Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 02/14/2022
Financial Disclosure Details - OGE Form 278e
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Small Business Majority | Washington, DC, US | Director, Midwest Region; National Women's Entrepreneurship Director | 02/07 /2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Small Business Majority (401k) Principal 403B | |||
1.1 | (Mutual Fund) TIAA Cref-TIAA | $1,001 - $15,000 | $201 - $1,000 | |
2 | Association of Schools of Public Health 403B (401k) TIAA | |||
2.1 | (Stock) QCGRX-CREF Growth R1 | $100,001 - $250,000 | $50,001 - $100,000 | |
3 | (Self EI) Small Business Majority Employment January 1, 2021 to Salary from work full-time at Small Business Majority Chicago, IL, US | Salary | $103,863.00 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Principal | Chicago, IL, US | Vested in a plan that I now have with Principal with previous employer Small Business Majority | 02/2022 |
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 | (Cash Deposit/Savings) CIBC Bank Chicago, IL, US Savings | $1,001 - $15,000 | Interest | $5,001 - $15,000 |
2 | (Mutual Fund) TIRXX TIAA-CREF Mutual Fund Account | $1,001 - $15,000 | $1,001 - $2,500 | |
3 | (IRA) FAM Funds - Fenimore Asset Management | |||
3.1 | (Stock) FAM-FAM Fund | $1,001 - $15,000 | Interest | 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 | I plan to roll this over. Further, the employer will not make further contributions to the plan on my behalf. |
2 | 2 | I plan to roll this over by May 1, 2022. |
6 | 2 | The Fund code is TIRXX and the name is TIAA-CREF Mutual Fund Account Money Market Fund-Retail Class TIRXX. |
6 | 3 | I plan to roll this over by May 1, 2022 |
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