Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/12/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | AlphaCentric Income Opportunities Fund (IOFIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | United Food & Commercial Workers International Union, defined benefit plan (value not readily ascertainable) $2,200/mth at age 55 | None (or less than $201) | ||
3 | United Food & Commercial Workers Industry Pension Fund, defined benefit plan (value not readily ascertainable) $400/mth at age 62 | None (or less than $201) | ||
4 | United Food & Commercial Workers Local 1546 Pension Fund, defined benefit plan (value not readily ascertainable) $300/mth at age 65 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in this defined benefit plan. | 5/1991 | |
2 | Oak Brook, Illinois | I will continue to participate in this defined benefit plan. | 2/2002 | |
3 | Chicago, Illinois | I will continue to participate in this defined benefit plan. | 2/1992 |
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 | The Joint Commission | salary | ||
2 | Kellogg's 401k | |||
2.1 | US Large CO EQ IDX | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Small-Mid Co Grth | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Large Company Grth | $250,001 - $500,000 | None (or less than $201) | |
2.4 | International Equity | $100,001 - $250,000 | None (or less than $201) | |
2.5 | 2035 Target Retire | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Kellogg Stock Fund (only asset is Kellogg stock) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
3 | Kellogg's Core Pension Plan, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
4 | The Joint Commission, cash balance pension plan | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 CD (cash) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank #2 Money Market (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | U.S. bank #2 Savings (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | Bright Directions 529 (Illinois) | Cash payments | $13,778 | |
4.1 | Moderate Age Base 19+ -C | $15,001 - $50,000 | None (or less than $201) | |
5 | Midland National Fixed Annuity | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. brokerage account (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
7 | Ethereum (Coinbase, SoFi) | $1,001 - $15,000 | Capital Gains | $1,001 - $2,500 |
8 | Litecoin (Coinbase, PayPal) | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Filer's Information | 1 | Member of the Executive Board of the Labor and Employment Relations Association (LERA) June 2020- Present. |
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