Jack Markell
State Department (State) - U.S. Ambassadors
U.S. Ambassador to Italy & San Marino
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $6.8 M - $16.1 M
Salary
  • salary
    Unknown
Employment
  • Started 07/27/2023
Records

Financial Disclosure Details - OGE Form 278e (01/19/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Wilmington, Delaware
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Rollover IRA
1.1
First American Gov't. Obligations CL Z
$50,001 - $100,000
None (or less than $201)
1.2
Brown Advisory Total Return Fund
$100,001 - $250,000
None (or less than $201)
1.3
Exact Sciences Corp.
$1,001 - $15,000
None (or less than $201)
1.4
MiMedx Group, Inc.
$15,001 - $50,000
None (or less than $201)
1.5
Brown Adv. Small Cap Growth CI Inv
$15,001 - $50,000
None (or less than $201)
1.6
Brown Advisory Small-Cap Fundamental Value Fund Institutional Class Shares (BAUUX)
$50,001 - $100,000
None (or less than $201)
1.7
Brown Adv. Flexible Equity
$50,001 - $100,000
None (or less than $201)
1.8
Brown Advisory Sustainable Growth
$50,001 - $100,000
None (or less than $201)
1.9
Brown Adv. Global Leaders
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Wilmington, Delaware
I will continue to participate in this defined contribution plan, and the plan sponsor will continue to make contributions.
9/2017
2
Dover, Delaware
As a retiree from the state of Delaware with 18 years of service, I am entitled to lifelong insurance.
1/2009
3
Dover, DE
I will continue to participate in this defined benefit plan.
3/2017
4
Wilmington, Delaware
Upon confirmation, I will place my consulting business in an inactive status. I am not owed any fees for services.
4/2021

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
Roth IRA
1.1
Brown Advisory Global Leaders Fund
$15,001 - $50,000
None (or less than $201)
2
Inherited IRA
cash distribution
$357
2.1
First American Gov. Obligations
None (or less than $1,001)
None (or less than $201)
2.2
Brown Advisory Global Leaders
$1,001 - $15,000
None (or less than $201)
3
SEP/Traditional IRA
3.1
First American Government Obligations
None (or less than $1,001)
None (or less than $201)
3.2
American Balanced Fund Class F2 Shares (AMBFX)
$1,001 - $15,000
None (or less than $201)
3.3
American Bond Fund of America
$1,001 - $15,000
None (or less than $201)
3.4
American Cap Inc Builder F2
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
First American Gov't. Obligations CI Z
$15,001 - $50,000
None (or less than $201)
2
First American Gov't. Obligations Income
None (or less than $1,001)
None (or less than $201)
3
Brown Advisory Tax Exempt Bond FundCI Inst
$250,001 - $500,000
$5,001 - $15,000
4
Brown Advisory Small Cap Growth CI Inv
$50,001 - $100,000
None (or less than $201)
5
Vanguard Dividend Growth
$100,001 - $250,000
$1,001 - $2,500
6
Brown Advisory Sustainable Growth CI Inst
$100,001 - $250,000
None (or less than $201)
7
Brown Advisory Small Cap Fundamental Value CI I
$50,001 - $100,000
$201 - $1,000
8
Brown Advisory Global Leaders Fund
$100,001 - $250,000
$201 - $1,000
9
DFA Emerging Markets Sustainability Core 1 Portfoliio
$50,001 - $100,000
$1,001 - $2,500
10
First American Government Obligations CI Z
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
investment by Poplar Ventres
Purchase
01/03/2022
$1,001 - $15,000
2
Scientific Games Corp. (SGMS)
Sale
01/05/2022
$50,001 - $100,000
3
Scientific Games Corp. (SGMS)
Sale
01/03/2022
$50,001 - $100,000
4
Scientific Games Corp. (SGMS)
Sale
01/04/2022
$50,001 - $100,000
5
Scientific Games Corp. (SGMS)
Sale
01/06/2022
$15,001 - $50,000
6
Scientific Games Corp. (SGMS)
Sale
01/07/2022
$15,001 - $50,000
7
Scientific Games Corp. (SGMS)
Sale
02/01/2022
$15,001 - $50,000
8
Anterix, Inc. (ATEX)
Sale
01/03/2022
$1,001 - $15,000
9
Anterix, Inc. (ATEX)
Sale
02/04/2022
$15,001 - $50,000
10
Anterix, Inc. (ATEX)
Sale
02/07/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Tilia Fund I
$15,001 - $50,000
2017
on demand
2
Brown Advisory Private Equity Partners V (TE), LLLP
$15,001 - $50,000
2017
on demand
3
Brown Advisory Investors 2018-TG PIP XI, LLLP
$15,001 - $50,000
2018
on demand
4
Brown Advisory Real Estate Partners II (QP), LLLP
$50,001 - $100,000
2019
on demand
5
Brown Advisory Private Equity Partners VIII (QP), LLLP
$50,001 - $100,000
2019
on demand
6
Brown Advisory Investors 2020-AVF V LLLP
$50,001 - $100,000
2021
on demand
7
Poplar Ventures
$50,001 - $100,000
2019
on demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1.13
I have a capital commitment to the Aviator Fund V of $100,000.
2
5
Some shares received as director fees.
2
6
In keeping with company policy, all options have now been vested.
6
32.5
Vivid Charts is a provider of data visualization and reporting solutions for enterprise customers.
6
50
Assets report in entries 51 through 91 were inherited during the reporting period.
7
1
I hold an investment in Poplar Ventures, which makes investments in other companies. In this case, Poplar Ventures invested in VividCharts, Inc., which provides data visualization and reporting solutions for enterprise customers who use core business software technology platforms.
7
7
The sale occurred simultaneous with the exercise of stock options.
7
8
This sale occurred simultaneous to an exercise of stock options.
7
9
This represents the sale upon exercise of Anterix options.
7
10
This represents the sale upon exercise of Anterix options.

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