Beth Goldberg Meyer
Small Business Administration (SBA)
Director Of Field Ecosystems
Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown
Employment
  • Started 01/26/2015
Records

Financial Disclosure Details - OGE Form 278e

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Auric Ventures, Ltd.
New York, NY, US
President
Present
2
EKG Realty LLC
Marlboro, NJ, US
Partner
Present
3
KF Finance
Marlboro, NJ, US
Partner
Present
4
Irrevocable Trust by Sheldon Spring
Riverdale, NY, US
Trustee
Present
5
Auric Properties Inc.
New York, NY, US
President
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
(J) (IRE) Condominium Manalapan, NJ, US
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
(J) (Partnership) EKG Realty LLC Manalapan, NJ, US Rental Income
2.1
(Cash)
$50,001 - $100,000
Rent or Royalties, Interest
$15,001 - $50,000
3
(J) (Partnership) KF Finance Marlboro, NJ, US Real Estate
3.1
(Cash)
$100,001 - $250,000
Interest
$201 - $1,000
4
(Trade) Auric Ventures, Ltd (A78 and A79) New York, NY, US Consulting
$250,001 - $500,000
Fees
$19,350.00
4.1
(Cash)
$1,001 - $15,000
None (or less than $201)
4.2
(Other) Defined Contribution Plan - Merrill Lynch (see statement attached)
value not readily ascertainable
None (or less than $201)
4.3
(Other) Defined Contribution Plan - Schwab (see comments)
value not readily ascertainable
None (or less than $201)
4.4
(Other) Defined Contribution Plan - TD Ameritrade (2519 and 2813)
value not readily ascertainable
Dividends, Interest, Capital Gains
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
(S) (Pension) NYC Teachers Retirement System NYC Department of Education
value not readily ascertainable
None (or less than $201)
2
(S) (Other) Daniel A. Meyer SEP Accounts ( 665 and 719)
value not readily ascertainable
None (or less than $201)
3
(S) (Other) Daniel Meyer SEP Accounts (5913 and 6076)
value not readily ascertainable
Dividends, Interest, Capital Gains
None (or less than $201)
4
(S) (IRA) Charles Schwab
4.1
(Stock) NAT-Nordic American Tanker Shipping Limited
$1,001 - $15,000
Dividends
$201 - $1,000
None (or less than
4.2
(Cash)
$1,001 - $15,000
Interest
$201)
5
(S) (Other Investment Vehicle) United Federation of Teachers Tax Deferred Annuity
5.1
(Other) owns units in Diversified Equity Fund
$500,001 - $1,000,000
Dividends, Interest, Capital Gains
None (or less than $201)
6
(S) (Spouse EI) New York City Department of Education Staten Island, NY, US

Other Assets and Income

#
Description
Value
Type
Amount
1
(J) (Stock) AMX America Movil S.A.B. De C.V.
$1,001 - $15,000
Dividends, Capital Gains
None (or less than $201)
2
(J) (Stock) RBS Royal Bank Scotland Group Plc
$1,001 - $15,000
Capital Gains
None (or less than $201)
3
(J) (Stock) CYCC Cyclacel Pharmaceuticals
None (or less than $1,001)
Capital Gains
None (or less than $201)
4
(J) (Stock) ISBC Investors Bancorp, Inc
$15,001 - $50,000
Dividends
$201 - $1,000
5
(J) (Stock) NJR New Jersey Resource Corp
$1,001 - $15,000
Dividends
$201 - $1,000
6
(J) (Cash Deposit/Savings) PNC Marlboro, NJ, US Checking accounts and money market accounts
$250,001 - $500,000
Interest
$201 - $1,000
7
(J) (Cash Deposit/Savings) Investor's Savings Bank Marlboro, NJ, US checking accounts and liquid money markets
$250,001 - $500,000
Interest
$201 - $1,000
8
(J) (Cash Deposit/Savings) Chase Manhattan Bank New York, NY, US checking and savings accounts
$100,001 - $250,000
Interest
$201 - $1,000
9
(S) (Cash Deposit/Savings) Santander Bank Marlboro, NJ, US Checking accounts and money market accounts
$100,001 - $250,000
Interest
$201 - $1,000
10
(J) (Cash Deposit/Savings) Charles Schwab Orlando, FL, US
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
ADSK - Autodesk Inc
purchase
11/07/2017
$1,001 - $15,000
2
AEP - American Electric Power Company
sale
12/04/2017
$1,001 - $15,000
3
AMZN - Amazon.Com Inc
purchase
12/08/2017
$1,001 - $15,000
4
ARBNX - The Arbitrage Fund Class I
sale
12/04/2017
$1,001 - $15,000
5
ARBNX - The Arbitrage Fund Class I
sale
12/04/2017
$1,001 - $15,000
6
AVGO - Broadcom Ltd
purchase
11/07/2017
$1,001 - $15,000
7
AZN - Astrazeneca Plc
purchase
04/03/2017
$1,001 - $15,000
8
BBT - BB&T Corp
purchase
12/04/2017
$1,001 - $15,000
9
BIV - Interm Term Bond ETF Vanguard
sale
12/04/2017
$1,001 - $15,000
10
BIV - Interm Term Bond ETF Vanguard
purchase
12/04/2017
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Student Loans; Indianapolis, IN, US
$15,001 - $50,000
2007
25
2
Chase Student Loans; Indianapolis, IN, US
$15,001 - $50,000
2008
25
3
Chase Student Loans; Indianapolis, IN, US
$15,001 - $50,000
2009
25
4
Chase Student Loans; Indianapolis, IN, US
$15,001 - $50,000
2010
25
5
American Education Services; Harrisburg, PA, US
$15,001 - $50,000
2011
20
6
Navient; Wilkes- Barre, PA, US
$15,001 - $50,000
2010
8
7
Citizen's Bank; Providence, RI, US
$15,001 - $50,000
2016
20

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Title is held by EKG Realy, LLC My brother and I are the partners
2
4.1
Chase Manhattan Business Banking Account
2
4.2
Merrill Lynch Account Statement attached A78 and A79
2
4.3
The underlying assets are cash value between $25,000 and $50,000 and Nordic American Tanker stock valued between between $1000- $15,000
2
4.4
TD Ameritrade Statements will be attached
5
1
See Information Provided under separate cover by the NYC Teachers Retirement System
5
2
See Merril Lynch statements attached
5
3
TD Ameritrade Statements will be included
5
5.1
Statement Provided
6
6
Two accounts are held joint with my spouse, Dr. Daniel Meyer Two accounts are held joint with my brother, Alan Goldberg

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