Financial Disclosure Details - OGE Form 278e (04/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chicago, Illinois
Owner
Present
2
Chicago, Illinois
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
U.S. investment account (cash)
None (or less than $1,001)
None (or less than $201)
1.2
FIDELITY TREASURY MONEY MARKET
None (or less than $1,001)
None (or less than $201)
1.3
CHAMPLAIN SMALL COMPANY INSTITUTIONAL
$50,001 - $100,000
None (or less than $201)
1.4
FIDELITY 500 INDEX
$250,001 - $500,000
$5,001 - $15,000
1.5
RIVERBRIDGE GROWTH INSTITUTIONAL
$100,001 - $250,000
None (or less than $201)
1.6
VANGUARD HIGH DIVIDEND YIELD INDEX ADM
$100,001 - $250,000
$5,001 - $15,000
1.7
DODGE & COX INCOME
$250,001 - $500,000
None (or less than $201)
1.8
DOUBLELINE TOTAL RETURN BOND I
$100,001 - $250,000
None (or less than $201)
1.9
MONROE CAPITAL INCOME PLUS CORPORATION
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Chicago, Illinois
Filer will continue to participate in this 401k plan. No 2022 contribution was made.
12/2020
2
Chicago, Illinois
Filer will continue to participate in this pension plan.
3/2021
3
Chicago, Illinois
This is in inactive status.
6/2019
4
Chicago, Illinois
Filer will continue to participate in this defined benefit plan. No benefits are being received.
5/2011

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
U.S. brokerage #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. brokerage firm #1
2.1
U.S. investment account (cash)
$1,001 - $15,000
None (or less than $201)
2.2
FIDELITY TREASURY MONEY MARKET
$15,001 - $50,000
$1,001 - $2,500
2.3
U.S. investment account - temporary cash holding.
None (or less than $1,001)
None (or less than $201)
2.4
AMERICAN CENTURY EQUITY INCOME Y
$50,001 - $100,000
$1,001 - $2,500
2.5
CHAMPLAIN SMALL COMPANY INSTITUTIONAL
$250,001 - $500,000
None (or less than $201)
2.6
ISHARES RUSSELL 1000 GROWTH
$250,001 - $500,000
$2,501 - $5,000
2.7
JENSEN QUALITY GROWTH I
$250,001 - $500,000
$2,501 - $5,000
2.8
SCHWAB S&P 500 INDEX
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
100,000.00 units of WhiteHouse Tex Combination Tax Rev 02.0000 2/15/2030 OCTG of Obligation Ser. 2022
Purchase
01/26/2022
$100,001 - $250,000
2
100,000 units of Galesburg-Augusta Michigan CMNTY SCHS GO 3% 05/01/2030 UNLTD Bldg Site BDS SER. 2022
Purchase
02/25/2022
$100,001 - $250,000
3
50,000 units Princeton N J BRD ED SCH BDS SER. 22BOE 2.6% 01/15/2031
Purchase
03/16/2022
$50,001 - $100,000
4
3,522 units of Variant Alternative Income Institutional(NICHX)
Purchase
03/15/2022
$50,001 - $100,000
5
3,357 units of Variant Alternative Income Institutional(NICHX)
Purchase
03/21/2022
$50,001 - $100,000
6
Linden Executives LLC - Series 1
Purchase
07/12/2022
$15,001 - $50,000
7
50,000 Champaign & Vermillion CNTYS ILL 03.00000% 12/31/2031 CMNTY High Sch Dist NO 305
Purchase
08/09/2022
$50,001 - $100,000
8
Linden Executives LLC - Series 1 Capital Call
Purchase
08/04/2022
$1,001 - $15,000
9
Linden Executives, LLC - Series 1
Purchase
09/09/2022
$1,001 - $15,000
10
Linden Executives, LLC - Series 1
Purchase
11/30/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$1,000,001 - $5,000,000
2021
30 yr fixed
2
Golub Capital Partners 9
$15,001 - $50,000
2014
on demand
3
Covenant Apartment Fund X
$10,001 - $15,000
2020
on demand
4
Southwest Value Partners Fund XXI
$15,001 - $50,000
2020
on demand
5
Linden Executive, LLC
$100,001 - $250,000
2021
on demand
6
Covenant Apartment Fund XI
$100,001 - $250,000
2022
on demand
7
Southwest Value Partners Fund XXII
$50,001 - $100,000
2021
on demand
8
Southwest Value Partners Fund XXIII
$100,001 - $250,000
2022
on demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
3
Changed to EIF given that the investment meets the requirements for EIF classification.

Do you have information about Rahm Emanuel that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Biden's Basement. All rights reserved