Estimated Net Worth
  • estimated net worth
    $67 K - $180 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/09/2023)

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
City of Boston/Commonwealth of Massachusetts, defined benefit plan (value not readily ascertainable) Approx. $8700/mo at age 65
None (or less than $201)
2
UBS IRA
3
Massachusetts Deferred Compensation SMART Plan, defined benefit plan (value not readily ascertainable) Approx. $800/mo. at age 65
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
City of Boston/Commonwealth of Massachusetts
Boston, Massachusetts
I will continue to participate in this defined benefit plan.
9/1990
2
Massachusetts Deferred Compensation SMART Plan
Boston, Massachusetts
At age 65 I can opt for monthly payments or a lump sum payout, after taxes.
1/1995

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
UBS IRA
1.1
UBS Insured Sweep Program (cash account)
$1,001 - $15,000
None (or less than $201)
2
Allspring Global Investments
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Savings Account
$1,001 - $15,000
Interest
None (or less than $201)
2
U.S. Bank Checking Account
$15,001 - $50,000
None (or less than $201)
3
Wells Fargo & Co Shareowner Account
3.1
Wells Fargo & Co. (WFC)
$50,001 - $100,000
None (or less than $201)

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
Nothing reported in this section

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