Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 08/18/2021 - 04/05/2024
Financial Disclosure Details - OGE Form 278e
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Wayfair | Boston, MA, US | Senior Manager | 07/23/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | (Self EI) Employment Salary and bonus Boston, MA, US | Salary | $138,000.00 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Wayfair | Boston, MA, US | Continuing participation in my former employer's 401(k) plan. The plan sponsor will not make further contributions after my separation. | 08/2019 |
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 | (J) (Cash Deposit/Savings) Bank of America Charlotte, NC, US Checking Accounts | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | (J) (Cash Deposit/Savings) Ally Bank Philadelphia, PA, US Savings Account | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | (IRA) Brinker Capital Investments | |||
3.1 | (Mutual Fund) DLCFX-DESTINATIONS LARGE CAP EQUITY INSTL | $15,001 - $50,000 | None (or less than $201) | |
3.2 | (Mutual Fund) DSMFX-DESTINATIONS SMALL MID CAP EQ INSTL | $1,001 - $15,000 | None (or less than $201) | |
3.3 | (Mutual Fund) DIEFX-DESTINATIONS INTL EQUITY FD INSTL | $15,001 - $50,000 | None (or less than $201) | |
3.4 | (Mutual Fund) DMSFX-DESTINATIONS MULTI STRGY ALT INSTL | $1,001 - $15,000 | None (or less than $201) | |
3.5 | (Bonds) DESTINATIONS CORE FIXED INCOME INSTL-Bond Fund-1055 Westlakes Dr # 250, Berwyn, PA 19312 | $1,001 - $15,000 | None (or less than $201) | |
3.6 | (Bonds) DESTINATIONS LOW DUR FIXED INC INSTL-Bond Fund-1055 Westlakes Dr # 250, Berwyn, PA 19312 | $1,001 - $15,000 | None (or less than $201) | |
3.7 | (Bonds) DESTINATIONS GLOBAL FIXD INC OPPOR INSTL-Bond Fund-1055 Westlakes Dr # 250, Berwyn, PA 19312 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | W - Wayfair | sale | 03/01/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Earnest; San Francisco, CA, US | $15,001 - $50,000 | 2019 | 5 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | One checking account with BofA is a personal checking account. I also have a joint checking account with my partner (who is not my spouse) at BofA. |
6 | 2 | Joint savings account with my partner (who is not my spouse). |
6 | 3 | This is a personal retirement account. |
6 | 4 | Fiam Blend TD 2055 Q |
6 | 4.1 | This is an index pool fund. More information here: https://nb.fidelity.com/public/workplacefunds/summary /3974 |
6 | 4.2 | FIAM Target Date Blue Chip Growth Commingled Pool Class A. More information here: https://nb.fidelity. com/public/workplacefunds/summary/3710 |
6 | 4.3 | More information here: https://nb.fidelity.com/public/workplacefunds/summary/3711 |
6 | 4.4 | More information here: https://nb.fidelity.com/public/workplacefunds/summary/3969 |
6 | 4.5 | More information here: https://nb.fidelity.com/public/workplacefunds/summary/3712 |
6 | 4.6 | More information here: https://nb.fidelity.com/public/workplacefunds/summary/5405 |
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