Estimated Net Worth
- $747 K - $2.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/16/2024)
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 | Ernst & Young Retirement Savings Plan | $50,001 - $100,000 | None (or less than $201) | |
1.1 | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I continue to participate in this plan but the plan sponsor no longer makes contributions. | 9/2015 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $100,001 - $250,000 | None (or less than $201) | |
2 | Vanguard S&P 500 Value Index Fund ETF Shares (VOOV) | $250,001 - $500,000 | None (or less than $201) | |
3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $100,001 - $250,000 | None (or less than $201) | |
4 | iShares core U.S. Aggregate Bond (AGG) | $1,001 - $15,000 | None (or less than $201) | |
5 | Consolidated Edison, Inc. (ED) | $15,001 - $50,000 | None (or less than $201) | |
6 | Verizon Communications, Inc. (VZ) | $15,001 - $50,000 | None (or less than $201) | |
7 | Valero Energy Corp. (VLO) | $15,001 - $50,000 | None (or less than $201) | |
8 | Canadian National Railroad (CNI) | $15,001 - $50,000 | None (or less than $201) | |
9 | Evergy, Inc. (EVRG) | $15,001 - $50,000 | None (or less than $201) | |
10 | Ford Motor Co. (F) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BAE Systems (BAESY) | Purchase | 03/14/2023 | $1,001 - $15,000 |
2 | Bank of America Corp. (BAC) | Purchase | 03/14/2023 | $1,001 - $15,000 |
3 | Penske Automotive Group, Inc. (PAG) | Purchase | 09/29/2023 | $1,001 - $15,000 |
4 | Morgan Stanley (MS) | Purchase | 09/29/2023 | $1,001 - $15,000 |
5 | Lockheed Martin Corp. (LMT) | Purchase | 09/29/2023 | $1,001 - $15,000 |
6 | Deere & Co. (DE) | Purchase | 09/29/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 20 | GE recently split into three companies -- GE, GEV, SOLV, threshold. |
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