Estimated Net Worth
- $360 K - $1.1 M
Salary
- Unknown
Records
- OGE Form 278t (03/27/2024)
- OGE Form 278e (03/10/2024)
- OGE Form 278t (12/19/2023)
- OGE Form 278t (10/23/2023)
- OGE Form 278t (09/12/2023)
- OGE Form 278t (08/17/2023)
- OGE Form 278t (07/05/2023)
- OGE Form 278t (06/29/2023)
- OGE Form 278t (04/12/2023)
- OGE Form 278e (02/10/2023)
- OGE Form 278e (02/25/2022)
- OGE Form 278t (11/10/2021)
- OGE Form 278e (03/11/2021)
- OGE Form 278t (04/10/2020)
- OGE Form 278e (02/10/2020)
- OGE Form 278e (02/01/2019)
Financial Disclosure Details - OGE Form 278e (03/10/2024)
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 | Vanguard IRA | |||
1.1 | Vanguard Target Retirement 2030 | $15,001 - $50,000 | None (or less than $201) |
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 |
|---|---|---|---|---|
1 | New Jersey Office of the Public Defender | disability retirement | $40,000 | |
2 | State of New Jersey Deferred Compensation Plan | |||
2.1 | DCP Stable Value Fund (Prudential) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Core Bond Enhanced Index/PGIM | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Core Plus Bond/PGIM Fund | $1,001 - $15,000 | None (or less than $201) | |
2.4 | DCP Equity Fund | $15,001 - $50,000 | None (or less than $201) | |
2.5 | PGIM QS Lar Cap Core Eq | $15,001 - $50,000 | None (or less than $201) | |
2.6 | PGIM QS Mid Cap Core Eq | $1,001 - $15,000 | None (or less than $201) | |
2.7 | SCV I Fd (mgd by BNYM Newton) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | DCP Small Cap Equity Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NJ Best 529 Fund | |||
1.1 | Franklin Moderate Allocation Age 19 Years 529 Porfolio - Direct | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Franklin Conservative Allocation Age 19+ Years 529 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Franklin U.S. Large Cap Index 529 Portfolio - Direct | $50,001 - $100,000 | None (or less than $201) | |
2 | Individual Brokerage | |||
2.1 | Moderna, Inc (MRNA) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard | $15,001 - $50,000 | $201 - $1,000 | |
3.1 | Vanguard 500 Index Admiral Cl | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 03/15/2023 | $1,001 - $15,000 |
2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Purchase | 03/21/2023 | $1,001 - $15,000 |
3 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 05/18/2023 | $1,001 - $15,000 |
4 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 06/30/2023 | $1,001 - $15,000 |
5 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 06/30/2023 | $1,001 - $15,000 |
6 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 08/15/2023 | $1,001 - $15,000 |
7 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 09/12/2023 | $1,001 - $15,000 |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 10/21/2023 | $1,001 - $15,000 |
9 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 12/11/2023 | $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 |
|---|---|---|
5 | 2.8 | Inadvertently omitted from previous report |
6 | 2 | Filer cautioned to keep each underlined holding below 15k |
6 | 2.1 | Purchased 3/28/2020 but did not meet the reporting threshold |
6 | 2.2 | Purchased 3/17/2020 but did not meet the reporting threshold. |
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