Observations
- Millionaire
Estimated Net Worth
- $373.5 M - $1.1 B
Salary
- Unknown
Employment
- Started 02/09/2022
Records
- OGE Form 278t (04/12/2023)
- OGE Form 278t (03/10/2023)
- OGE Form 278t (02/08/2023)
- OGE Form 278t (01/10/2023)
- OGE Form 278t (11/16/2022)
- OGE Form 278t (10/27/2022)
- OGE Form 278t (08/26/2022)
- OGE Form 278t (07/28/2022)
- OGE Form 278t (06/02/2022)
- OGE Form 278t (05/06/2022)
- OGE Form 278t (05/04/2022)
- OGE Form 278t (03/31/2022)
- OGE Form 278e (05/20/2021)
Financial Disclosure Details - OGE Form 278e (05/20/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Trustee | Present | |
2 | Boston, Massachusetts | Trustee | Present | |
3 | Boston, Massachusetts | Trustee | Present | |
4 | Boston, Massachusetts | Trustee | Present | |
5 | Boston, Massachusetts | Trustee | Present | |
6 | Boston, Massachusetts | Trustee | Present | |
7 | Boston, Massachusetts | Trustee | Present | |
8 | Boston, Massachusetts | Trustee | Present | |
9 | Boston, Massachusetts | Trustee | Present | |
10 | Billings, Montana | Manager | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Baupost Group - Savings Retirement Plan | |||
1.1 | Vanguard International Growth Fund Admiral Shares (VWILX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | American Century Inflation-Adjusted Bond Fund Class R6 Shares (AIADX) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | Portion of filer's Baupost Group equity to be purchased by company at book value; final payment in March 2022. | 4/2013 | |
2 | Boston, Massachusetts | Baupost Group - Savings Retirement Plan - I will continue to participate in this savings retirement plan. The plan sponsor has not made further contributions after my separation. | 12/1998 |
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 | Roth IRA | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Fidelity Magellan Fund (FMAGX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity Low-Priced Stock Fund (FLPSX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity Blue Chip Growth Fund (FBGRX) | $1,001 - $15,000 | None (or less than $201) | |
3 | 401k [Google LLC] | |||
3.1 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Family Trust #1 | |||
1.1 | Brokerage Acct #1 | |||
1.1.1 | GS Financial Sq Trsy Instruments (FTIXX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
1.2 | Baupost LP 1983 A-1, Boston, MA | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | |
1.3 | Baupost LP 1983 C-1, Boston, MA | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | |
1.4 | The Baupost Group LLC, Boston, MA (management company) | $1,000,001 - $5,000,000 | Capital Gains Interest Dividends Rent or Royalties | $1,000,001 - $5,000,000 |
1.5 | East Rock Focus Fund, LP, New York, NY | $25,000,001 - $50,000,000 | $1,000,001 - $5,000,000 | |
1.6 | JMB Insurance Agency, Inc, Chicago, IL (insurance agency) | None (or less than $1,001) | Interest Rent or Royalties | $2,501 - $5,000 |
1.7 | JMB Realty Corporation, Chicago, IL, (real estate company, property in NC, CA, TX, PA, HI, IL) | None (or less than $1,001) | Interest Rent or Royalties | $15,001 - $50,000 |
1.8 | Magnetar Discovery Fund LLC, Evanston, IL | $25,000,001 - $50,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan, New York, NY | $5,000,001 - $25,000,000 | 2020 | 1 year |
2 | Bank of America, Boston, MA | $5,000,001 - $25,000,000 | 2021 | 15 years |
3 | First Republic Bank, Boston, MA | $1,000,001 - $5,000,000 | 2017 | 30 years |
4 | Flex Capital Fund I, L.P., San Francisco, CA | $50,001 - $100,000 | 2018 | On Demand |
5 | Qiming U.S. Healthcare Fund II, L.P., Bellevue, WA | $500,001 - $1,000,000 | 2019 | On Demand |
6 | Bank of America, Boston, MA, USA | $1,000,001 - $5,000,000 | 2016 | 15 years |
7 | Bank of America, Boston, MA, USA | $1,000,001 - $5,000,000 | 2019 | 15 years |
8 | Bank of America, Boston, MA, USA | $5,000,001 - $25,000,000 | 2021 | 15 years |
9 | Bank of America, Boston, MA, USA | $5,000,001 - $25,000,000 | 2020 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1.8 | The only position disclosed to investors is Lucid Group, Inc. |
6 | 5.3 | The only position disclosed to investors is Lucid Group, Inc. |
6 | 7.4 | The only position disclosed to investors is Lucid Group, Inc. |
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