Estimated Net Worth
- $1.5 M - $5.5 M
Salary
- Unknown
Employment
- Started 07/28/2021
Records
- OGE Form 278t (06/03/2025)
- OGE Form 278t (05/20/2025)
- OGE Form 278t (05/02/2025)
- OGE Form 278t (05/02/2025)
- OGE Form 278t (05/02/2025)
- OGE Form 278t (04/04/2025)
- OGE Form 278t (03/03/2025)
- OGE Form 278t (02/03/2025)
- OGE Form 278t (01/02/2025)
- OGE Form 278t (12/02/2024)
- OGE Form 278t (11/04/2024)
- OGE Form 278t (10/03/2024)
- OGE Form 278t (09/03/2024)
- OGE Form 278t (08/05/2024)
- OGE Form 278t (07/02/2024)
- OGE Form 278e (06/27/2024)
- OGE Form 278t (06/03/2024)
- OGE Form 278t (05/05/2024)
- OGE Form 278t (04/02/2024)
- OGE Form 278t (04/02/2024)
- OGE Form 278t (04/02/2024)
- OGE Form 278t (03/04/2024)
- OGE Form 278t (02/02/2024)
- OGE Form 278t (01/02/2024)
- OGE Form 278t (12/05/2023)
- OGE Form 278t (11/13/2023)
- OGE Form 278t (11/02/2023)
- OGE Form 278t (10/02/2023)
- OGE Form 278t (08/29/2023)
- OGE Form 278t (08/01/2023)
- OGE Form 278t (07/05/2023)
- OGE Form 278e (06/29/2023)
- OGE Form 278t (06/02/2023)
- OGE Form 278t (05/30/2023)
- OGE Form 278t (04/03/2023)
- OGE Form 278t (04/03/2023)
- OGE Form 278t (03/06/2023)
- OGE Form 278t (03/06/2023)
- OGE Form 278t (03/06/2023)
- OGE Form 278t (03/06/2023)
- OGE Form 278t (11/09/2022)
- OGE Form 278t (10/03/2022)
- OGE Form 278t (08/03/2022)
- OGE Form 278t (07/12/2022)
- OGE Form 278e (06/30/2022)
- OGE Form 278t (06/07/2022)
- OGE Form 278t (05/03/2022)
- OGE Form 278t (04/05/2022)
- OGE Form 278t (03/03/2022)
- OGE Form 278t (01/04/2022)
- OGE Form 278t (12/06/2021)
- OGE Form 278t (11/15/2021)
- OGE Form 278t (09/15/2021)
- OGE Form 278e (02/08/2021)
- Certificate of Divestiture
- Resume
Financial Disclosure Details - OGE Form 278e (06/27/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Bethesda, Maryland | Trustee | 9/2023 | |
2 | Bethesda, Maryland | Representative/E xecutor | Present | |
3 | Bethesda, Maryland | Trustee | 9/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Affiliated Managers Group 5.875% JR SUB NTS 30/03/59 | $15,001 - $50,000 | None (or less than $201) | |
1.2 | American International Group 5.85%NON CUM PER DEP SHS RE (AIG-A) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Blackstone REIT CL I NSA (09499T253) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Brighthouse Financial INC 6.25%JR SUB DEB DUE 2058 (BHFAL) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Ready Capital Corp. (RC) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Brookfield Property PARTNERS LP 6.375% PFD UNITS CL A SR2 (BPYPO) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Brunswick Corp 6.5%SNR NYS DUE 15/10/48 (BC-A) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Eaton Vance FLOATING RATE INCO COM (EFT) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Equitable Holdings INC 5.25% DEP RP 1/1000 NON A (EQH-A) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, NY, New York | I will continue to participate in this defined contribution plan. | 8/2018 | |
2 | Consolidated Retirement Plan (ACTWU) | New York, New York | I will continue to participate in this defined benefit plan. | 9/1986 |
3 | SEIU Affiliates Officers and Employees Pension Plan | Washington, District of Columbia | I will continue to participate in this defined benefit plan. | 8/2018 |
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 | Refuah Health Center Inc. (Hospital and Clinic) | salary | ||
2 | IRA #1 | |||
2.1 | Athene Holding LTD (ATH-C) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Ready Capital Corp. (RC) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Brookfield Prop Partners (BPYPO) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Brunswick Corp 6.5% SNR NTS DUE 15/10/48 (BC-A) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Eaton Vance Floating Rate INCO COM (EFT) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Equitable Hldings Inc. (EQH-A) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Nuveen Floating Rate INCOME OP COM SHS (JRO) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Nuveen Quality PFD INCOME FUND COM (JPS) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Amer Intl Group INC 5.85%NON CUM PER DEP SHS RE (AIG-A) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | Blackstone Real Estate Income Trust CL I NSA (0499T253) | $15,001 - $50,000 | Partnership distribution | $1,895 |
3 | Ready Capital Corp. (RC) | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
4 | Brookfield Property Partners LP 6.375% PFD UNITS CL A SR 2(BPYPO) | $1,001 - $15,000 | Interest | $201 - $1,000 |
5 | Brunswick Corp 6.5% SNR NTS DUE 15/10/48 (BC-A) | $1,001 - $15,000 | Interest | $201 - $1,000 |
6 | DraftKings Inc COM CL A (DKNG) | $1,001 - $15,000 | None (or less than $201) | |
7 | Eaton Vance Floating Rate INCO COM (EFT) | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
8 | General American Investors Co Inc 5.95% PRFSHS SERBUSD25 (GAM-B)) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
9 | National Storage Affiliates Trust 6% CUM RED PFD SHS BEN INT (NSA-A) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
10 | Nuveen Floating Rate Income OP COM SHS (JRO) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SoFi Technologies | Purchase | 03/10/2023 | $1,001 - $15,000 |
2 | SoFi Technologies April 21, 2023 $6 Call | Sale | 03/10/2023 | $1,001 - $15,000 |
3 | SoFi Technologies | Purchase | 03/10/2023 | $1,001 - $15,000 |
4 | SoFi Technologies April 21, 2023 $6 Call | Sale | 03/10/2023 | $1,001 - $15,000 |
5 | India Fund | Purchase | 04/20/2023 | $1,001 - $15,000 |
6 | SoFi Technologies April 21, 2023 $6 Call | Purchase | 04/24/2023 | $1,001 - $15,000 |
7 | SoFi Technologies May 5, 2023 $6 Call | Sale | 04/24/2023 | $1,001 - $15,000 |
8 | India Fund | Purchase | 04/20/2023 | $1,001 - $15,000 |
9 | SoFi Technologies April 21, 2023 $6 Call | Purchase | 04/24/2023 | $15,001 - $50,000 |
10 | SoFi Technologies May 5, 2023 $6 Call | Sale | 04/24/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Amalgamated Bank of New York | $100,001 - $250,000 | 2022 | 15 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I resigned as Trustee effective September 22, 2023. This trust was formally ended on December 31, 2023. |
1 | 3 | I resigned as Trustee effective September 21, 2023. |
2 | 1.47 | This is a CD |
2 | 1.49 | This is a CD |
2 | 6 | I inherited 1/4 of an IRA from my mother's estate. The stocks were sold and the proceeds are in a "Beneficial IRA" and are held in a UBS Money Market account. |
7 | 2 | covered call |
7 | 4 | covered call |
7 | 5 | Ticker: IFN |
7 | 6 | Expiration of short call option |
7 | 7 | Covered call initiated |
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