Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.2 M - $8.0 M
Salary
  • salary
    Unknown
Employment
  • Started 08/29/2022

Financial Disclosure Details - OGE Form 278e (05/15/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA - Bitta ETrade
1.1
Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Mid-Cap Index Fund ETF Shares (VO)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
None (or less than $201)
2
City of New York, defined benefit plan
$50,001 - $100,000
None (or less than $201)
3
City of New York
3.1
Mid-Cap Equity Index
$100,001 - $250,000
None (or less than $201)
3.2
Mid-CAP Equity Index Fund
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined benefit plan.
7/2015
2
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2015

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
Unqork (Solutions Architect)
salary, bonus
2
E-Trade IRA
2.1
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
$50,001 - $100,000
None (or less than $201)
2.2
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
None (or less than $201)
2.3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
None (or less than $201)
2.4
Berkshire Hathaway Inc. (BRKB)
$15,001 - $50,000
None (or less than $201)
2.5
iShares Russell 2000 ETF (IWM)
$50,001 - $100,000
None (or less than $201)
2.6
iShares JP Morgan USD Emerging Market Bond ETF
$100,001 - $250,000
None (or less than $201)
2.7
iShares MSCI EAFE ETF (EFA)
$50,001 - $100,000
None (or less than $201)
3
Unqork

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate, Chicago, Illinois
$250,001 - $500,000
Rent or Royalties
$1,001 - $2,500
2
Residential Real Estate, Brooklyn, NY
$1,000,001 - $5,000,000
Rent or Royalties
$5,001 - $15,000
3
30 Orchard Partners LLC c/o Royalton Capital (Real Estate)
3.1
commercial real estate, New York, NY
$15,001 - $50,000
None (or less than $201)
4
U.S. bank (cash) #1
$15,001 - $50,000
None (or less than $201)
5
U.S. Bank (cash) #2
$15,001 - $50,000
None (or less than $201)
6
JPMorgan Equity Index Fund Class A Shares (OGEAX)
$1,001 - $15,000
None (or less than $201)
7
NY529 Plan, Aggressive Portfolio, Aged 5-6
$100,001 - $250,000
None (or less than $201)
8
JPMorgan TR 1 Emerging Mkts Equity FD Cl A (JFAMX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
JPMorgan
$500,001 - $1,000,000
2014
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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