Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $12.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/29/2023)
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 | Pfizer, defined benefit plan (value not readily ascertainable) lump sum $44,000 age 55 (12/1/23); $2,100/mo. age 65 (12/1/33) | None (or less than $201) | ||
2 | Morgan Stanley Traditional IRA- Filer | |||
2.1 | Alerian MLP ETF (AMLP) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.2 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | SPDR Gold Shares (GLD) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Premier Portfolio Institutional Class Shares (IPPXX) | $15,001 - $50,000 | $201 - $1,000 | |
2.5 | AB Small Cap Growth Portfolio Advisor Class Shares (QUAYX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) | $1,001 - $15,000 | $201 - $1,000 | |
2.7 | DWS Enhanced Commodity Strategy Fund Institutional Class Shares (SKIRX) | $1,001 - $15,000 | $5,001 - $15,000 | |
2.8 | Federated HRMS Strategic Value Dividend Fund Institutional Shares (SVAIX) | $15,001 - $50,000 | $201 - $1,000 |
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. | 9/2003 |
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 | Verizon, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
2 | Morgan Stanley Traditional IRA - Spouse | |||
2.1 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | SPDR Gold Shares (GLD) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Invesco Premier Inst (IPPXX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.4 | AB Small Cap Growth Portfolio Advisor Class Shares (QUAYX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $15,001 - $50,000 | $201 - $1,000 | |
2.6 | BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) | $1,001 - $15,000 | $201 - $1,000 | |
2.7 | Center Coast Brookfield Midstream Focus Fund Class Y Shares (CCCNX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.8 | DWS Enhanced Commodity Strategy Fund Institutional Class Shares (SKIRX) | $15,001 - $50,000 | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate #P3 Philadelphia PA | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Residential Real Estate #P4 Philadelphia PA | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Residential Real Estate #F1 Delray Beach FL | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Residential Real Estate #F2 Delray Beach FL | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
5 | Residential Real Estate #G1 Decatur GA | $100,001 - $250,000 | None (or less than $201) | |
6 | Whole Life Insurance--Northwestern Mutual Life | $50,001 - $100,000 | None (or less than $201) | |
7 | NH 529 College Savings Plan 1-Fidelity | $5,001 - $15,000 | ||
7.1 | FA 529 Diversified Intl Port CL A (FDAPX) | $1,001 - $15,000 | ||
7.2 | FA 529 High Income Port CL A (FHCAX) | $1,001 - $15,000 | ||
7.3 | FA 529 College Port CL A (FACAX) | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Residential Real Estate #M1 Detroit, MI | Sale | 09/01/2022 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Rocket Mortgage | $50,001 - $100,000 | 2017 | 15 years |
2 | CIT Bank | $250,001 - $500,000 | 2006 | 30 years |
3 | CIT Bank | $250,001 - $500,000 | 2006 | 30 years |
4 | Chase | $15,001 - $50,000 | 2004 | 30 years |
5 | Sterling National Bank | $10,001 - $15,000 | 1987 | 30 years |
6 | Liberty Bank | $100,001 - $250,000 | 2021 | 5 years |
7 | Trumark Financial Credit Union | $15,001 - $50,000 | 2012 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 13.3 | Sold May 2022 |
8 | 5 | Account closed Oct 2022 |
8 | 6 | Account closed Sept 2022 |
8 | 7 | Account closed Oct 2022 |
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