Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $5.5 M
Salary
- Unknown
Employment
- Started 11/30/2022
Financial Disclosure Details - OGE Form 278e (05/09/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Edina, Minnesota | unpaid trustee | Present | |
2 | Edina, Minnesota | unpaid trustee | Present | |
3 | Edina, Minnesota | unpaid trustee | Present | |
4 | Edina, Minnesota | unpaid trustee | Present | |
5 | Edina, Minnesota | unpaid trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Arnall Golden Gregory LLP (Law Firm) | partnership draw | ||
2 | Arnall Golden Gregory LLP Self-Employed Persons Retirement Plan | |||
2.1 | DFA U.S. Large Cap Growth Institutional | $15,001 - $50,000 | None (or less than $201) | |
2.2 | DFA U.S. Large Cap Value III | $15,001 - $50,000 | None (or less than $201) | |
2.3 | DFA U.S. Small Cap Growth Institutional | $15,001 - $50,000 | None (or less than $201) | |
2.4 | DFA Emerging Markets Core Equity I | $1,001 - $15,000 | None (or less than $201) | |
2.5 | DFA International Small Company I | $1,001 - $15,000 | None (or less than $201) | |
2.6 | DFA Large Cap International I | $15,001 - $50,000 | None (or less than $201) | |
2.7 | DFA International Real Estate Sec I | $1,001 - $15,000 | None (or less than $201) | |
2.8 | DFA Real Estate Securities I | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Domestic U.S. bank account #1 (cash) | $500,001 - $1,000,000 | None (or less than $201) | |
2 | Fidelity Puritan Fund (FPURX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Estate of a Family Member (value not readily attainable) | None (or less than $201) | ||
4 | Inherited IRA | |||
4.1 | Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alphabet, Inc. (GOOG) | Purchase | 03/18/2021 | $15,001 - $50,000 |
2 | Amazon.com, Inc. (AMZN) | Purchase | 03/18/2021 | $15,001 - $50,000 |
3 | American Express Co. (AXP) | Purchase | 03/18/2021 | $15,001 - $50,000 |
4 | American Tower Corporation (REIT) (AMT) | Purchase | 03/18/2021 | $15,001 - $50,000 |
5 | Appian Corporation (APPN) | Purchase | 03/18/2021 | $1,001 - $15,000 |
6 | Apple, Inc. (AAPL) | Purchase | 03/18/2021 | $15,001 - $50,000 |
7 | Bank of America Corp. (BAC) | Purchase | 03/18/2021 | $15,001 - $50,000 |
8 | Berkshire Hathaway Inc. (BRKB) | Purchase | 03/18/2021 | $15,001 - $50,000 |
9 | Brookfield Asset Management Inc (BAM) | Purchase | 03/18/2021 | $15,001 - $50,000 |
10 | Canadian National Railway Co (CNI) | Purchase | 03/18/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Suntrust Mortgage | $500,001 - $1,000,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 1 | Rollover IRA from Spouse's TSP |
7 | 2 | Rollover IRA from Spouse's TSP |
7 | 3 | Rollover IRA from Spouse's TSP |
7 | 4 | Rollover IRA from Spouse's TSP |
7 | 5 | Rollover IRA from Spouse's TSP |
7 | 6 | Rollover IRA from Spouse's TSP |
7 | 7 | Rollover IRA from Spouse's TSP |
7 | 8 | Rollover IRA from Spouse's TSP |
7 | 9 | Rollover IRA from Spouse's TSP |
7 | 10 | Rollover IRA from Spouse's TSP |
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