Observations
- Millionaire
Estimated Net Worth
- $3.4 M - $7.7 M
Salary
- Unknown
Employment
- Started 05/14/2023
Financial Disclosure Details - OGE Form 278e (06/12/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Cadenza Innovation, Inc. | Danbury, Connecticut | General Counsel/Corpora te Counsel | 11/2021 |
2 | Cadenza Innovation, Inc. | Danbury, Connecticut | Consultant | 3/2023 |
3 | Law Offices of Alexander T. Bok, Esq. | Boston, Massachusetts | Partner | Present |
4 | Environmental League of Massachusetts, Inc. | Boston, Massachusetts | Director | 5/2023 |
5 | Environmental League of Massachusetts Action Fund | Boston, Massachusetts | Chairman | 5/2023 |
6 | Sherrill House, Inc. | Boston, Massachusetts | Trustee, Nursing Home | 5/2023 |
7 | IE-Club of Boston, Inc. | Boston, Massachusetts | President, Director | 5/2023 |
8 | Get2It, LLC | Canton, Massachusetts | Director, Secretary | 5/2023 |
9 | Silent Disclosure, Inc. | Canton, Massachusetts | Director, Secretary | 5/2023 |
10 | Boston, Massachusetts | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Common Stock in Cadenza Innovation, Inc. (Energy storage startup focused on the grid storage market) | $50,001 - $100,000 | None (or less than $201) | |
2 | Cadenza Innovation, Inc. (Energy storage start-up.) | Consulting Fees | $5,100 | |
3 | Law Offices of Alexander T. Bok, Esq. (sole proprietor) | $1,001 - $15,000 | Legal Fees | $11,600 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Law Offices of Alexander T. Bok, Esq. | Boston, Massachusetts | Placed into inactive status upon appointment. Agreement to receive outstanding fixed payment for legal services already provided. Anticipated payment in June 2023. | 3/2023 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Cadenza Innovation, Inc. | Danbury, Connecticut | Served as General Counsel/Corporate Counsel/Government Affairs Director and post-employment legal consultant for energy storage startup. |
2 | Get2It, Inc. | Canton, Massachusetts | Business and legal advice to software development company. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Mass General Brigham (Healthcare provider in Massachusetts; largest employer in MA) | salary, bonus |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Viridos stock ( biotechnology company, renewable energy) | $15,001 - $50,000 | None (or less than $201) | |
2 | Heliogen Inc. Common Stock (HLGN) | $1,001 - $15,000 | None (or less than $201) | |
3 | Superimmuno, LLC | $1,001 - $15,000 | None (or less than $201) | |
3.1 | Orionis Biosciences (early stage drug discovery and development company) | $1,001 - $15,000 | None (or less than $201) | |
4 | XLBIO LLC | $1,001 - $15,000 | None (or less than $201) | |
4.1 | Excel Medical Fund, LP | $1,001 - $15,000 | None (or less than $201) | |
4.1.1 | Saladax Biomedical, Inc. (develops rapid blood tests) | None (or less than $201) | ||
4.1.2 | Viridos, Inc. (formerly Synthetic Genomics) (biotechnology company, renewable energy) | None (or less than $201) | ||
5 | Excel Ventures II GP, LLC | $15,001 - $50,000 | None (or less than $201) | |
5.1 | ClearData (managed cloud and cyber defense services) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citibank Visa | $15,001 - $50,000 | 2022 | revolving |
2 | PNC Bank | $100,001 - $250,000 | 2013 | 30 years |
3 | Barclays Bank | $10,001 - $15,000 | 2023 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | Per filer, will become dormant upon appointment to federal position for length of federal service. |
1 | 10 | I am not a grantor or beneficiary of this trust. My position as trustee is uncompensated |
1 | 11 | I am not a grantor or beneficiary of this trust. My position is uncompensated. |
6 | 4.1 | Interests in underlying investments not readily ascertainable. |
6 | 5 | Interests in underlying investments not readily ascertainable. |
6 | 16 | No reportable underlying assets. |
6 | 17 | I am one of the inventors on a provisional patent application to improve the "walker" for elderly adults. granted, I could be paid royalties in the future. |
6 | 18 | No reportable underlying assets. |
8 | 2 | This mortgage secures a rental condominium unit in Boston, MA |
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