Observations
- Millionaire
Estimated Net Worth
- $6.1 M - $19.8 M
Salary
- Unknown
Employment
- Started 07/06/2021
Records
- OGE Form 278t (06/01/2022)
- OGE Form 278t (05/20/2022)
- OGE Form 278t (05/04/2022)
- OGE Form 278e (04/27/2022)
- OGE Form 278t (04/19/2022)
- OGE Form 278t (04/11/2022)
- OGE Form 278t (03/17/2022)
- OGE Form 278t (03/14/2022)
- OGE Form 278t (02/17/2022)
- OGE Form 278t (02/15/2022)
- OGE Form 278t (01/31/2022)
- OGE Form 278t (01/18/2022)
- OGE Form 278t (01/04/2022)
- OGE Form 278t (12/22/2021)
- OGE Form 278t (12/06/2021)
- OGE Form 278t (11/17/2021)
- OGE Form 278t (10/08/2021)
- OGE Form 278e (08/31/2021)
- Resume
Financial Disclosure Details - OGE Form 278e (04/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Detroit, Michigan | Chief Information Officer and Chief of Homeland Security and Emergency Management | 7/2021 | |
2 | Detroit, Michigan | Secretary of the Board | 7/2021 | |
3 | Louisville, Kentucky | trustee | Present | |
4 | Port Sanilac, Michigan | trustee | Present | |
5 | San Juan, Puerto Rico | Consultant | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | City of Detroit | Salary | $105,074 | |
2 | Kentucky Retirement System--County Employee Retirement Non Hazardous, defined benefit plan (value not readily ascertainable) eligible for approx $38,730/year at age 65 | None (or less than $201) | ||
3 | City of Detroit (deferred compensation) | |||
3.1 | VanguardGlobal Wellesley Income Fund Admiral Shares (VGYAX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Equitable Deferred Compensation | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Windsor Fund Investor | $50,001 - $100,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | Brown Advisory Sustainable Growth (BAFWX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Domini Impact International Equity Fund (DOMYX) | $50,001 - $100,000 | $1,001 - $2,500 | |
4.3 | Parnassus Mid Cap Fund (PFPMX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Frankfort, Kentucky | I will continue to participate in this defined benefit plan. | 2/2004 | |
2 | Detroit, Michigan | I will not participate in this defined contribution plan after my separation. My contribution has been rolled out of this retirement system | 2/2014 | |
3 | Detroit, Michigan | I no longer participate in this defined contribution plan. | 3/2014 |
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 | IRA #4 | |||
1.1 | Invesco International Diversified C | $15,001 - $50,000 | $201 - $1,000 | |
2 | Bid To Win Live | None (or less than $1,001) | Business Income | |
3 | McGraw Restorations | $50,001 - $100,000 | Business Income | |
4 | IRA #5 | |||
4.1 | MFS Diversified Income Fund C | $100,001 - $250,000 | $2,501 - $5,000 | |
4.2 | Pax Small Cap Fund A | $100,001 - $250,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Commonwealth Bank & Trust | cash payments | $1,906 | |
1.1 | Family Trust #1 | $500,001 - $1,000,000 | $15,001 - $50,000 | |
1.1.1 | Alphabet Inc Cap Stk Cl A (GOOGL) | $15,001 - $50,000 | ||
1.1.2 | Amazon.Com Inc (AMZN) | $50,001 - $100,000 | ||
1.1.3 | America Tower Corp (AMT) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.1.4 | American Water Works Company, Inc. (AWK) | $1,001 - $15,000 | ||
1.1.5 | Apple Inc (AAPL) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.1.6 | Bank of America Corporation Com (BAC) | $1,001 - $15,000 | ||
1.1.7 | Berkshire Hathaway Inc Del Cl B New (BRK.B) | $15,001 - $50,000 | ||
1.1.8 | Boeing Co Com (BA) | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | Purchase | 11/18/2021 | $1,001 - $15,000 |
2 | iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | Purchase | 11/19/2021 | $1,001 - $15,000 |
3 | PIMCO Income Fund Institutional Class Shares (PIMIX) | Purchase | 11/18/2021 | $15,001 - $50,000 |
4 | Principal MidCap Fund Institutional Class Shares (PCBIX) | Purchase | 11/18/2021 | $1,001 - $15,000 |
5 | Eaton Vance Emerging Markets Local Income Fund Class I Shares (EEIIX) | Sale | 11/18/2021 | $1,001 - $15,000 |
6 | Vanguard Small Cap Index Adm | Sale | 08/31/2021 | $1,001 - $15,000 |
7 | Netflix, Inc. (NFLX) | Sale | 09/01/2021 | $1,001 - $15,000 |
8 | Facebook, Inc. (FB) | Sale | 09/01/2021 | $1,001 - $15,000 |
9 | FPA New Income, Inc (FPNIX) | Purchase | 08/31/2021 | $1,001 - $15,000 |
10 | GQG Partners Emerging Markets Equity Inst | Purchase | 08/31/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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