Observations
- Millionaire
Estimated Net Worth
- $9.1 M - $17.7 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chicago, Illinois | Commissioner | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Metropolitan Water Reclamation District of Greater Chicago | Salary | $127,122 | |
2 | Metropolitan Water Reclamation District of Greater Chicago, defined benefit plan | $100,001 - $250,000 | None (or less than $201) | |
3 | DS Schwab Roth IRA | |||
3.1 | Apple Inc (APPL) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Walt Disney Co (DIS) | $1,001 - $15,000 | None (or less than $201) | |
4 | DS Schwab IRA | |||
4.1 | AT&T (T) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Activision Blizzard (ATVI) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Alphabet Class A (GOOGL) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Alphabet Class C (GOOGL) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in this defined benefit plan. | 12/2006 |
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 | Spouse's IRA #1 2020 | |||
1.1 | Cash - U.S. brokerage account | $1,001 - $15,000 | None (or less than $201) | |
1.2 | AB Bond Inflation Strategy Class 1 Shares (ABNOX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | AB Global Bond Fund - ADV (ANAYX) | $250,001 - $500,000 | None (or less than $201) | |
1.4 | Bernstein Intermediate Duration Portfolio (IDPYX) | $250,001 - $500,000 | None (or less than $201) | |
1.5 | AB Discovery Growth Fund -AD (CHCYX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | AB Discovery Value Fund-ADV (ABYSX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | AB Emerging Markets Portfolio (SNEMX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | AB International Small Cap Portfolio (IRCYX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | AB International Strategic Equities -ADV Cl (STEYX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Spouse's Revocable Trust #1 2020 | |||
1.1 | Bernstein Diversified Municipal Portfolio (SNDPX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | AB Tax-Managed Wealth Appreciation (ATWYX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Spouse's Revocable Trust #2 2020 | |||
2.1 | Cash (held in Trust Account at Bernstein) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Health Care - Admiral Shares (VGHAX) | Over $1,000,000 | $50,001 - $100,000 | |
2.3 | Vanguard PRIMECAP Fund Admiral Shares (VPMAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.4 | Vanguard STAR Fund Investor Shares (VGSTX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Spouse's Revocable Trust #3 2020 | |||
3.1 | Bernstein Diversified Municipal Portfolio (SNDPX) | $100,001 - $250,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AB Global Bond Fund -ADV | Purchase | 12/07/2021 | $1,001 - $15,000 |
2 | AB Emerging Markets Portfolio | Purchase | 12/08/2021 | $1,001 - $15,000 |
3 | AB Discovery Growth Fund-AD | Purchase | 12/09/2021 | $1,001 - $15,000 |
4 | AB International Strategies Equities Portfolio ADV CL | Purchase | 12/10/2021 | $1,001 - $15,000 |
5 | AB Small Cap Core Portfolio ADV CL | Purchase | 12/10/2021 | $1,001 - $15,000 |
6 | AB Bond Inflation Strategy Class 1 Shares (ABNOX) | Purchase | 12/10/2021 | $1,001 - $15,000 |
7 | AB All Market R Class 1 | Purchase | 12/08/2021 | $1,001 - $15,000 |
8 | AB Discovery Value ADV | Purchase | 12/13/2021 | $1,001 - $15,000 |
9 | Dynamic Asset Allocation Overlay A Class 1 | Purchase | 12/15/2021 | $50,001 - $100,000 |
10 | Dynamic Asset Allocation Overlay B Portfolio Class 1 | Purchase | 12/15/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Schwab brokerage company | $15,001 - $50,000 | 2021 | open-ended |
2 | Citibank | $10,001 - $15,000 | 2021 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I served as an elected member of the Board of Commissioners. |
6 | 3.2 | While this account had $10,000 in dividends and capital gains, it also had realized losses of $21,000. |
7 | 1 | Three purchases on same day but total under $15,000 |
7 | 4 | Two purchases on the same day but total remains under $15,000 |
8 | 2 | Two cards. Aggregate total is just over $10,000. Rates range from 13.24% to 18.99%. |
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