Estimated Net Worth
- $6.8 M - $20.3 M
Salary
- Unknown
Employment
- Started 12/16/2021
Financial Disclosure Details - OGE Form 278e (06/03/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Cambridge, Massachusetts | Professor | Present | |
2 | Westport, Massachusetts | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Harvard University | This was for work performed prior to the start of my unpaid leave from Harvard University. | $8,866 | |
2 | Harvard Faculty Retirement Plan-Vanguard Target Rtm 20 | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Harvard Tax Deferred Annuity Plan Vanguard Target Rtm 20 | $250,001 - $500,000 | None (or less than $201) | |
4 | Aspen Institute | This was for work performed prior to my resignation from the Aspen Institute. | $2,205 | |
5 | Entegris, Inc. (ENTG) | Dividends | $1,001 - $2,500 | |
6 | Fidelity WROS Account (Money Market) | $15,001 - $50,000 | $201 - $1,000 | |
7 | SEP Retirement Account (Certificates of Deposit at State Department Federal Credit Union) | $500,001 - $1,000,000 | None (or less than $201) | |
8 | IRA Retirement Account (Certificates of Deposit State Department Federal Credit Union) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Cambridge, Massachusetts | I have taken a two-year unpaid leave from Harvard University. Harvard is not making contributions to my defined contribution plans during my leave. I have retained my supplemental life insurance and disability insurance but am paying for them with no assistance from Harvard during my leave. | 4/2021 |
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 | IRA Account in State Department Federal Credit Union(Certificates of Deposit) | $50,001 - $100,000 | None (or less than $201) | |
2 | Inherited Roth IRA Account | |||
2.1 | Fidelity Disciplined Equity Fund (FDEQX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Vanguard Brokerage Account | $250,001 - $500,000 | ||
1.1 | AT&T Inc. | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
1.2 | Abbott Laboratories (ABT) | None (or less than $1,001) | Dividends | None (or less than $201) |
1.3 | Analog Devices, Inc. (ADI) | None (or less than $1,001) | Dividends | None (or less than $201) |
1.4 | Apple Inc | None (or less than $1,001) | Dividends | None (or less than $201) |
1.5 | AptarGroup, Inc. (ATR) | None (or less than $1,001) | Dividends | None (or less than $201) |
1.6 | Automatic Data Processing, Inc. (ADP) | None (or less than $1,001) | Dividends | $201 - $1,000 |
1.7 | Canadian National Railway Co | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.8 | Carrier Global Corp | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.9 | Chubb Ltd. (CB) | $1,001 - $15,000 | Dividends | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Entegris Stock | Sale | 01/24/2022 | $250,001 - $500,000 |
2 | Entegris Stock | Sale | 01/24/2022 | $500,001 - $1,000,000 |
3 | Entegris Stock | Sale | 01/26/2022 | $100,001 - $250,000 |
4 | Entegris Stock | Sale | 01/27/2022 | $1,000,001 - $5,000,000 |
5 | Entegris Stock | Sale | 02/01/2022 | $1,000,001 - $5,000,000 |
6 | Entegris Stock | Sale | 02/10/2022 | $250,001 - $500,000 |
7 | Entegris Stock | Sale | 03/09/2022 | $100,001 - $250,000 |
8 | Entegris Stock | Sale | 03/09/2022 | $250,001 - $500,000 |
9 | Entegris Stock | Sale | 03/11/2022 | $500,001 - $1,000,000 |
10 | Abbott Laboratories | Sale | 03/01/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Chase | $250,001 - $500,000 | 2016 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
2 | 5 | This dividend was issued during the time when I was divesting all my Entegris stock which I no longer hold. |
6 | 23 | This is my Fidelity brokerage account which holds the assets reported in Part 6 following the sale of my Entegris stock in early 2022. |
8 | 1 | We paid off this mortgage in 2022. |
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