Observations
- Millionaire
Estimated Net Worth
- $7.8 M - $20.2 M
Salary
- Unknown
Employment
- Started 12/17/2021
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. |
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