Estimated Net Worth
  • estimated net worth
    $11.6 M - $36.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (09/27/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Delaware Academy of Medicine, Inc.
Newark, Delaware
Vice President
Present
2
Delaware Academy of Medicine, Inc.
Newark, Delaware
Member, Board of Directors
Present
3
Trauma Matters Delaware, Inc.
Wilmington, Delaware
Vice Board President, Board of Directors
Present
4
Trauma Matters Delaware, Inc.
Wilmington, Delaware
Member, Board of Directors
Present
5
Newark, Delaware
Director, Partnership for Healthy Communities
Present
6
Newark, Delaware
Distinguished Health & Social Services Administrator in Residence, College of Health Sciences
Present
7
Newark, Delaware
Managerial Operations Partner, Healthy Communities Delaware
Present
8
Newark, Delaware
Member, Executive Team, College of Health Sciences
Present
9
Newark, Delaware
Professor of Practice, College of Health Sciences
Present
10
Newark, Delaware
Program Faculty, Division of Professional & Continuing Studies
8/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Delaware
Salary & S- contract Payments
$303,175
2
Highmark BCBSD, Inc. (health insurance)
Director Fees
$44,197
3
State of Delaware, defined benefit plan (value not readily ascertainable)
Retirement Payments (Monthly)
$1,900
4
Arc of Delaware, Inc., defined benefit plan (value not readily ascertainable): eligible for $10,420/yr. - $11,022/yr. at age 65
None (or less than $201)
5
University of Delaware 403(b) Retirement Savings Plan
5.1
Vanguard Institutional Target Retirement 2025 Fund (VRIVX)
$100,001 - $250,000
None (or less than $201)
6
Filer's IRA
6.1
U.S. brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
6.2
Invesco Emerging Markets Sovereign Debt ETF (PCY)
$1,001 - $15,000
None (or less than $201)
6.3
Invesco Preferred ETF (PGX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Newark, Delaware
I will take an unpaid leave of absence from my positions. The length of leave will be three years, subject to further negotiation of leave criteria. I will not continue to retain the following benefits I have received from the University during my leave of absence: health insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and use of office space.
9/2021
2
Newark, Delaware
I will continue to retain the University of Delaware 403(b) Retirement Savings Plan, a defined contribution plan. The university will not make contributions during my leave.
3/2017
3
Dover, Delaware
I will continue to retain this defined benefit plan.
1/2009
4
Arc of Delaware, Inc.
Wilmington, Delaware
I will continue to retain this defined benefit plan.
9/1986

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Newark, Delaware
Director, Partnership for Healthy Communities (including Managerial Operations Partner, Healthy Communities Delaware); Professor of Practice & Distinguished Health and Social Services Administrator in Residence, College of Health Sciences; Member, Executive Team, College of Health Sciences; and Program Faculty, Division of Professional & Continuing Studies
2
Highmark BCBSD, Inc.
Wilmington, Delaware
Member, Board of Directors

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Corning, Inc.
Board of Directors Retainer Fees
2
Corning, Inc.
Audit Chair Fees
3
Corning, Inc.
Audit Committee Fees
4
Corning, Inc.
Compensation Committee Fees
5
Corning, Inc.
Executive Committee Fees
6
Corning, Inc.
Dividend Equivalent Payments
$234,801
7
Corning, Inc., vested restricted stock units
Over $1,000,000
None (or less than $201)
8
Educational Testing Service (educational testing & measurement services)
Board of Trustees Fees
9
Educational Testing Service
Finance, Executive, Presidential Search Committee Fees
10
Educational Testing Service
Mergers, Acquisitions, Divestitures Committee Fees

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$250,001 - $500,000
Interest
$201 - $1,000
2
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Brokerage account #1
3.1
AbbVie, Inc. (ABBV)
$500,001 - $1,000,000
Dividends
$15,001 - $50,000
3.2
Broadcom, Inc. (AVGO)
$500,001 - $1,000,000
Dividends
$15,001 - $50,000
3.3
Chevron Corporation (CVX)
$250,001 - $500,000
Dividends
$5,001 - $15,000
3.4
Coca-Cola Co. (KO)
$100,001 - $250,000
Dividends
$1,001 - $2,500
3.5
Eli Lilly & Co. (LLY)
$250,001 - $500,000
Dividends
$5,001 - $15,000
3.6
Emerson Electric Co. (EMR)
$250,001 - $500,000
Dividends
$5,001 - $15,000
3.7
Home Depot, Inc. (HD)
$1,000,001 - $5,000,000
Dividends Capital Gains
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
1
7
Healthy Communities Delaware is managed as a collaboration among three organizations: University of Delaware Partnership for Healthy Communities, Delaware Division of Public Health, and Delaware Community Foundation.
1
13
The previous name of ChristianaCare HomeHealth was Visiting Nurse Association.
1
20
The previous name of REACH Riverside Development Corporation was Riverside Renaissance Development Corporation.
2
4
The actual estimated annual annuity I will be receiving from the Arc of Delaware, Inc., defined benefit plan will depend on the payment option I select.
5
12
This Louisiana-Pacific Corporation stock was obtained through my spouse's service on the organization's board of directors. It is currently jointly owned by me and my spouse, and it is held in a brokerage account. The brokerage account is reported in Part 6.
6
3
Louisiana-Pacific Corporation stock (LPX) is held within this brokerage account. Because that stock was obtained through my spouse's service on the company's board of directors, it is reported in Part 5, not Part 6.
6
3.20
United Technologies Corporation previously traded on the NYSE under the ticker symbol UTX. In April 2020, Raytheon Company and United Technologies Corporation completed their merger. This merger led to the renaming of United Technologies Corporation to Raytheon Technologies Corporation (RTX).

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