Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $11.9 M - $45.5 M
Salary
  • salary
    Unknown
Employment
  • Started 08/22/2022

Financial Disclosure Details - OGE Form 278e (09/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chestnut Fund
Boston, Massachusetts
Trustee
8/2022
2
Center for Community Self-Help
Durham, North Carolina
Senior Vice President
8/2022
3
The Rose Foundation
Boston, Massachusetts
Trustee
8/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Self Help Credit Union IRA - Cash
$1,001 - $15,000
None (or less than $201)
2
Self Help Credit Union 403(b)
$500,001 - $1,000,000
$15,001 - $50,000
2.1
Vanguard Growth Index Fund Institutional Class Shares (VIGIX)
$250,001 - $500,000
$5,001 - $15,000
2.2
Vanguard Mid-Cap Growth Index Fund Admiral Class Shares (VMGMX)
$100,001 - $250,000
$15,001 - $50,000
2.3
iShares MSCI EAFE International Index Fund Class K Shares (BTMKX)
$50,001 - $100,000
None (or less than $201)
3
Self Help Credit Union 401(k)
$15,001 - $50,000
$1,001 - $2,500
3.1
Guaranteed Income Fund
$1,001 - $15,000
$201 - $1,000
3.2
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Value Index Fund Institutional Shares (VIVIX)
$1,001 - $15,000
$201 - $1,000
3.4
Vanguard Growth Index Fund Institutional Class Shares (VIGIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Self Help Credit Union
Durham, North Carolina
I will continue to partticipate in the 401(k) plan. The plan sponsor will not make further contributions after my separation.
3/2019
2
Self Help Credit Union
Durham, North Carolina
I will continue to partticipate in the 403(b) plan. The plan sponsor will not make further contributions after my separation
3/1994

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Center for Community Self-Help
Durham, North Carolina
Senior Vice President, special projects and policy affecting low-wealth families.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
University of North Carolina
salary
2
University of North Carolina - 401(k)
$50,001 - $100,000
$1,001 - $2,500
2.1
Smallcap World Fund
$1,001 - $15,000
$201 - $1,000
2.2
The Investment Company of America
$15,001 - $50,000
None (or less than $201)
2.3
Fundamental Investors
$15,001 - $50,000
$201 - $1,000
2.4
Europacific Coast Fund
$1,001 - $15,000
None (or less than $201)
2.5
Growth Fund of America
$15,001 - $50,000
$201 - $1,000
3
University of North Carolina - TIAA CREF
$500,001 - $1,000,000
$1,001 - $2,500
3.1
TIAA Traditional
$100,001 - $250,000
$201 - $1,000
3.2
$250,001 - $500,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
State Employees' Credit Union - Cash Accounts
$15,001 - $50,000
None (or less than $201)
2
State Employee's Credit Union - Cash account
$1,001 - $15,000
None (or less than $201)
3
UGMA ACCOUNT (Custodian: Eric S. Stein).
$100,001 - $250,000
Capital Gains Dividends Interest
$5,001 - $15,000
3.1
Fidelity Institutional Money Market Treasury Only-Institutional Class FD 26432
$1,001 - $15,000
None (or less than $201)
3.2
MFS INSTL International Equity
$15,001 - $50,000
$1,001 - $2,500
3.3
Vanguard Tax-Managed Capital Appreciation Fund
$50,001 - $100,000
$1,001 - $2,500
3.4
Vanguard Emerging Markets Fund
$1,001 - $15,000
$201 - $1,000
3.5
FPA Crescent Fund
$1,001 - $15,000
$1,001 - $2,500
3.6
Vanguard Inter-Term Tax Exempt
$1,001 - $15,000
$201 - $1,000
4
Eric S. Stein 2004 Management Trust
$5,000,001 - $25,000,000
Capital Gains Dividends Interest
$100,001 - $1,000,000

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
2
2
Custodian does not provide detailed information regarding income.
2
3
Custodian does not provide detailed information regarding income.
5
2
Custodian does not provide detailed information regarding income.
5
3
Custodian does not provide detailed information regarding income.

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