Financial Disclosure Details - OGE Form 278e (05/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
The Port Authority of New York & New Jersey
New York City, New York
Special Legal Advisor
8/2020
2
Gateway Program Development Corporation(The Port Authority of New York & New Jersey)
New York, New York
General Counsel & Secretary
8/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Vanguard IRA
1.1
Vanguard 500 Index Admiral CL (VFIAX)
$250,001 - $500,000
$15,001 - $50,000
1.2
Vanguard PRIMECAP Fund Admiral Shares (VPMAX)
$250,001 - $500,000
$15,001 - $50,000
1.3
Vanguard/Wellington Fund, Inc Admiral Shares (VWENX)
$100,001 - $250,000
$15,001 - $50,000
2
Charles Schwab IRA Rollover
2.1
New Economy Fund Class F1 Shares (ANFFX)
$100,001 - $250,000
$50,001 - $100,000
2.2
Artisan International Fund Investor Shares (ARTIX)
$50,001 - $100,000
$5,001 - $15,000
2.3
Dodge & Cox Stock Fund (DODGX)
$100,001 - $250,000
$5,001 - $15,000
2.4
Janus Henderson Balanced Fund Class T Shares (JABAX)
$100,001 - $250,000
$15,001 - $50,000
2.5
Matthews Pacific Tiger Fund Investor Class (MAPTX)
$50,001 - $100,000
$15,001 - $50,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
The Port Authority of New York & New Jersey
New York City, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2011

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
Constantine Cannon LLP (Law Firm)
salary, bonus
2
Roth IRA #2 (Fidelity)
2.1
Fidelity Japan Fund (FJPNX)
$50,001 - $100,000
$5,001 - $15,000
3
Roth IRA #1 (Citibank)
3.1
Citibank Retirement Day-to-Day Savings
$1,001 - $15,000
Interest
None (or less than $201)
4
Traditional IRA (Fidelity)
4.1
Bausch Health Companies INC Com Npv (BHC)
$1,001 - $15,000
Dividends
$1,001 - $2,500
5
Constantine Cannon 401(k)
5.1
Milstein Brothers Real Estate, LLC & Affiliated Entities 401(k) Savings Pla
$100,001 - $250,000
$15,001 - $50,000
6
Sterling National Bank Roth IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
Morgan Stanley Managed Account
1.1
Cash and Bank Deposits
$15,001 - $50,000
Interest
$201 - $1,000
1.2
Triborough BRDG & TNL AUTH Revs-C Bond
$100,001 - $250,000
Interest
$5,001 - $15,000
1.3
Morgan Stanley Inst Liquidity Funds - Gov't Portfolio (Money Mkt Fund) (MVRXX)
$100,001 - $250,000
None (or less than $201)
1.4
Ares Capital Corp (ARCC)
$1,001 - $15,000
Dividends
$201 - $1,000
1.5
1st Trust Low Duration Opp ETF (LMBS)
$15,001 - $50,000
None (or less than $201)
1.6
FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR)
$15,001 - $50,000
$201 - $1,000
1.7
Global X Millennials Thematic ETF (MILN)
$15,001 - $50,000
None (or less than $201)
1.8
Industrial Select Sector SPDR Fund (XLI)
$15,001 - $50,000
$201 - $1,000
1.9
Invesco Global Short Term High Yield Bond ETF (PGHY)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Eyenovia, Inc. (EYEN)
Sale
10/29/2021
$1,001 - $15,000
2
Eyenovia, Inc.
Purchase
02/09/2021
$1,001 - $15,000
3
Eyenovia, Inc.
Purchase
02/23/2021
$1,001 - $15,000
4
Magellan Midstream Partners
Sale
02/11/2021
$1,001 - $15,000
5
Eyenovia, Inc.
Purchase
03/02/2021
$15,001 - $50,000
6
Oscar Health Inc.
Purchase
04/06/2021
$1,001 - $15,000
7
Oscar Health Inc.
Purchase
04/08/2021
$1,001 - $15,000
8
Oscar Health Inc.
Purchase
04/15/2021
$1,001 - $15,000
9
Oscar Health Inc.
Purchase
04/14/2021
$1,001 - $15,000
10
Exxon Mobil Corp. (XOM)
Sale
04/27/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Morgan Stanley
$50,001 - $100,000
2019
3 years
2
Morgan Stanley
$50,001 - $100,000
2019
5 years

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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