This database was last updated in October 2019 and
should only be used as a historical snapshot. There may be new information
that is not included here.
Alcatel-Lucent USA Inc. (doing business as Nokia) defined benefit plan (fixed annuity)
$50,001 - $100,000
$491
Alcatel-Lucent USA Inc. (doing business as Nokia), cash balance pension plan (fixed annuity)
$15,001 - $50,000
$104
Marie Royce LLC (Management Consulting and Board Services)
MedicusTek USA (Wireless healthcare products and system)
$15,000
MedicusTek International (Wireless healthcare products and system), stock options (value not readily ascertainable): 80,000 stock options: 14,994 vested options, 65,006 unvested options, strike $1. Unvested options vest at 1,666 each month (vesting schedule began on 2/1/2017). Vested options will expire 5 years after vesting.
None (or less than $201)
CAL PERS, defined benefit plan
$1,001 - $15,000
None (or less than $201)
Nokia Savings Plan, Bond Fund
$15,001 - $50,000
None (or less than $201)
Nokia Savings Plan, U.S. Equity Index Fund
$100,001 - $250,000
None (or less than $201)
Nokia Savings Plan, International Equity
$15,001 - $50,000
None (or less than $201)
Nokia Savings Plan, International Equity Index
$15,001 - $50,000
None (or less than $201)
Nokia Savings Plan, US Large Cap Growth Equity
$50,001 - $100,000
None (or less than $201)
Nokia Savings Plan, US Small CAP Equity Fund
$100,001 - $250,000
None (or less than $201)
Valley Commercial DBA Sperry Fiola Real Estate Services (Commercial Real Estate)
$426
"Why Must There Be Dragons," self- published by Engendering Success LLC, dba GenderStrategy (value not readily ascertainable)
$201 - $1,000
Nokia Savings Plan, income distribution (plan individual assets are separately reported at lines 8-13)
$87,300
Other Income/Assets
Description
Value
Income
U.S. credit union accounts (cash)
$15,001 - $50,000
None (or less than $201)
Morgan Stanley Mutual Fund - Unit Advisors High 50 Dividend Strategy Portfolio
None (or less than $1,001)
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Global Balanced Fund
$1,001 - $15,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor High Income Advantage Fund
$1,001 - $15,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Large CAP fund
$15,001 - $50,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Mid- Cap Fund
$15,001 - $50,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Real Estate Income Fund
$1,001 - $15,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Small- Cap Fund
$15,001 - $50,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Stock Selector All Cap Fund
$15,001 - $50,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Value Strategy fund
$15,001 - $50,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Advisor Europe Fund
$1,001 - $15,000
None (or less than $201)
Fidelity Rollover IRA, Fidelity Mid-Cap Value Fund
$15,001 - $50,000
None (or less than $201)
Employment Agreements and Arrangements
Employer or Party
City, State
Status and Terms
Date
Alcatel-Lucent USA Inc. (doing business as Nokia)
Murray Hill, New Jersey
I will continue to participate in this cash balance pension plan. The plan sponsor no longer makes contributions.
March 16, 2016
CAL PERS
Sacramento, California
I am not tenured so I will receive a lump sum balance when the money is taken out. The plan sponsor no longer makes contributions.
Jan. 16, 2003
Alcatel-Lucent USA Inc. (doing business as Nokia)
Murray Hill, New Jersey
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
July 16, 2004
Alcatel-Lucent USA Inc. (doing business as Nokia)
Murray Hill, New Jersey
I will continue to participate in this defined benefit plan. The plan sponsor no longer makes contributions.
March 16, 2016
Marie Royce LLC
Alexandria, Virginia
Upon confirmation this LLC will cease active operations during the period of my appointment but will continue to hold my MedicusTek USA investments. Any outstanding fees will be fixed before I enter Government service.
Feb. 15, 2016
MedicusTek USA
Newport Beach, California
Receive Board of Directors fees quarterly. The Director's Fees from Medicus Tek USA are paid to Marie Royce LLC. Pursuant to director's agreement, Marie Royce LLC was awarded 80,000 shares of common stock of MedicusTek International, the parent corporation of MedicusTek USA. Options vest at a rate of 1,666 shares per month of service as director. After resignation, vested options will continue to be exercisable for a period of five years from their vesting date. Unvested options will be forfeited upon resignation.
Jan. 16, 2017
Liabilities
Creditor Name
Creditor Type
Amount
Rate
Year Incurred
Congressional Federal Credit Union
Mortgage on Personal Residence
$500,001 - $1,000,000
3.0%
2009
Congressional Federal Credit Union
Mortgage on Personal Residence
$250,001 - $500,000
3.25 %
2012
Congressional Federal Credit Union, Home Equity Line of Credit (HELOC)
Exercised Line of Credit
$100,001 - $250,000
4.25 %
2014
Spouse's Employment Assets
Description
Value
Income Type
Income Amount
CAL PERS, defined benefit plan (value not readily ascertainable)
None (or less than $201)
Do you know something about Marie Royce? Send us an email at [email protected] or send a Signal message to 347-244-2134.
