Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $10.3 M
Salary
- $100 K
Employment
- Started 02/24/2023
Records
Financial Disclosure Details - OGE Form 278e (04/04/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Springfield, New Jersey | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA #1 | |||
1.1 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Wilmer Cutler Pickering Hale and Dorr LLP Defined Contribution Plan | |||
2.1 | Vanguard Target Retirement Income Trust II | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2030 Trust II | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor is no longer making any contributions. | 10/2004 |
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 | Rollover IRA #1 | |||
1.1 | Fidelity US Bond Index Fund (FXNAX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Roth IRA #2 | |||
2.1 | Fidelity US Bond Index Fund (FXNAX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Rollover IRA #2 | |||
3.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Rollover IRA #3 | |||
4.1 | Vanguard Wellesley Income Fund Investor Shares (VWINX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Roth IRA #3 | |||
5.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
2 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $250,001 - $500,000 | $2,501 - $5,000 | |
3 | Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
4 | Vanguard 529 plan #1 | |||
4.1 | Vanguard Targt Enrol 2028/2029 Port | $100,001 - $250,000 | None (or less than $201) | |
5 | Vanguard 529 plan #2 | |||
5.1 | Vanguard Targt Enrol 2024/2025 Port | $50,001 - $100,000 | None (or less than $201) | |
6 | DC 529 plan #1 | |||
6.1 | DC College Savings 2025 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | U.S. cash account #1 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 03/23/2022 | $1,001 - $15,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 06/26/2022 | $1,001 - $15,000 |
3 | Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX) | Purchase | 06/17/2022 | $1,001 - $15,000 |
4 | Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX) | Purchase | 09/16/2022 | $1,001 - $15,000 |
5 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | Purchase | 09/22/2022 | $1,001 - $15,000 |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 09/27/2022 | $1,001 - $15,000 |
7 | Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX) | Purchase | 12/16/2022 | $1,001 - $15,000 |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 12/19/2022 | $1,001 - $15,000 |
9 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | Purchase | 12/21/2022 | $1,001 - $15,000 |
10 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Purchase | 05/16/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Nelnet | $10,001 - $15,000 | 2003 | 25 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This trust contains no reportable assets. |
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