Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/02/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | GE Healthcare Technologies, Inc. | Chicago, Illinois | Senior Counsel, Global Investigations and Fraud and Abuse Prevention | Present |
2 | Chicago Police Board | Chicago, Illinois | Hearing Officer | Present |
3 | Ubiety Technologies, Inc. | Morton Grove, Illinois | General Counsel | 5/2022 |
4 | Ubiety Technologies, Inc. | Morton Grove, Illinois | Outside General Counsel | 10/2022 |
5 | Wesley Child Care Center | Glenview, Illinois | Board of Directors | Present |
6 | Glenview, Illinois | Trustee | Present | |
7 | GE Corporation | Chicago, Illinois | Senior Counsel, Global Investigations and Fraud and Abuse Prevention | 1/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | GE HealthCare Technologies, Inc., Long-Term Incentive Plan | |||
1.1 | GEHC unvested restricted stock units | $15,001 - $50,000 | None (or less than $201) | |
2 | GE HealthCare Technologies, Inc. | Salary | $285,000 | |
3 | Chicago Police Board | Salary | $10,018 | |
4 | Ubiety Technologies, Inc. Common Stock (Security Technology) | $1,001 - $15,000 | None (or less than $201) | |
5 | Traditional IRA | |||
5.1 | Vanguard Target Retirement 2035 Investor CL | $50,001 - $100,000 | None (or less than $201) | |
6 | SEP IRA | |||
6.1 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Roth IRA |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | GE HealthCare Technologies, Inc. | Chicago, Illinois | RSU was granted on 2/1/2023, and will vest over a 3- year period with a 2-year cliff date. If I leave GEHC prior to 2/1/2025, the RSU will terminate automatically. | 2/2023 |
2 | GE HealthCare | Chicago, Illinois | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2022 |
3 | GE HealthCare Technologies, Inc. | Chicago, Illinois | Pursuant to the One GE HealthCare Annual Bonus Plan, I will receive any 2023 bonus to which I may be entitled only if I am still an employee of GE Healthcare Technologies, Inc. when such bonuses are paid, which is estimated to be by March 15, 2024. I will not receive any bonus unless I am employed on the date bonuses are paid. | 1/2023 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | GE Healthcare Technologies, Inc. | Chicago, Illinois | Services as Senior Counsel, Global Investigations and Fraud and Abuse Prevention |
2 | Chicago Police Board | Chicago, Illinois | Services as Hearing Officer |
3 | Ubiety Technologies, Inc. | Morton Grove, Illinois | Services as General Counsel |
4 | Ubiety Technologies, Inc. | Morton Grove, Illinois | Services as Outside General Counsel |
5 | GE Corporation | Chicago, Illinois | Services as Senior Counsel, Global Investigations and Fraud and Abuse Prevention |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Zurich American Insurance Company (insurer) | salary, bonus | ||
2 | Roth IRA | |||
2.1 | Vanguard Total Stock Market Index Fund (VTSAX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Zurich American Insurance Company 401(k) | |||
3.1 | Vanguard Institutional Total Stock Market Index Trust | $250,001 - $500,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Total International Stock Market Index Trust | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Vanguard Institutional Total Bond Market Index Trust | $50,001 - $100,000 | None (or less than $201) | |
4 | Zurich American Insurance Company, defined benefit plan | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) #1 | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Via Benefits health savings account | |||
3.1 | Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Bright Start Illinois 529 Child 1 | |||
4.1 | Vanguard Total Stock Market Index Fund 529 (VSMPX) | $250,001 - $500,000 | None (or less than $201) | |
4.2 | Vanguard Total Bond Market Index 529 (VBMPX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Bright Start Illinois 529 Child #2 | |||
5.1 | Vanguard Total Stock Market Index Fund 529 (VSMPX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Vanguard Total Bond Market Index 529 (VBMPX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
1 | 1 | GE HealthCare spun off from the larger GE Corporation in January 2023. Thus, technically my employment from October - December 2022 was with GE Corporate, and from January - Present is with GE HealthCare. There has been no practical effect on my employment status, however. |
1 | 3 | Ubiety, a small startup, changed names and addresses during my time there. The overarching corporate entity remained the same. |
1 | 6 | Revocable trust established for the benefit of the filer. |
2 | 2 | This includes salary from GE Corporation. |
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