Observations
- Millionaire
Estimated Net Worth
- $7.2 M - $21.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Godrey, Illinois | Trustee (Unpaid) | Present | |
2 | Washington, District of Columbia | Leadership in Government Fellow | 1/2021 | |
3 | , Delaware | Contractor | Present | |
4 | Washington, District of Columbia | Of Counsel/ Contractor | 1/2021 | |
5 | Consumer Rights Regulatory Engagement and Advocacy Project | Washington, District of Columbia | Founder | Present |
6 | Takoma Park, Maryland | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index (Traditional IRA) | $100,001 - $250,000 | None (or less than $201) | |
2 | Vanguard 500 Index (Roth IRA) | $250,001 - $500,000 | None (or less than $201) | |
3 | Ditech Holding Corporation Consumer Creditor Recovery Trust | contract income for services performed | $29,280 | |
4 | National Consumer Law Center | contract payment for services rendered | $3,059 | |
5 | Land of Lincoln 401(k) Plan | |||
5.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Land of Lincoln Legal Assistance Foundation | East St. Louis, Illinois | This is a traditional 401(k) retirement account established when I was employed at Land of Lincoln Legal Assistance. Neither Land of Lincoln nor myself are making any contributions to the plan or have made any contributions since 2007. | 8/1994 |
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 | Sqool Techs, LLC | $1,001 - $15,000 | Business income | |
2 | Kickstarter Trangeek Movie (value not readily available) | None (or less than $201) | ||
3 | Putnam Variable Annuity: | |||
3.1 | Putnam VT Sustainable Leaders Fund (PNOPX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Putnam VT Global Equity (PEQBX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Vanguard 500 Index Fund Admiral Shares (Roth IRA) | $100,001 - $250,000 | None (or less than $201) | |
5 | Traditional IRA - Certificate of Deposit | $1,001 - $15,000 | None (or less than $201) | |
6 | Merrill Retirement Account: | |||
6.1 | Blackrock Capital (MAFGX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Blackrock Global (MDLOX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Evergreen Heights Land Trust: | $250,001 - $500,000 | Rent or Royalties | $5,001 - $15,000 |
1.1 | Residential Real Estate (Jersey County, Illinois) | |||
1.2 | Farmland (Jersey County, Illinois) | |||
2 | Vanguard 500 Index Fund | $50,001 - $100,000 | $201 - $1,000 | |
3 | Vanguard Long-Term Investment Grade Funds (VWETX & VWESX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | Adobe Systems Inc | $100,001 - $250,000 | None (or less than $201) | |
5 | AEE Ameren Stock | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | Heartland Express Stock (HTLD) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
7 | Hershey Corp (HSY) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
8 | Lindsay Corp Stock (LNN) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | 12 shares of Alphabet Inc Cl A (Googl) | Sale | 02/19/2021 | $15,001 - $50,000 |
2 | 12 shares of Alphabet Inc Cl C (Goog) | Sale | 02/19/2021 | $15,001 - $50,000 |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) multiple | Purchase | 09/28/2021 | $15,001 - $50,000 |
4 | Vanguard International Growth Fund Admiral Shares (VWILX) | Purchase | 12/15/2021 | $1,001 - $15,000 |
5 | Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) | Sale | 07/07/2021 | $1,001 - $15,000 |
6 | Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) (multiple) | Purchase | 05/04/2021 | $15,001 - $50,000 |
7 | Fidelity Magellan Fund (FMAGX) multiple | Purchase | 05/07/2021 | $15,001 - $50,000 |
8 | Fidelity Series Overseas Fund (FSOSX) | Purchase | 12/03/2021 | $1,001 - $15,000 |
9 | Fidelity OTC Portfolio (FOCPX) multiple | Purchase | 09/10/2021 | $15,001 - $50,000 |
10 | Fidelity Select Technology ((FSPTX) multiple | Purchase | 04/09/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Express | $15,001 - $50,000 | 2021 | 30 days |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This trust's assets are reported in Part 6, Lines 1-1.2. |
1 | 3 | Contractor for the Ditech Holding Corporation Consumer Creditor Recovery Trust. |
6 | 30 | Cash Distribution of $11057.72. |
6 | 32 | Cash payments of $8547.95 |
8 | 1 | No APR for this charge card. |
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