Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $7.2 M
Salary
- Unknown
Employment
- Started 02/24/2021
Financial Disclosure Details - OGE Form 278e (03/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | CEO and President | 2/2021 | |
2 | Ft. Collins, Colorado | Strategic Advisor to the Chancellor | 2/2021 | |
3 | Stamford, Connecticut | Court Appointed Monitor | 2/2021 | |
4 | Chicago, Illinois | Member, Board of Directors | 2/2021 | |
5 | New York, New York | Member, Board of Directors | 2/2021 | |
6 | Washington, District of Columbia | Member, Board of Directors | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Iowa Public Employment System (Defined Benefit Plan. Value not readily ascertainable.) | Retirement Income (annual) | $36,000 | |
2 | IRA #1 | |||
2.1 | U.S. Money Market Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Invesco Corporate Bond Fund (ACCHX) | None (or less than $1,001) | None (or less than $201) | |
2.3 | Columbia Overseas Value Fund (COSSX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | DFA Global Real Estate (DFGEX) | None (or less than $1,001) | None (or less than $201) | |
2.5 | Fidelity Real Estate Index Fund (FSRNX) | None (or less than $1,001) | None (or less than $201) | |
2.6 | Fidelity Midcap Index (FSMDX) | None (or less than $1,001) | None (or less than $201) | |
2.7 | John Hancock Disciplined Value (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Lord Abbett Short Duration (LDLFX) | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Des Moines, Iowa | I will continue to participate in this defined benefit plan. | 1/1993 | |
2 | Arlington, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2017 | |
3 | Arlington, Virginia | I received a housing reimbursement from January 1 to February 23, 2021 which ceased upon my resignation from this employer on February 23, 2021. | 1/2017 |
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 | Iowa Public Employee Retirement System (Defined Benefit Plan. Value Not Readily Ascertainable) | Retirement Income | ||
2 | IRA #2 | |||
2.1 | Columbia Overseas Value Fund (COSXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Eaton Vance Short Duration (EILDX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity MidCap Index Fund (FSMDX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | John Hancock Disciplined Value Mid Cap (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Principal Midcap Fund (PCBIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Principal Global Real Estate Securities Fund (POSIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | PIMCO Long Term Real Return Fund | None (or less than $1,001) | None (or less than $201) | |
2.8 | Invesco Corporate Bond Fund Cl Y Shs (ACCHX) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Farmland (rented), Davis County, Iowa | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
2 | Brokerage Account #1 | |||
2.1 | Touchstone Mid Cap Value Fund (TCVYX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Lazard US Equity Concentrated Portfolio Fund (LEVIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Metropolitan West Total Return Bond Fund (MWTIX) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Champlain Small Company Fund (CIPNX) | None (or less than $1,001) | None (or less than $201) | |
2.5 | JP Morgan Small Cap Equity Fund (VSEIX) | None (or less than $1,001) | None (or less than $201) | |
2.6 | PIMCO Emerging Markets Bond Fund (PEBIX) | None (or less than $1,001) | $201 - $1,000 | |
2.7 | Aberdeen Emerging Markets Fund (ABEMX) | None (or less than $1,001) | None (or less than $201) | |
2.8 | Credit Suisse Commodity Return Strategy Fund (CRSOX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Midcap Index (FSMDX) | Sale | 12/23/2022 | $1,001 - $15,000 |
2 | Fidelity 500 Index Fund (FXAIX) | Sale | 03/21/2022 | $1,001 - $15,000 |
3 | Fidelity Advantage Small Cap Growth CL Fund | Sale | 10/20/2022 | $1,001 - $15,000 |
4 | Fidelity Mid Cap Index Fund | Sale | 12/23/2022 | $1,001 - $15,000 |
5 | PIMCO Long Term Real Return Fund | Sale | 01/03/2022 | $1,001 - $15,000 |
6 | Metropolitan West Total Return Bond Fund (MWTIX) | Sale | 12/23/2022 | $1,001 - $15,000 |
7 | Champlain Small Company Fund (CIPNX) | Sale | 12/23/2022 | $1,001 - $15,000 |
8 | PIMCO Emerging Markets Bond Fund (PEBIX) | Sale | 12/23/2022 | $1,001 - $15,000 |
9 | Goldman Sachs Financial Square Treasury Investments Fund (FTIXX) | Sale | 12/27/2022 | $1,001 - $15,000 |
10 | American Funds Washington Mutual Investors Fund (WMFFX) | Sale | 12/23/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
1 | 1 | I resigned from this position immediately after I was confirmed by the Senate to become Secretary of Agriculture in the Biden-Harris Administration. |
1 | 2 | I resigned from this position immediately after I was confirmed by the Senate to become Secretary of Agriculture in the Biden-Harris Administration. |
1 | 3 | I resigned from this position immediately after I was confirmed by the Senate to become Secretary of Agriculture in the Biden-Harris Administration. |
1 | 4 | I resigned from this uncompensated Board position immediately after I was confirmed by the Senate to become Secretary of Agriculture in the Biden-Harris Administration. |
1 | 5 | I resigned from this uncompensated Board position immediately after I was confirmed by the Senate to become Secretary of Agriculture in the Biden-Harris Administration. |
1 | 6 | I resigned from this uncompensated Board position on January 14, 2021. |
2 | 2.2 | This mutual fund was sold on September 22, 2022. |
2 | 2.6 | This mutual fund was sold on December 23, 2022. |
2 | 2.12 | This mutual fund was purchased on June 10, 2022. |
2 | 2.13 | This mutual fund was purchased on June 10, 2022. |
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