Observations
- Millionaire
Estimated Net Worth
- $6.9 M - $26.0 M
Salary
- $180 K
Financial Disclosure Details - OGE Form 278e (05/09/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Wilmington, Delaware | Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Faegre Baker Daniels, 401(k) plan: | |||
1.1 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Baron Small Cap Fund Retail Shares (BSCFX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity IRA | |||
2.1 | Fidelity Core | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Silver Trust (SLV) | $1,001 - $15,000 | None (or less than $201) | |
3 | Yale University Retirement Savings Account | |||
3.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | New Haven, Connecticut | I will continue to participate in the voluntary retirement savings plan. Neither the sponsor nor I will make further contributions following my separation. | 9/2017 | |
2 | Minneapolis, Minnesota | I will continue to participate in the defined contribution retirement plan. Neither the sponsor nor I make further contributions to this plan. | 9/2013 |
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 | Trust #1 | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
1.1 | United State bank (cash account) | |||
1.2 | Residential real estate in Londonberry, NH | |||
1.3 | Residential property in Amherst, NH | |||
1.4 | 4 Townsend West LLC | |||
1.4.1 | United States bank (cash account) | None (or less than $1,001) | ||
1.4.2 | Residential real estate in Nashua, NH | $1,000,001 - $5,000,000 | ||
1.5 | Hampton Hills LP (real estate in Citrus Hills, FL) | $250,001 - $500,000 | ||
1.5.1 | United States bank (cash account) | |||
1.5.2 | Citrus Hills Holdings LLC |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | 250 shs American Express Company | Sale | 07/22/2021 | $15,001 - $50,000 |
2 | 300 shs Aptar Group Inc. | Sale | 07/22/2021 | $15,001 - $50,000 |
3 | 300 shs Baxter International , Inc. | Sale | 07/22/2021 | $15,001 - $50,000 |
4 | 450 shs Donaldson Co., Inc. | Sale | 07/22/2021 | $15,001 - $50,000 |
5 | 275 shs Emerson Electric Co. | Sale | 07/22/2021 | $15,001 - $50,000 |
6 | 225 shs Fedex Corp. | Sale | 07/22/2021 | $50,001 - $100,000 |
7 | 1,075 shs Fiserv Inc. | Sale | 07/22/2021 | $100,001 - $250,000 |
8 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 07/28/2021 | $100,001 - $250,000 |
9 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | Purchase | 08/13/2021 | $15,001 - $50,000 |
10 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 08/13/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Nelnet | $15,001 - $50,000 | 2003 | 20 years |
2 | First Republic Bank | $500,001 - $1,000,000 | 2017 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
6 | 1 | The value listed represents only my spouse's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 6/30/2021. The income range listed is distribution received for 2021. |
6 | 1.5.2 | The value of my spouse's interest in Citrus Hill Holdings, LLC is reflected in Hampton Hills, LP at entry 1.5. |
6 | 1.5.2.8.4 | For the underlying holdings of Brentwood Farms, LLC, see Part 6, Line 1.5.2.7. |
6 | 2 | Interest in realty limited partnership with real estate in Nashua and Manchester, NH. |
6 | 3 | Interest in realty limited partnership with real estate in Nashua, NH. |
6 | 4 | Holds reimbursement value of spouse's interest in residential property in NH. |
6 | 5 | Interest on a liquidation basis. |
6 | 10 | For the underlying holdings of Brentwood Farms, LLC, see Part 6, Line 1.5.2.7. |
6 | 11 | The value listed represents only my spouse's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 6/30/2020. The income range listed is distribution received for 2020. |
6 | 11.7 | See Part 6, Line 1.6 for underlying holdings of this asset. |
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