Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $4.4 M
Salary
- Unknown
Employment
- Started 05/11/2021
Financial Disclosure Details - OGE Form 278e (06/29/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Madison, Wisconsin | Secretary- Designee | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Wisconsin Department of Health Services | Salary | $13,219 | |
2 | IRA | |||
2.1 | AIG Government Money Market Fund - Class A (SMAXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Volunteers of America, 403(b) plan | |||
3.1 | American Funds EuroPacific Growth Fund - Class R6 (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | BNY Mellon Midcap Index Fund - Investor Class (PESPX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | ClearBridge Large Cap Growth Fund - Institutional Shares (LSITX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Delaware Value Fund - Institutional Shares (DDVIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | American Funds American Balanced Fund - Class R6 (RLBGX) | $1,001 - $15,000 | None (or less than $201) | |
4 | City of Phoenix, 457(b) plan |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Phoenix, Arizona | I retain this retirement plan. The plan sponsor has not made any contributions since my separation. | 6/1997 | |
2 | Alexandria, Virginia | I retain this retirement plan. The plan sponsor has not made any contributions since my separation. | 10/1998 | |
3 | Madison, Wisconsin | I retain this retirement plan. The plan sponsor has not made any contributions since my separation. | 1/2019 |
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 |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Vanguard 500 Index Fund ETF (VOO) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Vanguard 500 Index Fund ETF (VOO) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Consulting business (self-employed), sole proprietorship (policy development advice to non-government organizations) | None (or less than $1,001) | Consulting Fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union (cash) | $250,001 - $500,000 | Interest | $201 - $1,000 |
2 | CMFG Life Insurance Company, flexible premium variable universal life insurance policy (hybrid product) | |||
2.1 | Ultra Series Fund - Large Cap Value Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Ultra Series Fund - Mid Cap Fund | $15,001 - $50,000 | None (or less than $201) | |
2.3 | T. Rowe Price International Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. brokerage account #1 | |||
3.1 | SPDR S&P 500 ETF Trust (SPY) | Over $1,000,000 | $15,001 - $50,000 | |
3.2 | Vanguard 500 Index Fund ETF (VOO) | Over $1,000,000 | $5,001 - $15,000 | |
3.3 | U.S. brokerage money market account (cash) | Over $1,000,000 | Interest | $1,001 - $2,500 |
4 | U.S. brokerage account #2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Goldman Sachs Capital Growth Fund - Institutional Share Class (GSPIX) | Sale | 06/29/2021 | $1,001 - $15,000 |
2 | Hyster-Yale Materials Handling, Inc. - Class B common stock (material handling equipment company) | Sale | 11/17/2021 | $1,001 - $15,000 |
3 | 3M Co. (MMM) | Sale | 06/29/2021 | $1,001 - $15,000 |
4 | Anglo American Platinum Limited (AGPPF) | Sale | 06/29/2021 | $1,001 - $15,000 |
5 | Amazon.com, Inc. (AMZN) | Sale | 06/29/2021 | $1,001 - $15,000 |
6 | American Express Co. (AXP) | Sale | 06/29/2021 | $1,001 - $15,000 |
7 | Anglo American, PLC | Sale | 06/29/2021 | $1,001 - $15,000 |
8 | Amcor, PLC (AMCR) | Sale | 06/29/2021 | $1,001 - $15,000 |
9 | AngloGold Ashanti Limited (AULGF) | Sale | 06/29/2021 | $1,001 - $15,000 |
10 | Apple, Inc. (AAPL) | Sale | 06/29/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
5 | 3 | My spouse is not continuing this consulting business. |
6 | 4.16 | On October 28, 2021, Facebook, Inc., changed its corporate name to Meta Platforms, Inc. |
7 | 20 | On October 28, 2021, Facebook, Inc., changed its corporate name to Meta Platforms, Inc. |
7 | 46 | The amount of the transaction was not more than $1,000. |
7 | 47 | The amount of the transaction was not more than $1,000. |
7 | 48 | The amount of the transaction was not more than $1,000. |
7 | 49 | The amount of the transaction was not more than $1,000. |
7 | 50 | The amount of the transaction was not more than $1,000. |
7 | 51 | The amount of the transaction was not more than $1,000. |
7 | 52 | The amount of the transaction was not more than $1,000. |
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