Estimated Net Worth
- $5.1 M - $15.5 M
Salary
- Unknown
Records
- OGE Form 278t (06/28/2024)
- OGE Form 278t (06/14/2024)
- OGE Form 278e (06/13/2024)
- OGE Form 278t (05/31/2024)
- OGE Form 278t (05/16/2024)
- OGE Form 278t (05/06/2024)
- OGE Form 278t (05/02/2024)
- OGE Form 278t (04/23/2024)
- OGE Form 278t (04/12/2024)
- OGE Form 278t (03/25/2024)
- OGE Form 278t (03/15/2024)
- OGE Form 278t (03/01/2024)
- OGE Form 278t (02/16/2024)
- OGE Form 278t (02/02/2024)
- OGE Form 278t (01/19/2024)
- OGE Form 278t (01/12/2024)
- OGE Form 278t (12/18/2023)
- OGE Form 278t (12/08/2023)
- OGE Form 278t (11/27/2023)
- OGE Form 278t (11/13/2023)
- OGE Form 278t (11/11/2023)
- OGE Form 278t (11/01/2023)
- OGE Form 278t (10/31/2023)
- OGE Form 278t (10/13/2023)
- OGE Form 278t (09/29/2023)
- OGE Form 278t (08/29/2023)
- OGE Form 278t (08/16/2023)
- OGE Form 278t (07/31/2023)
- OGE Form 278t (06/29/2023)
- OGE Form 278t (06/07/2023)
- OGE Form 278e (05/18/2023)
- OGE Form 278t (05/15/2023)
- OGE Form 278t (05/01/2023)
- OGE Form 278t (04/20/2023)
- OGE Form 278t (03/29/2023)
- OGE Form 278t (03/09/2023)
- OGE Form 278t (03/03/2023)
- OGE Form 278t (02/24/2023)
- OGE Form 278t (02/13/2023)
- OGE Form 278t (02/13/2023)
- OGE Form 278t (02/06/2023)
- OGE Form 278t (01/31/2023)
- OGE Form 278t (01/30/2023)
- OGE Form 278t (01/20/2023)
- OGE Form 278t (12/22/2022)
- OGE Form 278t (11/26/2022)
- OGE Form 278t (10/29/2022)
- OGE Form 278t (09/28/2022)
- OGE Form 278t (09/16/2022)
- OGE Form 278t (09/02/2022)
- OGE Form 278t (08/05/2022)
- OGE Form 278t (06/16/2022)
- OGE Form 278t (06/02/2022)
- OGE Form 278e (05/26/2022)
- OGE Form 278t (05/13/2022)
- OGE Form 278t (05/10/2022)
- OGE Form 278t (04/11/2022)
- OGE Form 278t (03/11/2022)
- OGE Form 278t (03/11/2022)
- OGE Form 278t (02/22/2022)
- OGE Form 278t (02/15/2022)
- OGE Form 278t (12/15/2021)
- OGE Form 278t (12/08/2021)
- OGE Form 278t (11/19/2021)
- OGE Form 278e (03/12/2021)
Financial Disclosure Details - OGE Form 278e (06/13/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Sheng Consulting LLC | Flemington, New Jersey | Founder and CEO | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Sheng Consulting LLC (Clinical research consulting) | Consulting Fees | $10,375 | |
2 | Oncopath Genomics, LLC (oncology diagnostics) (stock) | $15,001 - $50,000 | None (or less than $201) | |
3 | Sheng Consulting LLC 401k | |||
3.1 | Schwab Bank | None (or less than $1,001) | None (or less than $201) | |
3.2 | Vanguard FTSE Developed markets ETF (VEA) | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | $201 - $1,000 | |
3.4 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Victor Sloan Contributory IRA - Ellevest | |||
4.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $250,001 - $500,000 | $5,001 - $15,000 | |
4.2 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $100,001 - $250,000 | $5,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sheng Consulting LLC | Flemington, New Jersey | I will continue to participate in this defined contribution plan, and the plan sponsor will continue to make contributions. | 1/2020 |
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 | Merck Stock | $250,001 - $500,000 | Dividends | $5,001 - $15,000 |
2 | IRA #3 Merck | |||
3 | Manpower 401K | |||
3.1 | JPM SRPB DRE 2020 CF | $1,001 - $15,000 | $201 - $1,000 | |
4 | Schwab Rollover IRA | |||
4.1 | Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
4.2 | Wellington Fund Admiral VWENX | $250,001 - $500,000 | $15,001 - $50,000 | |
5 | Traditional IRA UBS | |||
5.1 | UBS Bank | $15,001 - $50,000 | None (or less than $201) | |
5.2 | iShares Core S&P Small-Cap ETF (IJR) | $50,001 - $100,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 529 #1 American Funds | |||
1.1 | Growth Fund of America Class 529-A Shares (CGFAX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.2 | Investment Company of America Class 529-A Shares (CICAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.3 | New Perspective Fund Class 529-A Shares (CNPAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.4 | New World Fund, Inc Class 529-A Shares (CNWAX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | American SMALLCAP World Fund, Inc Class 529-A Shares (CSPAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | 529 #2 American Funds | |||
2.1 | Capital World Growth & Income Fund Class 529-A Shares (CWIAX) | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Growth Fund of America Class 529-A Shares (CGFAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.3 | Investment Company of America Class 529-A Shares (CICAX) | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alphabet, Inc. (GOOGL) | Sale | 01/17/2023 | $1,001 - $15,000 |
2 | salesforce.com, inc. (CRM) | Sale | 01/17/2023 | $1,001 - $15,000 |
3 | Abbott Laboratories (ABT) | Purchase | 01/11/2023 | $1,001 - $15,000 |
4 | Exxon Mobil Corp. (XOM) | Purchase | 01/11/2023 | $1,001 - $15,000 |
5 | Republic Services, Inc. (RSG) | Sale | 01/09/2023 | $1,001 - $15,000 |
6 | Accenture Plc (ACN) | Sale | 01/09/2023 | $1,001 - $15,000 |
7 | Truist Financial TFC | Sale | 01/11/2023 | $1,001 - $15,000 |
8 | Truist Financial TFC | Sale | 01/10/2023 | $1,001 - $15,000 |
9 | iShares Core MSCI EAFE ETF (IEFA) | Sale | 01/23/2023 | $1,001 - $15,000 |
10 | iShares Core MSCIEmerging Markets ETF (IEMG) | Purchase | 01/20/2023 | $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 |
|---|---|---|
6 | 3 | Note - this stock is a combination of stock purchased through employee stock purchase plan and stock awards for performance. |
6 | 26 | beneficial interest in estate that has not yet been distributed |
6 | 30.10 | acquired through merger with Magenta Therapeutics (MGTA) |
7 | 410 | dividend reinvestment |
7 | 422 | dividend reinvestment |
7 | 423 | Dividend reinvestment |
7 | 424 | dividend reinvestment |
7 | 425 | dividend reinvestment |
7 | 428 | dividend reinvestment |
7 | 429 | dividend reinvestment |
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