Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.8 M
Salary
- Unknown
Employment
- Started 05/04/2021
Records
Financial Disclosure Details - OGE Form 278e (04/06/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Minnetonka, Minnesota | Chief Medical Officer | 5/2021 | |
2 | Washington, District of Columbia | Primary care provider | 4/2021 | |
3 | Washington, District of Columbia | Board of Directors | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | UHG, unvested stock options (value not readily ascertainable): Unvested UHG options: Grant date 6/18, grant price $244.43, exp 6/28: 280 vest on 6/21; 281 on 6/22. Grant date 2/19, grant price $262.98, exp 2/29: 468 vest on 2/26/22; 268 vest on 2/26/23. Grant date 2/20, price $302.20, exp 2/20: 416 vest on 2/22, 416 on 2/23, 416 on 2/24. Grant date 2/21, price $327.64: 312 vest on 2/22, 313 vest on 2/23, 313 on 2/24, 313 on 2/25. | None (or less than $1,001) | None (or less than $201) | |
2 | UHG, restricted stock units not yet distributed | None (or less than $1,001) | None (or less than $201) | |
3 | United Healthcare Community & State (Health insurance managed care organization) | Salary/Bonus (cash bonus only). Cash bonus already awarded, no change with any future performance of UHG. | $617,500 | |
4 | Unity Health Care, Homeless Medicine Program | Salary | $3,220 | |
5 | UHG Executive Savings Plan | |||
5.1 | WF Target 2040 | $50,001 - $100,000 | None (or less than $201) | |
6 | Wells Fargo Roth IRA | $1,001 - $15,000 | None (or less than $201) | |
6.1 | First Trust 75/25 Strategic Allocation Portfolio 1Q 20 R UIT (FPZWNX) | $1,001 - $15,000 | None (or less than $201) | |
7 | UHG 401k savings plan | |||
7.1 | WF Target 2045 Cit E3 | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Minnetonka, Minnesota | Upon my resignation, able to retain and exercise vested options for a limited time. All unvested options are forfeit. | 6/2018 | |
2 | Minnetonka, Minnesota | Value of RSUs as described above is contingent on remaining in company. Resignation from UHG will result in forfeit of unvested RSUs, entire portion of above stated amount. (Stock already vested and distributed is retained, and is listed elsewhere). | 6/2018 | |
3 | Minnetonka, Minnesota | ESPP acct. is a cash acct. | 6/2018 | |
4 | Minnetonka, Minnesota | Executive savings plan, contributions every month into a deferred investment fund with partial employer match. At termination, investment will be paid out in 5 installments every year for 5 years. | 6/2018 | |
5 | Minnetonka, Minnesota | I will not participate in this defined contribution plan after my separation. | 6/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Minnetonka, Minnesota | Chief Medical Officer |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Self employed | Solo practitioner as licensed professional counselor. | ||
2 | Wells Fargo SEP IRA accounts | |||
2.1 | American Funds Growth & Income Portfolio Class C Shares (GAITX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | American Funds Growth Portfolio Class C Shares (GWPCX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Wells Fargo Roth IRA | |||
3.1 | First Trust 75/25 Strategic Allocation 1Q 20R UIT (FPZWNX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity account (Spouse) | None (or less than $201) | ||
1.1 | ISHARES TR Russell 1000 Growth ETF | $50,001 - $100,000 | $201 - $1,000 | |
1.2 | ISHARES TR Russell MidCap Growth ETF | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | iShares Russell 1000 Value ETF (IWD) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | ISHARES TR Russell 2000 Growth ETF | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares Russell Mid-Cap Value ETF (IWS) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | ISHARES MSCI EAFE ETF | $1,001 - $15,000 | None (or less than $201) | |
1.7 | PIMCO Income Fund Institutional Fund | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares Russell 2000 Value ETF (IWN) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Lord abbett short duration income CI I | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Forfeited before HHS start date. |
2 | 2 | Forfeited before HHS start date |
6 | 1 | Dividend income |
6 | 1.1 | Dividend income |
6 | 7 | Interest on high yield savings account |
6 | 9 | Dividends and capital gain distributions |
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