Observations
- Millionaire
Estimated Net Worth
- $4.7 M - $11.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/19/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Indianapolis, Indiana | Professor of Practice | Present | |
2 | Bloomington, Indiana | Director | Present | |
3 | Bloomington, Indiana | Assistant Director | 8/2019 | |
4 | Chicago, Illinois | Senior Law Fellow | 8/2019 | |
5 | Bloomington, Indiana | Volunteer member of Dean's Council | Present | |
6 | Wellfleet, Massachusetts | Trustee | Present | |
7 | Indianapolis, Indiana | Volunteer member of citizen advisory board | 12/2019 | |
8 | Indianapolis, Indiana | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Indiana University | Salary | $157,460 | |
2 | IRA #1 | |||
2.1 | American Funds New Perspective Fund Cl F3 (FNPFX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Washington Mutual Investors Fund F3 (FWMIX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Parnassus Mid Cap Instl (PFPMX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Vanguard International Dividend Appreciation Index Fund ETF Shares (VIGI) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | Vanguard Total Bond Market Index Fund ETF (BND) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Vanguard ESG US Stock ETF (ESGV) | $250,001 - $500,000 | None (or less than $201) | |
2.7 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA #2 (Roth IRA) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Indianapolis, Indiana | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/1993 | |
2 | Indianapolis, Indiana | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2017 | |
3 | Indianapolis, Indiana | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Chicago, Illinois | I was employed as a part-time Senior Law Fellow in 2019 | |
2 | Indianapolis, Indiana | I am a law professor and Director of Indiana University's Environmental Resilience Institute. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Indiana Legal Services, Inc. | salary | ||
2 | IRA #4 | |||
2.1 | Vanguard International Dividend Appreciation Index Fund ETF Shares (VIGI) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Vanguard ESG US Stock ETF (ESGV) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Total International Bond Index Fund ETF (BNDX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Vanguard Total Bond Market Index Fund ETF (BND) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | TIAA-CREF Core Impact Bond Instl (TSBIX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | American Funds American Mutual F3 (AFMFX) | $100,001 - $250,000 | None (or less than $201) | |
2.7 | American Funds New Perspective Fund Cl F3 (FNPFX) | $100,001 - $250,000 | None (or less than $201) | |
2.8 | American Funds SMALLCAP World Fund Cl F3 (SFCWX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | US domestic bank #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | Family Trust #1 | |||
3.1 | residential real estate, Wellfleet, MA | $500,001 - $1,000,000 | None (or less than $201) | |
4 | US brokerage account | |||
4.1 | Vanguard International Dividend Appreciation ETF (VIGI) | $50,001 - $100,000 | $201 - $1,000 | |
4.2 | AMG GW&K Core Bond ESG I (MBDFX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4.3 | TIAA-CREF Core Impact Bond Instl (TSBIX) Instl | $250,001 - $500,000 | $15,001 - $50,000 | |
4.4 | American Funds Capital World Growth and Income Fund F3 (FWGIX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4.5 | Washington Mutual Investors Fund - F-3 (FWMIX) | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | National Bank of Indianapolis | $250,001 - $500,000 | 2015 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 5 | Indiana University O'Neill School of Public and Environmental Affairs conferred upon the filer the honorary title of Adjunct Professor of Practice. Filer is not compensated for these duties and has no responsibilities. |
2 | 1 | Filer holds two positions at Indiana University: Environmental Resilience Institute. |
5 | 5 | Partnership distribution resulting from the sale of real estate by former law firm. |
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