Stephanie Pollack
Coordinator for Project Delivery Support (DOT)
Estimated Net Worth
  • estimated net worth
    $2.3 M - $5.1 M
Salary
  • salary
    Unknown
Employment
  • Started 01/01/2023

Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Massachusetts Department of Transportation
Boston, Massachusetts
Secretary and CEO
1/2021
2
Northeastern University School of Public Policy and Urban Affairs
Boston, Massachusetts
Professor of the Practice
Present
3
Boston, Massachusetts
Board Member
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Massachusetts Department of Transportation
Salary
$54,082
2
Fidelity IRA
2.1
Fidelity Freedom Fund 2030
$250,001 - $500,000
None (or less than $201)
2.2
Fidelity Strategic Income Fund
$100,001 - $250,000
None (or less than $201)
2.3
Fidelity Balanced Fund (FBALX)
$50,001 - $100,000
None (or less than $201)
2.4
Fidelity Contra Fund
$250,001 - $500,000
None (or less than $201)
2.5
Fidelity Freedom 2020 Fund
$50,001 - $100,000
None (or less than $201)
2.6
Fidelity Freedom Fund 2025
$100,001 - $250,000
None (or less than $201)
2.7
Fidelity Growth and Income
$50,001 - $100,000
None (or less than $201)
3
Northeastern University

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Northeastern University School of Public Policy and Urban Affairs
Boston, Massachusetts
I am on a leave of absence which is unpaid and can be extended one academic year at a time. During this leave the employer does not contribute to retirement.
1/2015
2
Boston, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2012

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
Aetna Resources LLC
salary, bonus
2
CVS (employer) stock
$100,001 - $250,000
Dividends
$1,001 - $2,500
3
Fidelity Rollover IRA
3.1
Fidelity Contra Fund
$500,001 - $1,000,000
None (or less than $201)
3.2
Fidelity Freedom 2025
$250,001 - $500,000
None (or less than $201)
3.3
Fidelity Freedom Fund 2030
$100,001 - $250,000
None (or less than $201)
3.4
Fidelity Growth & Income
$50,001 - $100,000
None (or less than $201)
3.5
US Bond Index
$15,001 - $50,000
None (or less than $201)
4
CVS Health
4.1
Vanguard Target Date 2025
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Money market account (cash)
$50,001 - $100,000
None (or less than $201)
2
U.S. bank #1 (cash)
$50,001 - $100,000
Interest
None (or less than $201)
3
Residential real estate - personal residence (2021 rental income)
Rent or Royalties
$2,501 - $5,000
4
Brokerage account
4.1
Cash
$1,001 - $15,000
None (or less than $201)
4.2
Fidelity Freedom 2025
$15,001 - $50,000
None (or less than $201)
4.3
Fidelity Freedom 2030
$15,001 - $50,000
None (or less than $201)
4.4
Fidelity US Bond Index Fund (FXNAX)
$15,001 - $50,000
None (or less than $201)
5
Development Corporation for Israel (Israel bonds)
$15,001 - $50,000
Interest
$201 - $1,000
6
US savings bonds
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
CVS Health Corp. (CVS)
Exchange
04/01/2021
$15,001 - $50,000
2
TFLIC Government Fixed
Sale
07/02/2021
$1,001 - $15,000
3
Fidelity US Bond Index Fund (FXNAX)
Purchase
05/07/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Amerisave
$250,001 - $500,000
2020
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
I am on leave of absence from this position
7
1
My spouse had previously been awarded CVS stock from his employer as a performance incentive and that stock vested on April 1; some but not all of the stock was sold to cover tax liability.
8
1
This mortgage on our personal residence has been included because the residence was rented out for part of 2021.

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