Observations
- Millionaire
Estimated Net Worth
- $9.7 M - $32.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/16/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Boston, Massachusetts | Fish Distinguished Professor of Surgery | Present | |
2 | Boston, Massachusetts | Professor of Surgery | Present | |
3 | Boston, Massachusetts | Professor of Health Policy and Management | Present | |
4 | New York City, New York | Staff Writer | Present | |
5 | New York City, New York | Chair of the Board | Present | |
6 | London, UK, Outside U.S. | Chair of the Board | Present | |
7 | Washington, District of Columbia | Member of the Board of Directors | Present | |
8 | Cambridge, Massachusetts | Member & Executive Chairman, Board of Managers | Present | |
9 | Boston, Massachusetts | Chief Executive Officer/Exec Chair | 2/2021 | |
10 | Boston, Massachusetts | Chairman | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Brigham and Women's Hospital | Salary/Bonus | $182,491 | |
2 | The New Yorker magazine | Contract payments for articles written | $80,398 | |
3 | CIC Health [COVID-19 Testing and vaccination services], profits interest: 25% of profits over 0% hurdle rate | $1,000,001 - $5,000,000 | None (or less than $201) | |
4 | TCorp62018 LLC (d/b/a Haven) (Non-profit- seeking health care venture founded by AMZN/BRK/JPMC) | Salary/Bonus | $2,032,134 | |
5 | SEP-IRA | |||
5.1 | Fidelity 500 Index Fund | $1,000,001 - $5,000,000 | None (or less than $201) | |
5.2 | FID L/T Treasury Bond Index Fund | $100,001 - $250,000 | None (or less than $201) | |
6 | Traditional IRA | |||
6.1 | Fidelity 500 Index Fund | $50,001 - $100,000 | None (or less than $201) | |
7 | Atrius Healthcare 403(b) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Boston, Massachusetts | I will take an unpaid, two-year leave of absence from my faculty position | 5/2021 | |
2 | Boston, Massachusetts | I will take an unpaid, two-year leave of absence from my faculty position | 5/2021 | |
3 | Boston, Massachusetts | I will take an unpaid, two-year leave of absence from my faculty position | 5/2021 | |
4 | Cambridge, Massachusetts | Upon resignation, I will retain my profits interest in this entity: 18.75% is vested and 6.25% is unvested, for a total of 25% once it is completely vested. My unvested portion will vest upon an objective determination that, by June 30, 2022, CIC Health has exceeded the financing threshold to allow it to expand its domestic vaccination program. | 8/2020 | |
5 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2003 | |
6 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. No contributions will be made during my leave of absence. | 7/2003 | |
7 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. No contributions will be made during my leave of absence. | 7/2003 | |
8 | Boston, Massachusetts | I will take an unpaid, two-year leave of absence from my position as Chairman. | 5/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Boston, Massachusetts | Surgeon, researcher , and teacher. | |
2 | New York City, New York | Contract staff writer. | |
3 | Boston, Massachusetts | CEO and Chairman of the Board of Directors. | |
4 | Boston, Massachusetts | Appearance in their speaker series | |
5 | New York City, New York | Speaking at a series of manager conferences | |
6 | Chicago, Illinois | Keynote address for annual meeting |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Isabella Stewart Gardner Museum | salary | ||
2 | Traditional IRA | |||
2.1 | Fidelity 500 Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Fidelity 500 Index Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | SEP-IRA | |||
4.1 | Fidelity 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
5 | Simon and Schuster (Audio Book: “Pimsleur Italian Language Course – Levels 1 and 2”)(value not readily ascertainable) | Rent or Royalties | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank account (cash) | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
2 | Brokerage Account 1 | |||
2.1 | Fidelity Blue Chip Growth Fund (FBGRX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.2 | Fidelity Disciplined Equity Fund (FDEQX) | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | Fidelity Massachusetts Municipal Income Fund (FDMMX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.4 | Fidelity Fund (FFIDX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.5 | Fidelity Municipal Income Fund (FHIGX) | $15,001 - $50,000 | $201 - $1,000 | |
2.6 | Fidelity Europe Fund (FIEUX) | $15,001 - $50,000 | $201 - $1,000 | |
2.7 | Fidelity Magellan Fund (FMAGX) | $15,001 - $50,000 | $201 - $1,000 | |
2.8 | Fidelity Brokerage and Investment Management Portfolio (FSLBX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
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 |
---|---|---|
1 | 9 | CEO through May 2020. Executive Chair May 2020-Feb 2021. |
2 | 3 | 18.75% of profits interest has vested. Remaining 6.25% interest is unvested as of May 16, 2021. |
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