Estimated Net Worth
- $202 K - $555 K
Salary
- Unknown
Employment
- Started 05/23/2021
Records
Financial Disclosure Details - OGE Form 278e (04/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Jake Braun LLC | Chicago, Illinois | Regional Field Director | 1/2021 |
2 | Chicagoland Operators Joint Labor- Management PAC | Countryside, Illinois | Field Director | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Agency Sales Thru Solutions, 401k | |||
1.1 | BlackRock LifePath Index 2060 Fund Class K Shares (LIZKX) | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | The Agency Sales Thru Solutions | Wood Dale, Illinois | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2019 |
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 | U.S. Credit Union (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA #1 (WF) | |||
2.1 | InvescoComstock Fund Class Y Shares (ACSDX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Advisor Short-Term Bond Fund Class I Shares (FBNIX) | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | First EagleGlobal Fund Class I Shares (SGIIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Growth Fund of America Class F2 Shares (GFFFX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | PIMCO Total Return Fund Institutional Class Shares (PTTRX) | $1,001 - $15,000 | $201 - $1,000 | |
2.6 | PIMCO International Bond Fund (US Dollar- Hedged) Institutional Class Shares (PFORX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Pioneer High Yield Fund, Inc Class Y Shares (TYHYX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | UGMA |
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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