Estimated Net Worth
- $226 K - $616 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (02/06/2024)
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 | IRA #1 | |||
1.1 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.2 | Vanguard PrimeCap Core Fund Investor Shares (VPCCX) | $100,001 - $250,000 | $15,001 - $50,000 | |
1.3 | Vanguard International Growth Fund Investor Shares (VWIGX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.4 | Vanguard International Growth Fund Admiral Shares (VWILX) | None (or less than $1,001) | $2,501 - $5,000 | |
2 | IRA #2 | |||
2.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $50,001 - $100,000 | $15,001 - $50,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (D) NY 529 College Savings Program Direct Plan: | |||
2 | U.S. Bank Account (Cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Money Market Account (Cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Brokerage Account | |||
4.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | $1,001 - $2,500 | |
4.2 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $15,001 - $50,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | NY 529 Commencement Portfolio | Sale | 12/14/2023 | $1,001 - $15,000 |
2 | NY 529 Moderate Age-Based Option | Sale | 07/25/2023 | $1,001 - $15,000 |
3 | Ny 529 Conservative Age-Based Option | Sale | 07/25/2023 | $1,001 - $15,000 |
4 | Ny 529 Social Index Portfolio | Sale | 07/25/2023 | $1,001 - $15,000 |
5 | Vanguard International Growth Fund Investor Shares (VWIGX | Purchase | 11/14/2023 | $15,001 - $50,000 |
6 | Vanguard International Growth Fund Admiral Shares (VWILX) | Sale | 11/14/2023 | $15,001 - $50,000 |
7 | NY 529 Mid-Cap Stock Index | Sale | 01/09/2023 | $1,001 - $15,000 |
8 | NY 529 Small – Cap Stock Index | Sale | 01/09/2023 | $1,001 - $15,000 |
9 | NY 529 Growth Stock Index | Sale | 01/09/2023 | $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 |
|---|---|---|
2 | 1.3 | Shares in this fund were purchased (via transfer of shares of VWLIX) on 11/14/23 and valued between $15,001-$50,000. |
2 | 1.4 | The shares in this account were converted to shares in VWIGX on 11/14/23. At the time, this account was valued between $15,001-$50,000 dollars. |
6 | 1 | All funds owned under this account (including those previously disclosed for 2022) were closed in November 2023 and therefore have no value as of 12/31/2023. In addition, those funds earned less than $200 in interest income for 2023. |
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