Ellen Luger
Minster Counselor for Agriculture in Rome
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.8 M - $38.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Hennepin County, Minnesota
Trustee
Present
2
Hennepin County, Minnesota
Trustee
Present
3
Hennepin County, Minnesota
Trustee
Present
4
Hennepin County, Minnesota
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
General Mills, Inc., defined benefit plan
$15,001 - $50,000
None (or less than $201)
2
General Mills, Inc. 401(k)
2.1
General Mills Diversified U.S. Equity Fund
$500,001 - $1,000,000
None (or less than $201)
2.2
General Mills Equity Index Fund
$500,001 - $1,000,000
None (or less than $201)
3
IRA
3.1
COLUMBIA HIGH YIELD BOND FUND CL INSTL3
$1,001 - $15,000
$201 - $1,000
3.2
PIMCO HIGH YIELD FD CLASS INSTL
$1,001 - $15,000
$1,001 - $2,500
3.3
DOUBLELINE TOTAL RETURN BOND FUND CL I
$1,001 - $15,000
$1,001 - $2,500
3.4
VANGUARD TOTAL BOND MKT
$1,001 - $15,000
$201 - $1,000
3.5
ISHARES IBOXX $ INVT GRADE CORP BD
$1,001 - $15,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
General Mills, Inc.
Golden Valley, Minnesota
I will continue to participate in this defined benefit plan.
1/2005
2
General Mills, Inc.
Golden Valley, Minnesota
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2005
3
General Mills, Inc.
Golden Valley, Minnesota
Retention and possible future disposition of currently held employer-awarded equity. No further awards anticipated.
1/2005

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
Jones Day, defined benefit plan (value not readily ascertainable)
None (or less than $201)
2
Jones Day
2.1
Jones Day 2025 Fund
$250,001 - $500,000
None (or less than $201)
3
AML IRA
3.1
COLUMBIA HIGH YIELD BOND FUND CL INSTL3
$1,001 - $15,000
None (or less than $201)
3.2
PIMCO HIGH YIELD FD CLASS INSTL
$1,001 - $15,000
None (or less than $201)
3.3
VANGUARD TOTAL BOND MKT
$1,001 - $15,000
None (or less than $201)
3.4
DOUBLELINE TOTAL RETURN BOND FUND CL I
$1,001 - $15,000
None (or less than $201)
3.5
CLEARBRIDGE SMALL CAP GROWTH FUND CL IS
$1,001 - $15,000
None (or less than $201)
3.6
ISHARES IBOXX $ INVT GRADE CORP BD
$1,001 - $15,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Family Revocable Trust #1 ( E )
1.1
Investment Management Account #1
1.1.1
SMA - TESE #1
1.1.1.1
UNITED STS STL CORP NEW
$1,001 - $15,000
None (or less than $201)
1.1.1.2
KITE REALTY GROUP TR SHS
$1,001 - $15,000
None (or less than $201)
1.1.1.3
AKAMAI TECHNOLOGIES INC
$1,001 - $15,000
None (or less than $201)
1.1.1.4
ENTERGY CORP NEW
$1,001 - $15,000
None (or less than $201)
1.1.1.5
M/I HOMES INC
$1,001 - $15,000
None (or less than $201)
1.1.1.6
WATTS WATER TECH INC
$1,001 - $15,000
None (or less than $201)
1.1.1.7
MASTEC INC FLA
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
AMAZON COM INC COM
Purchase
08/16/2022
$1,001 - $15,000
2
ALPHABET INC SHS CL C
Purchase
08/16/2022
$1,001 - $15,000
3
NVIDIA
Purchase
08/16/2022
$1,001 - $15,000
4
BLACKSTONE LIFE SCIENCES V ACCESS FUND, L.P. TRANCHE M
Purchase
08/01/2022
$1,001 - $15,000
5
APPLE INC
Purchase
08/16/2022
$1,001 - $15,000
6
COMCAST CORP NEW CL A
Purchase
08/16/2022
$1,001 - $15,000
7
WALMART INC
Purchase
08/16/2022
$1,001 - $15,000
8
MICROSOFT CORP
Purchase
08/16/2022
$1,001 - $15,000
9
STEVEN MADDEN LTD SHS
Sale
08/16/2022
$1,001 - $15,000
10
LAUDER ESTEE COS INC A
Sale
08/16/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$50,001 - $100,000
2020
On demand
2
Bank of America
$500,001 - $1,000,000
2022
30 year (fixed rate)

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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