Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.8 M
Salary
- Unknown
Employment
- Started 12/16/2021
Financial Disclosure Details - OGE Form 278e (05/08/2023)
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 |
|---|---|---|---|---|
1 | City of Milwaukee | Salary | $17,638 | |
2 | Roth IRA | |||
2.1 | W.R. Berkley Corporation (WRB) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | J & J Snack Food Corp (JJSF) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Technology Select Sector SPDR Trust (XLK) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class Shares (BVALX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | T. Rowe Price Global Stock Fund (PRGSX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | REV Group, Inc. (REVG) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | MFS International Growth Fund Class I Shares (MQGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Pax Global Environmental Markets Fund Institutional Class Shares (PGINX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Milwaukee, Wisconsin | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2004 | |
2 | Madison, Wisconsin | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 5/1984 | |
3 | Madison, Wisconsin | I will continue to participate in this defined benefit plan. | 4/2004 | |
4 | Milwaukee, Wisconsin | I will continue to participate in this defined benefit plan. | 4/2004 |
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 | Wisconsin Retirement System, defined benefit plan | $100,001 - $250,000 | Monthly Retirement Payment | |
2 | Roth | |||
2.1 | Badger Meter, Inc. (BMI) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | The Kraft Heinz Company (KHC) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | REV Group, Inc. (REVG) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | T-Mobile US, Inc. (TMUS) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Xeris Pharmaceuticals, Inc. (XERS) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | JPMorgan Hedged Equity Fund Class I Shares (JHEQX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Pax Global Environmental Markets Fund Institutional Class Shares (PGINX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual whole life | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
2 | U.S. credit union accounts (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
3 | U.S. brokerage account #1 (cash) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
4 | BCKDEA, LLC. (note receivable from family member) | $50,001 - $100,000 | None (or less than $201) | |
5 | Joint brokerage | |||
5.1 | Alps Etf Tr (DTEC) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Amgen Inc. (AMGN) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5.3 | Badger Meter, Inc. (BMI) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
5.4 | W.R. Berkley Corp. (WRB) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
5.5 | Cable One, Inc. (CABO) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Cable One, Inc. (CABO) | Purchase | 01/05/2022 | $1,001 - $15,000 |
2 | iShares Russell 2000 Value ETF (IWM) | Purchase | 01/07/2022 | $15,001 - $50,000 |
3 | Thermo Fisher Scientific, Inc. (TMO) | Sale | 01/25/2022 | $1,001 - $15,000 |
4 | Neogen Corp. (NEOG) | Sale | 01/25/2022 | $15,001 - $50,000 |
5 | Hewlett-Packard Enterprise Co. (HPE) | Sale | 01/04/2022 | $1,001 - $15,000 |
6 | Technology Select Sector SPDR Fund (XLK) | Purchase | 01/04/2022 | $1,001 - $15,000 |
7 | Microsoft Corp. (MSFT) | Sale | 01/04/2022 | $15,001 - $50,000 |
8 | New World Fund, Inc Class F2 Shares (NFFFX) | Purchase | 01/06/2022 | $1,001 - $15,000 |
9 | Fidelity AdvisorEmerging Asia Fund Class I Shares (FERIX) | Sale | 01/06/2022 | $1,001 - $15,000 |
10 | Technology Select Sector SPDR Fund (XLK) | Purchase | 01/25/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Government of Luxembourg | Luxembourg, Outside U.S. | On June 9,2022 I accompanied the Luxembourg Minister of Defense on a plane trip to Albacete Spain for the announcement of a letter of intent between Luxembourg and two companies pertaining to Luxembourg paying for the transportation of solar power equipment to Puerto Rico. The government provided the transportation. |
Endnotes
Section | # | Description |
|---|---|---|
2 | 3.9 | This was listed in my previous report as AllanGI Convertible Fund Class P Shares (ANCMX). This is the new listing. |
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