Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.8 M
Salary
- Unknown
Employment
- Started 02/19/2021
Records
Financial Disclosure Details - OGE Form 278e (04/25/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chicago, Illinois | Lecturer and Executive Director | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | University of Chicago | Salary | $24,832 | |
2 | Cambridge Toma, LLC | $1,001 - $15,000 | None (or less than $201) | |
3 | Cambridge Global Advisors 401K | |||
3.1 | Fidelity FreedomIndex 2040 | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | Will continue as lecturer | 2/2021 | |
2 | Cambridge Global Advisors, LLC | Washington, District of Columbia | I will continue to participate in this defined contribution plan after my separation. The plan sponsor will no longer make contributions to the plan. | 7/2013 |
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 | iShares MSCI EAFE International Index Fund Class K Shares (BTMKX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | MFS Research International Fund Class R6 Shares (MRSKX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Ishares Core S&P 500 ETF | $100,001 - $250,000 | $1,001 - $2,500 | |
4 | Vanguard 500 Index Fund | $500,001 - $1,000,000 | $5,001 - $15,000 | |
5 | Vanguard Total International Bond Index | $1,001 - $15,000 | $201 - $1,000 | |
6 | Dodge & Cox Income | $1,001 - $15,000 | None (or less than $201) | |
7 | Ishares MSCI EAFE ETF | $1,001 - $15,000 | $201 - $1,000 | |
8 | Ishares MSCI Japan ETF New | $1,001 - $15,000 | None (or less than $201) | |
9 | Fidelity 500 Index | $1,001 - $15,000 | None (or less than $201) | |
10 | JPMorgan US Equity CL R6 | $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 |
|---|---|---|
1 | 1 | Ethics approval received. |
2 | 2 | Ownership share obtained during previous employment with company. |
6 | 27 | Passive ownership share investment in company. |
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