Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.6 M - $3.3 M
Salary
  • salary
    Unknown
Employment
  • Started 09/27/2021

Financial Disclosure Details - OGE Form 278e (06/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Richmond, California
Board of Directors
9/2021
2
Chicago, Illinois
Partner
9/2021
3
Chicago, Illinois
Consultant
9/2021
4
Springfield, Illinois
Consultant
9/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
California Public Employees Retirement System (PERS), Defined Benefit (value not readily ascertainable)
Retirement payments
$140,000
2
21CP Solutions, LLC (public safety consulting)
$50,001 - $100,000
Consulting fees
$144,785
3
Illinois Office of the Attorney General
Consulting services
$6,300
4
Office of the Illinois Governor
Consulting Services
$1,613

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sacramento, California
I will continue to participate in this defined benefit plan.
4/1986
2
Chicago, Illinois
Upon confirmation, I will resign from 21CP Solutions, LLC. I will receive a distribution of outstanding consulting fees for work that I performed through the date of my resignation, which will be fixed before I enter government service. I also will receive a return of my equity investment in 21CP Solutions, LLC.
2/2017

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
California Public Employees Retirement System (PERS), Defined Benefit (value not readily ascertainable)
Retirement Payments
2
California Savings Plus, 457 plan
2.1
California State Employee Target Date Fund 2025
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Estate of a family member (value not readily ascertainable)
$100,001 - $250,000
Estate of a family member (mother). Payment in accordance with execution of Will - partial distribution.
$130,000
2
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
3
Allianz Life Insurance, variable Annuity
3.1
Allianz 222 Fixed Index Annuity
$250,001 - $500,000
None (or less than $201)
4
Residential Rental Property, Hayward, Ca
$500,001 - $1,000,000
Rent or Royalties
$5,001 - $15,000
5
Ross Stores Inc. (ROST)
$1,001 - $15,000
None (or less than $201)
6
Uber Technologies Inc. (UBER)
$1,001 - $15,000
None (or less than $201)
7
National Life Group, variable annuity
7.1
National Life Group LSW Fixed Index Annuity
$50,001 - $100,000
None (or less than $201)
8
MFS Growth Allocation A (MAGWX)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Bank
$500,001 - $1,000,000
2019
30 year
2
Quicken Home Loans
$500,001 - $1,000,000
2002
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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