Observations
- Millionaire
Estimated Net Worth
- $12.6 M - $44.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/05/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chicago, Illinois | Independent Manager - Board of Directors | Present | |
2 | New York, New York | News Contributor | Present | |
3 | Chicago, Illinois | Owner | Present | |
4 | New York, New York | Senior Advisor | Present | |
5 | Chicago, Illinois | Consultant | Present | |
6 | San Francisco, California | Senior Advisor | Present | |
7 | Chicago, Illinois | Mayor of Chicago | 5/2019 | |
8 | Chicago, Illinois | Chair of the Advisory Board | Present | |
9 | Chicago, Illinois | Trustee | Present | |
10 | Chicago, Illinois | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | U.S. investment account (cash) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | FIDELITY TREASURY MONEY MARKET | $100,001 - $250,000 | 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 | None (or less than $201) | |
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 | None (or less than $201) | |
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) | |
2 | RIE Consulting , LLC 401k Profit Sharing Plan |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | Filer will continue to participate in this 401k plan. Only 2021 contribution will be made. | 12/2020 | |
2 | Chicago, Illinois | Filer will continue to participate in this pension plan. Only 2021 contribution will be made. | 3/2021 | |
3 | Chicago, Illinois | Director Profits Unit Agreement. 186,101 Profits Units Granted. There is a provision for accelerated vesting upon government service. The unvested Profits Units granted under the Profits Unit Agreement will accelerate and vest in full in connection with Filer's termination of service. The company has the right to repurchase the Director Units within 120 days of the Filer’s resignation from the board in which case the price will be fixed on the date Filer resigns. In the event the company exercises its right and the valuation at resignation exceeds the market value at repurchase, Filer would request payment only up to the market value at repurchase. If the company does not exercise its repurchase right, the Director Units can be redeemed for cash or shares of Class A common stock (at the company’s election) when Filer exercises the redemption right (which must be after contractual lockup periods expire in January 2022). The company controls those redemption options, other than the election to redeem. | 2/2020 | |
4 | San Francisco, California | Nonstatutory Stock Option Agreement. Unvested options will vest upon separation, pursuant to the plan ‘public service’ provision. The filer will retain the vested options. | 10/2020 | |
5 | Chicago, Illinois | This will be placed into inactive status at the time the filer assumes the duties of the position. Client receivables will be fixed before the filer assumes the duties of the position of Ambassador. | 6/2019 | |
6 | Chicago, Illinois | Filer will continue to participate in this defined benefit plan. No benefits are being received. | 5/2011 | |
7 | Chicago, Illinois | Unvested RSUs will lapse upon separation with the board. | 2/2020 | |
8 | Chicago, Illinois | Per the filer’s pre-existing consulting agreement, if Filer terminates his Agreement in order to return to a role in public service, Company will pay Filer an additional three months of Fees totaling $150,000. The Company will make this payment prior to the filer assuming the duties of the position of Ambassador. | 7/2019 | |
9 | Chicago, Illinois | Vested RSUs. Upon the resignation, the Filer's vested RSUs will convert to stock. Once the RSU's are converted to stock, the shares are liquid, subject to SEC transfer restrictions. | 2/2020 | |
10 | New York, New York | Filer will received a Minimum Performance Retainer payment at separation. | 7/2019 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | Book advance (paid through RIE Consulting LLC) | |
2 | Chcago, Illinois | Board Director (paid through RIE Consulting LLC) | |
3 | Chicago, Illinois | Mayor of Chicago | |
4 | virtual event | Speaking engagement on behalf of National Association of Realtors (paid through RIE Consulting LLC). Joint event with Chris Christie. Honorarium donated to charity. | |
5 | virtual event | Speaking engagement on behalf of American Fuel and Petrochemical Manufacturers (AFPM) (paid through RIE Consulting LLC). Joint event with Karl Rove. Honorarium donated to charity. | |
6 | virtual event | Speaking engagement (paid through RIE Consulting LLC). Joint event with former Governor Jerry Brown and Christie Whitman. Honorarium donated to charity. | |
7 | virtual event | Speaking engagement on behalf of BNP Paribas (paid through RIE Consulting LLC). Joint event with Reince Priebus. Honorarium donated to charity. | |
8 | virtual event | Speaking engagement on behalf of Lincoln International (paid through RIE Consulting LLC). Joint event with Chris Christie. Honorarium donated to charity. | |
9 | virtual event | Speaking engagement (paid through RIE Consulting LLC). Joint event with Chris Christie. Honorarium donated to charity. | |
10 | virtual event | Speaking engagement (paid through RIE Consulting LLC). Joint event with Karl Rove. Honorarium donated to charity. |
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 #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Family trust #1 | |||
3.1 | Brokerage account | |||
3.1.1 | U.S. investment account (cash) | $100,001 - $250,000 | None (or less than $201) | |
3.1.2 | FIDELITY TREASURY MONEY MARKET | $50,001 - $100,000 | None (or less than $201) | |
3.1.3 | CHAMPLAIN SMALL COMPANY INSTITUTIONAL | $15,001 - $50,000 | None (or less than $201) | |
3.1.4 | FIDELITY 500 INDEX | $15,001 - $50,000 | $201 - $1,000 | |
3.1.5 | $250,001 - $500,000 | $2,501 - $5,000 | ||
3.1.6 | ISHARES CORE MSCI EUROPE ETF | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $1,000,001 - $5,000,000 | 2021 | 30 yr fixed |
2 | JPMorgan Chase Bank | $100,001 - $250,000 | 2012 | 9/2027 maturity date |
3 | Golub Capital Partners 9 | $15,001 - $50,000 | 2014 | on demand |
4 | Golub Capital BDC 3 | $15,001 - $50,000 | 2018 | on demand |
5 | Volta Energy Storage Fund I | $250,001 - $500,000 | 2020 | on demand |
6 | Covenant Apartment Fund X | $100,001 - $250,000 | 2020 | on demand |
7 | Southwest Value Partners Fund XXI | $50,001 - $100,000 | 2020 | on demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | The parent company is Disney. |
2 | 8.4 | Joint event with Chris Christie. Honorarium donated to charity. |
2 | 8.5 | Joint event with Karl Rove. Honorarium donated to charity. |
2 | 8.6 | Joint event with former Governor Jerry Brown and Christie Whitman. Honorarium donated to charity. |
2 | 8.7 | Joint event with Reince Priebus. Honorarium donated to charity. |
2 | 8.8 | Joint event with Chris Christie. Honorarium donated to charity. |
2 | 8.9 | Joint event with Chris Christie. Honorarium donated to charity. |
2 | 8.10 | Joint event with Karl Rove. Honorarium donated to charity. |
2 | 8.11 | Joint event with Chris Christie. Honorarium donated to charity. |
2 | 8.12 | Honorarium donated to charity. |
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