Observations
- Millionaire
Estimated Net Worth
- $3.1 M - $15.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/01/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Senior Consultant (project and campaign management) | 7/2021 | |
2 | Chicago, Illinois | Board Secretary | Present | |
3 | Chicago, Illinois | Co-Chair | Present | |
4 | Chicago, Illinois | Managing Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Tusk Strategies (Public affairs consulting) | Salary/Bonus | $198,068 | |
2 | Tusk Strategies, 401(k) Plan: | |||
2.1 | Vanguard Target Retirement 2050 Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Managed Account - Rollover IRA: | |||
3.1 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Franklin DynaTech Fund Advisor Class Shares (FDYZX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | John Hancock USGlobal Leaders Growth Fund Class I Shares (USLIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | MainStay Winslow Large Cap Growth Fund Class I Shares (MLAIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2018 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage account: | |||
1.1 | Destiny Media Technologies Inc. (DSNY) | $1,001 - $15,000 | None (or less than $201) | |
2 | Greenlaw International LP | |||
2.1 | Destiny Media Technologies Inc. (DSNY) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Nanotech Security Corp. | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Ingo Money, Inc. | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #1 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | U.S. bank #2 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | Kingsbury Park Retail, LLC: | |||
5.1 | Commercial real estate - Chicago, IL | $1,000,001 - $5,000,000 | Rent or Royalties | $5,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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