Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $12.2 M
Salary
- $110 K
Records
Financial Disclosure Details - OGE Form 278e (04/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | WILMINGTON, Delaware | MEMBER | 1/2021 | |
2 | Wilmington, Delaware | Trustee | Present | |
3 | Wilmington, Delaware | Trustee | Present | |
4 | Wilmington, Delaware | Trustee | Present | |
5 | Wilmington, Delaware | Trustee | Present | |
6 | Wilmington, Delaware | Trustee | Present | |
7 | Wilmington, Delaware | Trustee | Present | |
8 | Wilmington, Delaware | Trustee | Present | |
9 | Wilmington, Delaware | Trustee | Present | |
10 | Wilmington, Delaware | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | American Funds Roth IRA | |||
1.1 | American Funds Fundamental Investors Class Shares (ANCFX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | American Funds New World Fund Class A (NEWFX) | $1,001 - $15,000 | None (or less than $201) | |
2 | ROLLOVER IRA - cash assets | $250,001 - $500,000 | None (or less than $201) | |
3 | SEP IRA - cash assets | $100,001 - $250,000 | None (or less than $201) | |
4 | MONZACK MERSKY SRA - MERRILL LYNCH - Employer Defined Contribution Plan | |||
4.1 | Ivy Cash Management Fund Class A Shares (IAAXX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Consumer Discretionary Select Sector SPDR Fund (XLY) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Wilmington, Delaware | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2003 |
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 |
|---|---|---|---|---|
1 | MONZACK MERSKY BROWDER AND HOCHMAN, P.A. (LAW FIRM) | salary | ||
2 | WIDENER UNIVERSITY (UNIVERSITY- LEVEL EDUCATIONAL INSTITUTION) | salary | ||
3 | Family Trust #1 | |||
3.1 | Commercial and Residential Real Estate in Chadds Ford, Pennsylvania | $100,001 - $250,000 | None (or less than $201) | |
4 | Family Trust #2 | |||
4.1 | Commercial Real Estate in Chadds Ford, Pennsylvania | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 | $15,001 - $50,000 | None (or less than $201) | |
2 | Securian Life Insurance | $250,001 - $500,000 | None (or less than $201) | |
3 | USAA Life Insurance | $1,000,001 - $5,000,000 | None (or less than $201) | |
4 | Residential Real Estate in Chadds Ford, Pennsylvania | $1,000,001 - $5,000,000 | Rent or Royalties | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Commercial Real Estate in Chadds Ford, Pennsylvania | Sale | 02/25/2022 | $50,001 - $100,000 |
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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