Estimated Net Worth
  • estimated net worth
    $3.8 M - $11.7 M
Salary
  • salary
    Unknown
Employment
  • Started 01/31/2022

Financial Disclosure Details - OGE Form 278e (03/22/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
State Representative
1/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Commonwealth of Massachusetts, defined benefit plan
$50,001 - $100,000
None (or less than $201)
2
IRA #3
2.1
Cash
$15,001 - $50,000
None (or less than $201)
2.2
Amazon
$1,001 - $15,000
None (or less than $201)
2.3
Apple
$100,001 - $250,000
None (or less than $201)
2.4
Astrazeneca
$15,001 - $50,000
None (or less than $201)
2.5
Columbia Large Cap Value
$50,001 - $100,000
None (or less than $201)
2.6
Eaton Corp
$15,001 - $50,000
None (or less than $201)
2.7
Lockheed Martin
$1,001 - $15,000
None (or less than $201)
2.8
Microsoft
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make contributions after my separation.
3/2008
2
Boston, Massachusetts
I will continue to participate in this defined benefit plan.
3/2008

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
Certified Financial Advisor Sole Proprietor
$100,001 - $250,000
None (or less than $201)
2
IRA #4
2.1
Cash
$500,001 - $1,000,000
None (or less than $201)
2.2
Anheuser Busch
$1,001 - $15,000
None (or less than $201)
2.3
Anixa Biosciences
$1,001 - $15,000
None (or less than $201)
2.4
AstraZeneca
$15,001 - $50,000
None (or less than $201)
2.5
Walt Disney
$15,001 - $50,000
None (or less than $201)
2.6
DraftKings
$1,001 - $15,000
None (or less than $201)
2.7
InvestcoQQQ
$15,001 - $50,000
None (or less than $201)
2.8
Mitsubishi Electric
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (Cash)
$500,001 - $1,000,000
None (or less than $201)
2
U.S. bank #2 (cash)
$100,001 - $250,000
None (or less than $201)
3
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
4
Alliant Energy Corp. (LNT)
$15,001 - $50,000
None (or less than $201)
5
Altria Group, Inc. (MO)
$15,001 - $50,000
None (or less than $201)
6
Ameriprise Financial, Inc. (AMP)
$15,001 - $50,000
None (or less than $201)
7
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
8
Berkshire Hathaway Inc. (BRKB)
$15,001 - $50,000
None (or less than $201)
9
CVS Health Corp. (CVS)
$1,001 - $15,000
None (or less than $201)
10
Chevron Corp. (CVX)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Common Stock ABNB
Purchase
05/02/2022
$15,001 - $50,000
2
UnitedHealth Group, Inc. (UNH)
Sale
06/21/2022
$15,001 - $50,000
3
Eli Lilly & Co. (LLY)
Purchase
02/27/2023
$15,001 - $50,000

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
Nothing reported in this section

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