Estimated Net Worth
- $545 K - $1.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2019)
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 | Keogh | |||
1.1 | T. Rowe Price Retirement 2035 | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Dodge & Cox Stock | $1,001 - $15,000 | None (or less than $201) | |
1.3 | RiverPark/Wedgewood Institutional | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Institutional Index I | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Small Cap Index Adm | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Dodge & Cox International Stock | $1,001 - $15,000 | None (or less than $201) | |
1.7 | JPMorgan Emerging Markets Equity L | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard Developed Markets Idx Admiral | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Vanguard Emerging Markets Stock Idx Adm | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York City, New York | I continued to participate in these defined contribution plans (Items 1, 2-7, and 9-11 in Part 2). The plan sponsor did not make further contributions after my separation except for final rollovers from the Partners' Cash Balance Retirement Plan (a defined benefit plan) that were rolled over to a defined contribution plan. (Items 2-6, and 9-11 in Part 2) | 10/2013 | |
2 | New York City, New York | I received lump sum payment from the firm of the Partners' Cash Balance Retirement Plan (defined benefit plan) following withdrawal from the firm and subsequent final rollovers that were rolled over into a defined contribution plan (Items 2-6, and 9-11 in part 2). | 10/2014 | |
3 | New York City, New York | I continued to participate in the Employees' Retirement Plan (defined benefit plan). The plan is frozen and there have been no additional accruals since 2010. | 5/2009 | |
4 | New York City, New York | Following my withdrawal from the firm in 2017, I received final payment of my 2016 and 2017 distributions. The pro rata share was calculated as of the date of my withdrawal and was made after my departure in 2017, subject to a withholding for estimated state tax liabilities for FY16 and FY17. The excess amount that was withheld is being refunded in May 2019. | 2/2017 | |
5 | New York City, New York | I continued to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation. (Item 7 in Part 2) | 5/2010 |
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 | Cap Media LLC (Media Consulting) | $1,001 - $15,000 | consulting fees | |
2 | 401k - Alliance for American Manufacturing Plan | |||
2.1 | Invesco Stable Asset Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NY 529 College Savings Plan | |||
1.1 | Vanguard Institutional Total Stock Market Index Fund (Income Not Readily Ascertainable) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Total International Stock Index Fund (Income Not Readily Ascertainable) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Total Bond Market II Index Fund (Income Not Readily Ascertainable) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Total International Bond Index Fund (Income Not Readily Ascertainable) | $1,001 - $15,000 | None (or less than $201) | |
2 | US bank accounts (cash) | $250,001 - $500,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $100,001 - $250,000 | 2016 | 15 year |
2 | Wells Fargo | $250,001 - $500,000 | 2010 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | I originally took out a mortgage on this residence in 2010, which I refinanced in 2016. This mortgage is the refinanced mortgage. #2 is the original mortgage. |
8 | 2 | As noted above, we refinanced this mortgage in 2016. As such, this mortgage now has a zero balance. |
Do you have information about Sigal Mandelker that is missing from this database?
Drop us a line at [email protected].