Estimated Net Worth
- $857 K - $1.9 M
Salary
- Unknown
Employment
- Started 01/01/2019
Financial Disclosure Details - OGE Form 278e (03/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Oak Park, Illinois | Co-trustee - uncompensated | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Vanguard Growth and Income | $50,001 - $100,000 | None (or less than $201) | |
2 | Inherited IRA | |||
2.1 | iShares iBond Mar 2023 Term Corporate ex- Financials ETF | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Intermediate Term Bond ETF | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Real Estate ETF | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Short-Term Bond ETF | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Utilities ETF | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Wellesley Income Fund | $1,001 - $15,000 | None (or less than $201) | |
2.7 | FPA Crescent Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate - Vienna, VA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | US. credit union (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | Virginia 529 plan | |||
4.1 | 2021 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
5 | Family Trust #2 | |||
5.1 | Transamerica Life Insurance Company (fixed annuity) | $250,001 - $500,000 | Interest | None (or less than $201) |
6 | Family Trust #1 | |||
6.1 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2012 | 30yr |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 5.1 | My spouse has a 1/3 interest in the trust. The current value of the trust is reported. |
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