Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $5.1 M
Salary
- Unknown
Employment
- Started 01/02/2019
Records
- OGE Form 278t (01/31/2024)
- OGE Form 278t (12/13/2023)
- OGE Form 278t (10/26/2023)
- OGE Form 278t (08/19/2023)
- OGE Form 278t (08/08/2023)
- OGE Form 278t (07/19/2023)
- OGE Form 278e (06/12/2023)
- OGE Form 278t (05/29/2023)
- OGE Form 278t (04/19/2023)
- OGE Form 278t (03/02/2023)
- OGE Form 278t (02/11/2023)
- OGE Form 278t (12/22/2022)
- OGE Form 278t (11/20/2022)
- OGE Form 278t (09/08/2022)
- OGE Form 278e (08/12/2022)
- OGE Form 278t (06/25/2022)
- OGE Form 278t (04/30/2022)
- OGE Form 278t (02/26/2022)
- OGE Form 278t (01/25/2022)
- OGE Form 278t (01/16/2022)
- OGE Form 278t (06/17/2021)
- OGE Form 278e (05/17/2021)
- OGE Form 278t (04/11/2021)
- OGE Form 278t (10/18/2020)
- OGE Form 278t (08/13/2020)
- OGE Form 278t (06/29/2020)
- OGE Form 278e (05/13/2020)
- OGE Form 278t (04/29/2020)
- OGE Form 278e (05/15/2019)
- OGE Form 278t (04/12/2019)
- OGE Form 278e (04/25/2018)
Financial Disclosure Details - OGE Form 278e (06/12/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Estate Trust--Martin J. Oberman | Chicago, Illinois | trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA converted from profit sharing plan for Law Practice of "Martin J. Oberman" | |||
1.1 | ABBOTT LABS COM | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.2 | ALPHABET INC | $15,001 - $50,000 | None (or less than $201) | |
1.3 | AT&T INC COM | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
1.4 | BLACKROCK CORPORATE HIGH YIELD FUND (HYT) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.5 | BLACKSTONE GROUP L.P. (BX) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
1.6 | JOHNSON & JOHNSON | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.7 | JP MORGAN CHASE & CO | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
1.8 | U.S. Brokerage Account (Cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
1.9 | MCKESSON CORP NEW NT 2.700% 12/15/22 | $15,001 - $50,000 | Interest | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Law Practice of "Martin J. Oberman" | Chicago, Illinois | My solo legal practice will be inactive during my appointment. There are no outstanding client fees or expense reimbursements due or owing. | 12/2018 |
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 | Facing History and Ourselves (Non-profit organization) 403(b) plan | |||
1.1 | Vanguard Target Retirement Income (Sole asset in plan) | $100,001 - $250,000 | None (or less than $201) | |
2 | ReliaStar Life Insurance (Cash Annuity) | $50,001 - $100,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Brokerage Investment Account | |||
2.1 | King & Pierce CNTY Wash SCH Dist No 408 4.00 % Due Dec 1, 2033 | None (or less than $1,001) | Interest | $201 - $1,000 |
2.2 | Adams & Arapahoe CNTYS Colo JT SCH 5.00 % Due Dec 1, 2031 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2.3 | MainStay MacKay High Yield Municipal Bond Fund Class I (MUTF) | None (or less than $1,001) | $1,001 - $2,500 | |
2.4 | Miami Univ Ohio Gen RCPTS Rev Ref BDS 5.00 % Due Sep 1, 2028 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2.5 | New York N Y Go BDS Ser. 2018 B-1 5.25 % Due Oct 1, 2033 | $15,001 - $50,000 | $1,001 - $2,500 | |
2.6 | Pflugerville TX Isd 5%31 Go Utx Due 02/15/31 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2.7 | San Antonio Tex WTR Rev SYS JR Lien Ref 5.00 % Due May 15, 2031 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2.8 | Variant Alternative Income Fund (NICHX) | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SEATTLE WASH MUN LT & PWR REV IMPT BDS 04.00000% 07/01/2033 SER. 2020 A | Purchase | 01/06/2022 | $15,001 - $50,000 |
2 | ACTIVISION BLIZZARD INC COM | Sale | 01/19/2022 | $15,001 - $50,000 |
3 | SEATTLE WASH MUN LT & PWR REV IMPT BDS 04.00000% 07/01/2033 | Purchase | 01/04/2022 | $15,001 - $50,000 |
4 | SEATTLE WASH MUN LT & PWR REV IMPT BDS 04.00000% 07/01/2033 | Sale | 01/25/2022 | $15,001 - $50,000 |
5 | CARROLLTON TEX GO IMPT REF BDS SER. 04.00000% 08/15/2032 2021 | Purchase | 01/25/2022 | $15,001 - $50,000 |
6 | REQUEST FIRST TR EXCHANGE-TRADED FD IV NO AMER (EMLP) (Margin) | Sale | 02/18/2022 | $15,001 - $50,000 |
7 | D R HORTON INC (DHI) | Purchase | 02/24/2022 | $1,001 - $15,000 |
8 | CROWN POINT IND MULTI-SCH BLDG CORP AD VALOREM PPTY TAX FIRST MTG BDS 2021 COUPON 5.00000% | Purchase | 03/16/2022 | $15,001 - $50,000 |
9 | CARROLLTON TEX GO IMPT REF BDS 2021 COUPON 4.00000% | Sale | 03/17/2022 | $15,001 - $50,000 |
10 | NEBO UTAH SCH DIST GO REF BLDG BDS 2021 COUPON 5.00000% | Sale | 03/31/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citibank | $10,001 - $15,000 | 2016 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2.19 | This bond was redeemed prior to the reporting year and inadvertently included on the filer’s 2021 report. |
6 | 2.36 | This municipal bond was held prior to the reporting year. It was inadvertently excluded on the filer’s 2021 report, and filer is reporting it here as a correction. |
Do you have information about Martin J Oberman that is missing from this database?
Drop us a line at [email protected].