Estimated Net Worth
- $325 K - $925 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/28/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chicago, Illinois | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | DFA Five Year Global Fixed Income Portfolio Institutional Class (DFGBX) | $1,001 - $15,000 | None (or less than $201) | |
2 | DFA Intermediate Government Bond (DFIGX) | $15,001 - $50,000 | None (or less than $201) | |
3 | DFA International Value (DFIVX) | $1,001 - $15,000 | None (or less than $201) | |
4 | DFA Large Cap International (DFALX) | $1,001 - $15,000 | $1,001 - $2,500 | |
5 | DFA Short Term Extended Quality (DFEQX) | $15,001 - $50,000 | None (or less than $201) | |
6 | DFA US Large Cap Value (DFLVX) | $1,001 - $15,000 | $5,001 - $15,000 | |
7 | DFA US Small Cap (DFSTX) | $1,001 - $15,000 | $1,001 - $2,500 | |
8 | iShares iBoxx Investment Grade Corporate Bond (LQD) | $1,001 - $15,000 | None (or less than $201) | |
9 | iShares North America Natural Resources (NANR) | $1,001 - $15,000 | $1,001 - $2,500 | |
10 | iShares Russell 1000 Value (IWD) | $1,001 - $15,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Bank | $100,001 - $250,000 | 2020 | 30 yrs |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Revocable living trust; filer is not grantor and does not receive mandatory distributions. |
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