Nick Simmons
Senior Advisor for School Reopening and Recovery
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $2.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Hartford, Connecticut
Director of Strategic Initiatives
4/2021
2
Stamford Partnership
Stamford, Connecticut
Board of Director
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of Connecticut
Salary
$99,692
2
UBS Investment Banking Company, 401(k) plan:
2.1
Vanguard Target Retirement 2055
$1,001 - $15,000
None (or less than $201)
3
Success Academy Charter Schools, 401(k) plan:
3.1
T. Rowe Price Retirement 2055
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
UBS Investment Banking Company
New York City, New York
I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation.
6/2011
2
Success Academy Charter Schools
New York City, New York
I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation.
6/2012
3
Hartford, Connecticut
I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation.
9/2019

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
Vanguard Growth & Income Fund Investor Shares (VQNPX)
$1,001 - $15,000
$2,501 - $5,000
2
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
3
N.S.S. 1999 Trust
$500,001 - $1,000,000
None (or less than $201)
3.1
Simmons Trust Investments LLC
$500,001 - $1,000,000
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
3
3
No underlying assets of the defined contribution plan meet the reporting threshold for inclusion in Part 2.

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