Estimated Net Worth
  • estimated net worth
    $4.8 M - $10.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (10/21/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
John R. Oishei Foundation
Buffalo, New York
President
2/2022
2
Buffalo Center for Arts & Technology
Buffalo, New York
Chairman
Present
3
Erie Canal Harbor Development Corporation
Buffalo, New York
Chairman
Present
4
Great Lakes Health System of Western New York
Buffalo, New York
Chairman
Present
5
Daemen University
Amherst, New York
Director
Present
6
Estate #1
Buffalo, New York
Co-Executor
Present
7
Trust #1
Buffalo, New York
Co-Trustee
10/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
John R. Oishei Foundation
Salary
$265,000
2
IRA
2.1
SCHWAB U.S. BANK SWEEP ACCT (cash)
$1,001 - $15,000
None (or less than $201)
2.2
ISHARES CORE MSCI EMERGING MARKETS
$50,001 - $100,000
None (or less than $201)
2.3
ISHARES S&P SMALL-CAP 600 VALUE
$15,001 - $50,000
None (or less than $201)
2.4
ISHARES S&P MID-CAP 400 VALUE
$15,001 - $50,000
None (or less than $201)
2.5
ISHARES CORE MSCI EAFE
$15,001 - $50,000
None (or less than $201)
2.6
DFA INTL SMALL COMPANY INSTL
$15,001 - $50,000
None (or less than $201)
2.7
ISHARES CORE S&P MID-CAP ETF
$1,001 - $15,000
None (or less than $201)
2.8
VANGUARD TOTAL BOND MARKET INDEX ADM
$250,001 - $500,000
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
1
John R. Oishei Foundation
Buffalo, New York
President and CEO.
2
Trust #1
Buffalo, New York
Co-Trustee

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Smith & Company (Interior Design Consulting, sole proprietor)
$100,001 - $250,000
consulting fees

Other Assets and Income

#
Description
Value
Type
Amount
1
SCHWAB U.S. BANK SWEEP ACCT (cash)
$15,001 - $50,000
None (or less than $201)
2
SPDR S&P 500 TRUST
$500,001 - $1,000,000
$100,001 - $1,000,000
3
ISHARES S&P MID CAP 400 GROWTH ETF
$100,001 - $250,000
$2,501 - $5,000
4
ISHARES CORE MSCI EAFE
$100,001 - $250,000
$5,001 - $15,000
5
DFA EMERGING MARKETS VALUE
$100,001 - $250,000
$5,001 - $15,000
6
ISHARES MSCI EAFE ETF
$100,001 - $250,000
$5,001 - $15,000
7
ISHARES S&P SMALL-CAP 600 GROWTH ETF
$100,001 - $250,000
$50,001 - $100,000
8
ISHARES MICRO-CAP
$50,001 - $100,000
$15,001 - $50,000
9
ISHARES CORE S&P SMALL-CAP ETF
$15,001 - $50,000
$201 - $1,000
10
ISHARES MSCI EAFE SMALL CAP INDEX
$15,001 - $50,000
$1,001 - $2,500

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
6
46
I sold/redeemed my investment in this company in 2021.
6
47
I sold/redeemed my investment in this company in 2021.

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