Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $6.2 M
Salary
- Unknown
Employment
- Started 09/06/2023
Financial Disclosure Details - OGE Form 278e (06/29/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Partner | 8/2021 | |
2 | Philadelphia, Pennsylvania | Director | 7/2021 | |
3 | New York, New York | Board Member | 7/2021 | |
4 | New York, New York | Board Member | 7/2021 | |
5 | New York, New York | Labor Member, Board of Directors | 7/2021 | |
6 | New York, New York | President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Levy Ratner, PC (law firm) | Partnership Share | $75,000 | |
2 | Levy Ratner, PC (law firm) | Salary | $227,197 | |
3 | Levy Ratner, PC Defined Contribution Plan | |||
3.1 | Vanguard Target Retirement 2015 VTXVX | $100,001 - $250,000 | None (or less than $201) | |
4 | IRA #1 | |||
4.1 | U.S. money market (cash) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | ISHARES TR CORE S&P SCP ETF | $1,001 - $15,000 | None (or less than $201) | |
4.3 | ISHARES TR CORE S&P US VLU | $1,001 - $15,000 | None (or less than $201) | |
4.4 | ISHARES TR US TREAS BD ETF | $1,001 - $15,000 | None (or less than $201) | |
4.5 | ISHARES TR USD INV GRDE ETF | $1,001 - $15,000 | 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 contribution plan. Pursuant to the terms of the plan, the plan sponsor will make a contribution for calendar year 2020 in October 2021. This amount has already been fixed. Additionally, the plan sponsor will make a contribution for calendar year 2021 by no later than October 2022. This amount has also been fixed. I will forfeit the calendar year 2021 payment if I have not worked 1,000 hours in calendar year 2021 at the time of my withdrawal. | 12/2004 | |
2 | New York, New York | This entity has not been fully operational since 2006 and the dissolution of this entity is pending approval with the New York State Office of the Attorney General. During my appointment, this entity will not advertise or maintain a website. | 8/2006 | |
3 | New York, New York | I will continue to participate in a group long term care insurance policy through John Hancock Insurance Co. and a group long term disability insurance policy through Guardian/Berkshire Life Insurance Company of America. Levy Ratner will bill me for premiums associated with these plans after my separation. The firm will not contribute to the premiums for either of these plans after my separation. | 5/2003 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Investment Account #1 | |||
1.1 | U.S. money market (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | AFLAC INCORPORATED | $1,001 - $15,000 | None (or less than $201) | |
1.3 | ASTRAZENECA PLC SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | |
1.4 | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $1,001 - $15,000 | None (or less than $201) | |
1.5 | CHEVRON CORPORATION NEW | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.6 | FIRST TRUST DOW JONES INTERNET INDEX FUND | $15,001 - $50,000 | None (or less than $201) | |
1.7 | GS FINANCE CORP. BANK NOTE LINKED TO S&P 500 INDEX | $1,001 - $15,000 | None (or less than $201) | |
1.8 | INVESCO PREFERRED ETF | $1,001 - $15,000 | $201 - $1,000 | |
1.9 | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AT&T Incorporated (T) | Sale | 09/17/2021 | $1,001 - $15,000 |
2 | Verizon Communications Incorporated (VZ) | Sale | 09/17/2021 | $1,001 - $15,000 |
3 | Wells Fargo Company (WFC) | Sale | 09/17/2021 | $1,001 - $15,000 |
4 | Amazon.com, Inc. (AMZN) | Sale | 09/17/2021 | $1,001 - $15,000 |
5 | Facebook, Inc. (FB) | Sale | 09/17/2021 | $1,001 - $15,000 |
6 | Apple, Inc. (AAPL) | Sale | 09/17/2021 | $1,001 - $15,000 |
7 | ISHARES TR MRNGSTR INC ETF (IYLD) | Purchase | 12/30/2021 | $15,001 - $50,000 |
8 | ISHARES TR MRNGSTR INC ETF (IYLD) | Purchase | 12/28/2021 | $50,001 - $100,000 |
9 | VANGUARD SHORT-TERM CORPORATE BOND ETF | Purchase | 12/27/2021 | $100,001 - $250,000 |
10 | SPDR S&P 500 ETF | Purchase | 12/20/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Ridgewood Savings Bank | $500,001 - $1,000,000 | 2019 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Carolyn Mason | South Orange, New Jersey | Ring from a close personal friend. | $437 |
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | The Peggy Browning Fund provides mainly summer paid fellowships to encourage law students to become workers rights advocates. Also, it has an annual National Law Students' Workers Rights conference that provides labor law and related programming and networking opportunities for law students with labor leaders and labor attorneys. Additionally, there are regional workshops focused on labor law and workers rights practices and the PBF fellowship program. |
1 | 3 | Brandworkers provides training and assistance to workers who are in the food production industry to empower them to advocate for themselves with their employers. |
1 | 4 | The Workers Defense League provides free unemployment insurance advice and representation to members of the public. |
1 | 5 | The NYC Office of Collective Bargaining is the agency for NYC public sector employees and employers that processes improper practice and representation cases. As a Labor Member of the Board of Directors, I decide and sign off on improper practice decisions only, not representation matters. |
1 | 6 | This organization was created with a mission dedicated to researching, archiving, and sharing information about Black organizations, education, history, and resources and to serve as a resource for community groups. The business has not been fully operating since 2006. I am working with the New York State Attorney General’s office to dissolve the organization, pending distribution of funds to another non-profit organization. |
2 | 3 | A portion of this retirement account has been rolled-over to IRA #1. |
3 | 1 | Calendar year 2020 contribution, originally anticipated in October 2021, was distributed to all partners’ defined contribution plans in March 2021. |
6 | 9 | Inheritance |
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