Estimated Net Worth
  • estimated net worth
    $787 K - $1.9 M
Salary
  • salary
    Unknown
Employment
  • Started 12/19/2021

Financial Disclosure Details - OGE Form 278e (05/14/2023)

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
TIAA 403(B) DC Plan
1.1
CREF Equity Index R1
$1,001 - $15,000
None (or less than $201)
1.2
CREF Growth R1
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
International Institute of New England
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
10/1998

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
Commonwealth of Massachusetts
$100,001 - $250,000
salary
2
Commonwealth of Massachusetts, defined benefit plan
$100,001 - $250,000
None (or less than $201)
3
State of Florida, deferred compensation plan
3.1
T Rowe Price Equity Income Trust B
$1,001 - $15,000
None (or less than $201)
3.2
Fidelity Contrafund (FCNTX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
UFund College Investment Plan (529)
1.1
MA Portfolio 2024 (Fidelity Index)
$1,001 - $15,000
None (or less than $201)
2
U.S. Brokerage Account
2.1
Darden Restaurants, Inc. (DRI)
$1,001 - $15,000
None (or less than $201)
2.2
Four Corners Property Trust, Inc. (FCPT)
$1,001 - $15,000
None (or less than $201)
2.3
General Mills, Inc. (GIS)
$15,001 - $50,000
None (or less than $201)
2.4
GlaxoSmithKline PLC
$15,001 - $50,000
None (or less than $201)
2.5
ITT, Inc. (ITT)
$1,001 - $15,000
None (or less than $201)
2.6
L3
$1,001 - $15,000
None (or less than $201)
2.7
Marriott International, Inc. (MAR)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
New Rez
$250,001 - $500,000
2022
25 years
2
SBA
$15,001 - $50,000
2020
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
3
We own a two-family home. We rent one unit and live in the other unit.
8
1
Refinance in Jan. 2022

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