Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $6.0 M
Salary
- $155 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/05/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Speechwriting | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NBA - SERP | |||
1.1 | Fidelity 500 Index | $1,001 - $15,000 | None (or less than $201) | |
2 | NBA - 401(k) | |||
2.1 | Fidelity Freedom 2045 Fund (FSNZX) | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | PT Fund, Inc | Salary | $4,450 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in the 401(k) but the employer ceased making contributions upon my separation. | 2/2017 | |
2 | New York, New York | I will continue to participate in the SERP plan, under the standard plan terms, but the employer ceased making contributions upon my separation. There was no acceleration of payment, waiver of vesting requirements, or change of payment or eligibility. | 2/2017 |
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 | OPERS Pension, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
2 | MedStar 401(k) | |||
2.1 | Fidelity Freedom Income Fund Class K | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | U.S. bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $250,001 - $500,000 | None (or less than $201) | |
2 | IBM stock | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | NH UNIQUE 529 College Savings Plan (child 1) | |||
5.1 | NH Portfolio 2033 (Fidelity Funds) | $15,001 - $50,000 | None (or less than $201) | |
6 | NH UNIQUE 529 College Savings Plan (child 2) | |||
6.1 | NH Portfolio 2033 (Fidelity Funds) | $1,001 - $15,000 | None (or less than $201) | |
7 | Real Estate Rental, Sleepy Hollow, NY | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC Bank | $1,000,001 - $5,000,000 | 2017 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | The filer has agreed to divest this asset. |
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