Observations
- Millionaire
Estimated Net Worth
- $2.7 M - $6.2 M
Salary
- Unknown
Employment
- Started 12/19/2023
Financial Disclosure Details - OGE Form 278e (02/03/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | Trustee | Present | |
2 | Chicago, Illinois | Trustee | Present | |
3 | Estate of Carol and Gerard Meyer | Chicago, Illinois | Executor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Van Eck Vectors Morningstar Wide Moat ETF (MOAT) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity Advisor Healthcare Fund (FIKCX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Fidelity Advisor Biotechnology Fund Class Z Shares (FIJYX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | ETFMG Prime Cyber Security ETF (HACK) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Exchange Traded Concepts / Robo Global Robotics and Automation Index ETF (ROBO) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | U.S. brokerage money market account (cash) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Baron Discovery Fund Institutional Class Shares (BDFIX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | PGIM Jennison Global Opportunities Fund (PRJZX) | $15,001 - $50,000 | 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 | Darden Restaurants, Inc. | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
2 | Qualcomm Incorporated | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
3 | Starbucks Corporation | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
4 | U.S. brokerage money market account (cash) | $50,001 - $100,000 | None (or less than $201) | |
5 | U.S. brokerage money market account (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
7 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
8 | PGIM Jennison Global Opportunities Fund (PRJZX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Aberdeen Standard Global Infrastructure Income Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
10 | Dropbox, Inc. (DBX) | $15,001 - $50,000 | 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 |
|---|---|---|
Nothing reported in this section | ||
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