Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $2.1 M
Salary
- Unknown
Employment
- Started 08/01/2023
Records
Financial Disclosure Details - OGE Form 278e (05/03/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Omaha, Nebraska | Board Member | 1/2021 | |
2 | New York, New York | President | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Tusk Philanthropies/Strategies; 401(k) Plan | |||
1.1 | Vanguard Target Retirement 2030 Fund (VTHRX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Target Retirement 2025 Fund (VTTVX) | $15,001 - $50,000 | None (or less than $201) | |
2 | ONE Campaign; 401(k) Plan | |||
2.1 | Vanguard Target Retirement 2025 Fund (VTTVX) | $100,001 - $250,000 | None (or less than $201) | |
3 | State Employees' Retirement System of Illinois; 401(k) Plan | |||
3.1 | T.Rowe Price 2025 Retirement Fund (TRRHX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Tusk Philanthropies | Salary | $13,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2009 | |
2 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2018 | |
3 | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2004 |
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 | Perkins Coie (Law firm) | salary, bonus | ||
2 | Perkins Coie; 401(k) Plan | |||
2.1 | Vanguard Target Retirement 2030 Fund Investor Shares (VTHRX) | Over $1,000,000 | None (or less than $201) | |
3 | Morgan Stanley Traditional IRA | |||
3.1 | Transamerica Asset Allocation Mod Gr A (IMLAX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Transamerica Global Equity Class A (IMNAX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Perkins Coie, capital account | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. credit union (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Utah 529 College Savings Plan | cash payments | $50,000 | |
3.1 | Customized Age Based Investment Option | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
6 | 3 | Filer withdrew money to pay for tuition. |
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