Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.7 M
Salary
- Unknown
Employment
- Started 10/12/2021
Financial Disclosure Details - OGE Form 278e (05/17/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The Bizzell Group | New Carrollton, Maryland | Senior Advisor | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Bizzell Group | Salary/Bonus | $133,007 |
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 | Skinny Labs Inc (DBA Spin - subsidiary of Ford Motor Co. - eScooters) (left mid-Aug. 2021) | salary, bonus | ||
2 | State of Illinois, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | City of Chicago, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
4 | Ford 401K | |||
4.1 | BlackRock LifePath Index 2040 Fund (LIKKX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Kivvit 401k | |||
5.1 | T Rowe Price Retirement 2040 Fund I (TRRDX) | $15,001 - $50,000 | None (or less than $201) | |
6 | National Alliance of Public Charter Schools | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | $1,001 - $15,000 | Dividends | None (or less than $201) |
2 | Checking Account #1 | $1,001 - $15,000 | None (or less than $201) | |
3 | Facebook, Inc. (FB) | $1,001 - $15,000 | None (or less than $201) | |
4 | Rental Property (Henderson, NV) | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
5 | Amazon.com, Inc. (AMZN) | $100,001 - $250,000 | None (or less than $201) | |
6 | Alphabet, Inc. (GOOG) | $100,001 - $250,000 | Capital Gains | $5,001 - $15,000 |
7 | Peloton Interactive Inc (PTON) | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
8 | 529 - DC College Savings Plan | |||
8.1 | U.S. Intermediate'Term Bond Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
8.2 | U.S. Large Cap Equity Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | Sale | 01/10/2022 | $1,001 - $15,000 |
2 | Facebook, Inc. (FB) | Sale | 01/10/2022 | $1,001 - $15,000 |
3 | Amazon.com, Inc. (AMZN) | Sale | 01/10/2022 | $100,001 - $250,000 |
4 | Alphabet, Inc. (GOOG) | Sale | 01/10/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Evergreen Home Loans | $100,001 - $250,000 | 2013 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | New employer as of mid-Aug. 2021 is National Alliance of Public Charter Schools |
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