Observations
- Millionaire
Estimated Net Worth
- $9.8 M - $38.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Hennepin County, Minnesota | Trustee | Present | |
2 | Hennepin County, Minnesota | Trustee | Present | |
3 | Hennepin County, Minnesota | Trustee | Present | |
4 | Hennepin County, Minnesota | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | General Mills, Inc., defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
2 | General Mills, Inc. 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 | COLUMBIA HIGH YIELD BOND FUND CL INSTL3 | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | PIMCO HIGH YIELD FD CLASS INSTL | $1,001 - $15,000 | $1,001 - $2,500 | |
3.3 | DOUBLELINE TOTAL RETURN BOND FUND CL I | $1,001 - $15,000 | $1,001 - $2,500 | |
3.4 | VANGUARD TOTAL BOND MKT | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | ISHARES IBOXX $ INVT GRADE CORP BD | $1,001 - $15,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | General Mills, Inc. | Golden Valley, Minnesota | I will continue to participate in this defined benefit plan. | 1/2005 |
2 | General Mills, Inc. | Golden Valley, Minnesota | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2005 |
3 | General Mills, Inc. | Golden Valley, Minnesota | Retention and possible future disposition of currently held employer-awarded equity. No further awards anticipated. | 1/2005 |
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 | Jones Day, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
2 | Jones Day | |||
2.1 | Jones Day 2025 Fund | $250,001 - $500,000 | None (or less than $201) | |
3 | AML IRA | |||
3.1 | COLUMBIA HIGH YIELD BOND FUND CL INSTL3 | $1,001 - $15,000 | None (or less than $201) | |
3.2 | PIMCO HIGH YIELD FD CLASS INSTL | $1,001 - $15,000 | None (or less than $201) | |
3.3 | VANGUARD TOTAL BOND MKT | $1,001 - $15,000 | None (or less than $201) | |
3.4 | DOUBLELINE TOTAL RETURN BOND FUND CL I | $1,001 - $15,000 | None (or less than $201) | |
3.5 | CLEARBRIDGE SMALL CAP GROWTH FUND CL IS | $1,001 - $15,000 | None (or less than $201) | |
3.6 | ISHARES IBOXX $ INVT GRADE CORP BD | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Family Revocable Trust #1 ( E ) | |||
1.1 | Investment Management Account #1 | |||
1.1.1 | SMA - TESE #1 | |||
1.1.1.1 | UNITED STS STL CORP NEW | $1,001 - $15,000 | None (or less than $201) | |
1.1.1.2 | KITE REALTY GROUP TR SHS | $1,001 - $15,000 | None (or less than $201) | |
1.1.1.3 | AKAMAI TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) | |
1.1.1.4 | ENTERGY CORP NEW | $1,001 - $15,000 | None (or less than $201) | |
1.1.1.5 | M/I HOMES INC | $1,001 - $15,000 | None (or less than $201) | |
1.1.1.6 | WATTS WATER TECH INC | $1,001 - $15,000 | None (or less than $201) | |
1.1.1.7 | MASTEC INC FLA | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AMAZON COM INC COM | Purchase | 08/16/2022 | $1,001 - $15,000 |
2 | ALPHABET INC SHS CL C | Purchase | 08/16/2022 | $1,001 - $15,000 |
3 | NVIDIA | Purchase | 08/16/2022 | $1,001 - $15,000 |
4 | BLACKSTONE LIFE SCIENCES V ACCESS FUND, L.P. TRANCHE M | Purchase | 08/01/2022 | $1,001 - $15,000 |
5 | APPLE INC | Purchase | 08/16/2022 | $1,001 - $15,000 |
6 | COMCAST CORP NEW CL A | Purchase | 08/16/2022 | $1,001 - $15,000 |
7 | WALMART INC | Purchase | 08/16/2022 | $1,001 - $15,000 |
8 | MICROSOFT CORP | Purchase | 08/16/2022 | $1,001 - $15,000 |
9 | STEVEN MADDEN LTD SHS | Sale | 08/16/2022 | $1,001 - $15,000 |
10 | LAUDER ESTEE COS INC A | Sale | 08/16/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $50,001 - $100,000 | 2020 | On demand |
2 | Bank of America | $500,001 - $1,000,000 | 2022 | 30 year (fixed rate) |
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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