Estimated Net Worth
- $939 K - $2.3 M
Salary
- Unknown
Employment
- Started 03/24/2021
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Hershey, Pennsylvania | Professor of Pediatrics and Psychiatry | 3/2021 | |
2 | Harrisburg, Pennsylvania | Secretary of Health | 1/2021 | |
3 | Washington, District of Columbia | President | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Pennsylvania Department of Health | Salary | $5,672 | |
2 | Penn State Health 401(k) Savings Plan #1, 401(k) plan | |||
2.1 | T. Rowe Price Retirement 2020 Trust - Class B | $250,001 - $500,000 | None (or less than $201) | |
3 | Penn State Health Tax Sheltered Annuity Program #1, 403(b) plan | |||
3.1 | T. Rowe Price Retirement I 2020 - Class I | $100,001 - $250,000 | None (or less than $201) | |
4 | Penn State University Alternate Retirement Plan, 403(b) plan | |||
4.1 | CREF Stock Account Fund - Class R3 (QCSTIX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | CREF Social Choice Account Fund - Class R3 (QCSCIX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Penn State University Tax Deferred Annuity Plan, 403(b) plan | |||
5.1 | CREF Stock Account Fund - Class R3 (QCSTIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Hershey, Pennsylvania | I retain these defined contribution plans. The plan sponsor does not make contributions since my separation from this entity. | 7/1996 | |
2 | Hershey, Pennsylvania | I retain these defined contribution plans. The plan sponsor does not make contributions since my separation from this entity. | 7/1996 | |
3 | Hershey, Pennsylvania | I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity. | 7/1996 | |
4 | Hershey, Pennsylvania | I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity. | 7/1996 | |
5 | Harrisburg, Pennsylvania | I no longer retain this defined benefit plan. | 1/2015 | |
6 | Harrisburg, Pennsylvania | I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity. | 9/1993 | |
7 | Hershey, Pennsylvania | I am currently on a leave of absence. | 1/2015 |
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 | U.S. Brokerage Account | |||
1.1 | American Funds Growth Fund of America - Class A (AGTHX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.2 | JPMorgan Value Advantage Fund - Class A (JVAAX) | $15,001 - $50,000 | $5,001 - $15,000 | |
1.3 | CWMBS, Inc., SER 2004-4 - Class A4 (due 5/25/2034) (CUSIP: 12669FRF2) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Money Market Account Fund - Class R2 (QCMMPX) | Sale | 06/30/2021 | $1,001 - $15,000 |
2 | Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Stock Account Fund - Class R2 (QCSTPX) | Purchase | 06/30/2021 | $1,001 - $15,000 |
3 | Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Stock Account Fund - Class R2 (QCSTPX) | Purchase | 07/06/2021 | $15,001 - $50,000 |
4 | Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Bond Market Account Fund - Class R2 (QCBMPX) | Purchase | 07/06/2021 | $15,001 - $50,000 |
5 | Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Money Market Account Fund - Class R2 (QCMMPX) | Purchase | 07/06/2021 | $15,001 - $50,000 |
6 | Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Social Choice Account Fund - Class R2 (QCSCPX) | Purchase | 07/06/2021 | $15,001 - $50,000 |
7 | U.S. Brokerage Account: JPMorgan Value Advantage Fund - Class A (JVAAX) | Purchase | 12/14/2021 | $1,001 - $15,000 |
8 | U.S. Brokerage Account: American Funds Growth Fund of America - Class C (AGTHX) | Purchase | 12/20/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Colonial | $100,001 - $250,000 | 2013 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This was an unpaid academic position. |
2 | 1 | Salary received in 2021. |
2 | 10 | The proceeds from the filer's Pennsylvania State Employees' Retirement System defined benefit plan were rolled over into this plan. |
2 | 10.2 | The name changed to the CREF Core Bond Account in 2022. |
6 | 1.1 | A share class conversion from Class C to Class A occurred in August 2021. |
6 | 1.2 | A share class conversion from Class C to Class A occurred in August 2021. |
7 | 4 | The name changed to the CREF Core Bond Account in 2022. |
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