Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $7.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/03/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chicago, Illinois | Co-Trustee | Present | |
2 | Chicago, Illinois | Co-Trustee | Present | |
3 | Chicago, Illinois | Co-Trustee | Present | |
4 | Family Trust 4 | Chicago, Illinois | Trustee | Present |
5 | Family Insurance Trust 1 | Chicago, Illinois | Trustee | Present |
6 | Family Insurance Trust 2 | Chicago, Illinois | Co-Trustee | Present |
7 | Family Insurance Trust 3 | Chicago, Illinois | Co-Trustee | Present |
8 | Family Insurance Trust 4 | Chicago, Illinois | Co-Trustee | Present |
9 | Family Trust 6 | Chicago, Illinois | Trustee | Present |
10 | Family Trust 5 | Chicago, Illinois | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard International Value Fund Investor Shares (VTRIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Value Index Fund Admiral Shares (VVIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|---|---|
1 | 401K | |||
1.1 | Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard PRIMECAP Fund Admiral Shares (VPMAX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.3 | Vanguard Windsor II Fund Admiral Shares (VWNAX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Franklin Small Cap Value Fund Advisor Class (FVADX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard International Growth Fund Admiral Shares (VWILX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | $1,001 - $15,000 | None (or less than $201) | |
2 | Invesco Real Estate Fund Class R6 Shs (IARFX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Family Trust 1 | |||
1.1 | US Bank Account (cash) #1 | $1,001 - $15,000 | $201 - $1,000 | |
2 | Family Trust 3 | |||
2.1 | Goldman Sachs Global Core Fixed Income Fund Class P Shares (GGXPX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Goldman Sachs High Yield Fund Class P Shares (GGMPX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Goldman Sachs Tax-AdvantagedGlobal Equity Portfolio Class P Shares (GSKPX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
2.4 | US Bank Account (cash) #2 | $1,001 - $15,000 | None (or less than $201) | |
3 | Family Trust 4 | |||
3.1 | Goldman Sachs Tax-AdvantagedGlobal Equity Portfolio Class P Shares (GSKPX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
4 | Insurance Trust 3 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Canyons SCH DIST UTAH GO 5% | Sale | 03/31/2023 | $100,001 - $250,000 |
2 | District Columbia Income Tax Rev 5% | Sale | 03/31/2023 | $100,001 - $250,000 |
3 | Jefferson Cnty Colo Sch Dist GO 5% | Sale | 03/31/2023 | $100,001 - $250,000 |
4 | Albuquerque New Mexico Muni GO 5% | Sale | 03/31/2023 | $100,001 - $250,000 |
5 | Washington DC Met Area Trans Rev 5% | Sale | 03/31/2023 | $100,001 - $250,000 |
6 | CHARLOTTE N C STORM WTR FEE REV 5% 12/01/25 JD | Sale | 03/31/2023 | $15,001 - $50,000 |
7 | AIKEN CNTY S C CONS SCH DIST GO 5% 03/01/24 MS | Sale | 03/31/2023 | $15,001 - $50,000 |
8 | PENNSYLVANIA ST GO 5% 10/15/23 AO | Sale | 03/31/2023 | $15,001 - $50,000 |
9 | UNIVERSITY NORTH TEX UNIV REV REV 5% 04/15/24 AO | Sale | 03/31/2023 | $15,001 - $50,000 |
10 | PORTLAND ORE SWR SYS REV REV 5% 03/01/26 MS | Sale | 03/31/2023 | $15,001 - $50,000 |
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 | Unpaid |
1 | 2 | Unpaid; no reportable underlying assets |
1 | 3 | Unpaid |
1 | 4 | Unpaid |
1 | 5 | Unpaid; no reportable underlying assets |
1 | 6 | Unpaid; No reportable underlying assets |
1 | 7 | Unpaid |
1 | 8 | Unpaid; No reportable underlying assets |
1 | 9 | Unpaid |
1 | 10 | Unpaid; No reportable underlying assets |
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