Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $4.1 M
Salary
- Unknown
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (09/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Ida C. and Morris Falk Foundation | Salary and bonus | ||
2 | Management Consultant, sole proprietor | $50,001 - $100,000 | consulting fees | |
3 | IRA | |||
3.1 | Davenport Value & Income (DVIPX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Davenport Core Fund (DAVPX) | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Davenport Small Cap Focus Fund (DSCPX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | New Perspective Fund Class A Shares (ANWPX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | New World Fund, Inc Class A Shares (NEWFX) | $1,001 - $15,000 | None (or less than $201) | |
5 | SEP IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
2 | USAA Nevada 529 College Savings Plan age- based | |||
2.1 | Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Moderate Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Conservative Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Very Conservative Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.5 | In College Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | USAA Nevada 529 College Savings Plan age- based | |||
3.1 | In College Portfolio | $100,001 - $250,000 | None (or less than $201) | |
4 | Rental Apartment in Chicago, IL | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Guaranteed Rate, Inc | $500,001 - $1,000,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | House in Arlington -- was personal residence until we transferred to Mexico in July 2021 |
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