Estimated Net Worth
- $507 K - $1.3 M
Salary
- Unknown
Employment
- Started 03/28/2021
Records
Financial Disclosure Details - OGE Form 278e (05/16/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
Nothing reported in this section |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | 401(k) plan I | |||
1.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Legal Services of NJ, 403(b) plan | |||
3.1 | Fidelity Freedom 2040 Fund (FFFFX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Legal Services of NJ | Edison, New Jersey | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 1/2007 |
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 | Service Employees International Union | salary | ||
2 | Service Employees International Union 401(k) plan | |||
2.1 | Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Service Employees International Union, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Investment Account | |||
1.1 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | $15,001 - $50,000 | |
2 | Maryland Senator Edward J. Kasemeyer College Investment Plan | |||
2.1 | Portfolio 2036 | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. credit union (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | Maryland Senator Edward J. Kasemeyer College Investment Plan | |||
4.1 | Portfolio 2030 | $15,001 - $50,000 | None (or less than $201) | |
5 | Maryland Senator Edward J. Kasemeyer College Investment Plan | |||
5.1 | Portfolio 2036 | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Mohela | $15,001 - $50,000 | 2003 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
Nothing reported in this section |
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