Financial Disclosure Details - OGE Form 278e (08/24/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Minneapolis, Minnesota
Partner
Present
2
Hennepin County, Minnesota
Trustee
Present
3
Hennepin County, Minnesota
Trustee
Present
4
Hennepin County, Minnesota
Trustee
Present
5
Hennepin County, Minnesota
Trustee
Present
6
Minneapolis, Minnesota
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Jones Day (law firm)
Partnership Share
$4,200,000
2
Jones Day capital account
$500,001 - $1,000,000
Interest
$5,001 - $15,000
3
Jones Day Pension (will receive approximately $2,750 per month at 65) (value not readily ascertainable)
None (or less than $201)
4
Jones Day Defined Contribution Plan- AML Retirement
4.1
Jones Day 2025 Fund
$250,001 - $500,000
None (or less than $201)
5
IRA Rollover
5.1
Brookfield Asset Management Inc. (BAM)
$100,001 - $250,000
None (or less than $201)
5.2
iShares Trust - iShares Russell 3000 ETF (IWV)
$100,001 - $250,000
None (or less than $201)
5.3
American Tower Corporation (AMT)
$100,001 - $250,000
None (or less than $201)
5.4
Danaher Corp. (DHR)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Minneapolis, Minnesota
Pursuant to my partnership agreement, I will receive refund of my capital account before assuming duties as U.S. Attorney.
5/2017
2
Minneapolis, Minnesota
Pursuant to my partnership agreement, I will receive a final partnership distribution. This payment will be based solely on the firm’s earnings through the date of my withdrawal from the partnership and will be paid before I assume the duties of U.S. Attorney. Jones Day may withhold certain amounts from my partnership share distribution for account reconciliation and tax purposes. Any excess amounts withheld by the firm that end up not being used for account reconciliation and tax purposes will be refunded to me no later than 5 years after my departure.
5/2017
3
Minneapolis, Minnesota
I may receive a bonus at the discretion of the firm management committee. If I am awarded a bonus, I will receive it prior to assuming the duties of the position of U.S. Attorney or I will forfeit it.
5/2017
4
Minneapolis, Minnesota
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2017
5
Minneapolis, Minnesota
I will continue to participate in this defined benefit plan.
5/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Minneapolis, Minnesota
Partner
2
Chicago, Illinois
Legal Services (client of Jones Day)
3
Chicago, Illinois
Legal Services (client of Jones Day)
4
Wichita, Kansas
Legal Services (client of Jones Day)
5
St. Paul, Minnesota
Legal Services (client of Jones Day)
6
Minneapolis, Minnesota
Legal Services (client of Jones Day)
7
Minneapolis, Minnesota
Legal Services (client of Jones Day)
8
St. Paul, Minnesota
Legal Services (client of Jones Day)
9
New York, New York
Legal Services (client of Jones Day)
10
Irvine, California
Legal Services (client of Jones Day)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
General Mills Pension
$15,001 - $50,000
Retirement payments
2
General Mills 401(k)
2.1
General Mills Diversified U.S. Equity Fund
$500,001 - $1,000,000
None (or less than $201)
2.2
General Mills Equity Index Fund
$500,001 - $1,000,000
None (or less than $201)
3
IRA
3.1
Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6 Shares (FTHFX)
$15,001 - $50,000
None (or less than $201)
3.2
Delaware Emerging Markets Fund Class R6 Shares (DEMZX)
$15,001 - $50,000
None (or less than $201)
3.3
iShares MSCIEmerging Markets ETF (EEM)
$15,001 - $50,000
None (or less than $201)
3.4
iShares Russell Mid-Cap ETF (IWR)
$100,001 - $250,000
None (or less than $201)
3.5
iShares Russell 2000 ETF (IWM)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Tapestry/Summerfield LP (Apt Bldgs; St. Cloud, MN)
$50,001 - $100,000
Rent or Royalties
$2,501 - $5,000
2
Pheasant Ridge LLC (Apt Bldg; St. Cloud, MN)
$1,001 - $15,000
Rent or Royalties
$2,501 - $5,000
3
Oakwood Heights LP (Apt Bldg; St. Cloud, MN)
$1,001 - $15,000
Rent or Royalties
$1,001 - $2,500
4
Four Seasons Estate LP (Apt Bldg; Sartell, MN)
$15,001 - $50,000
Rent or Royalties
$5,001 - $15,000
5
Geneva Place LP (Apt Bldg; Sauk Rapids, MN)
$1,001 - $15,000
Rent or Royalties
$1,001 - $2,500
6
Wingate Realty LP (Apt Bldg; New Hope, MN)
$1,001 - $15,000
Rent or Royalties
$2,501 - $5,000
7
Country Acres Estate LP (Apt Bldg; Sartell, MN)
$15,001 - $50,000
Rent or Royalties
$2,501 - $5,000
8
U.S. bank (cash accounts)
$1,000,001 - $5,000,000
Interest
$201 - $1,000
9
Country Acres Estate LP (Apt Bldg; Sartell, MN)
$15,001 - $50,000
Rent or Royalties
$2,501 - $5,000
10
Family Revocable Trust #1

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$500,001 - $1,000,000
2016
30 year (adjustable rate)
2
Bank of America
$50,001 - $100,000
2020
on demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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