Financial Disclosure Details - OGE Form 278e (06/12/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Estate Trust--Martin J. Oberman
Chicago, Illinois
trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA converted from profit sharing plan for Law Practice of "Martin J. Oberman"
1.1
ABBOTT LABS COM
$15,001 - $50,000
Dividends
$201 - $1,000
1.2
ALPHABET INC
$15,001 - $50,000
None (or less than $201)
1.3
AT&T INC COM
$15,001 - $50,000
Dividends
$1,001 - $2,500
1.4
BLACKROCK CORPORATE HIGH YIELD FUND (HYT)
$50,001 - $100,000
$2,501 - $5,000
1.5
BLACKSTONE GROUP L.P. (BX)
$50,001 - $100,000
Dividends
$2,501 - $5,000
1.6
JOHNSON & JOHNSON
$15,001 - $50,000
Dividends
$201 - $1,000
1.7
JP MORGAN CHASE & CO
$50,001 - $100,000
Dividends
$1,001 - $2,500
1.8
U.S. Brokerage Account (Cash)
$50,001 - $100,000
Interest
None (or less than $201)
1.9
MCKESSON CORP NEW NT 2.700% 12/15/22
$15,001 - $50,000
Interest
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Law Practice of "Martin J. Oberman"
Chicago, Illinois
My solo legal practice will be inactive during my appointment. There are no outstanding client fees or expense reimbursements due or owing.
12/2018

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
Facing History and Ourselves (Non-profit organization) 403(b) plan
1.1
Vanguard Target Retirement Income (Sole asset in plan)
$100,001 - $250,000
None (or less than $201)
2
ReliaStar Life Insurance (Cash Annuity)
$50,001 - $100,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. Brokerage Investment Account
2.1
King & Pierce CNTY Wash SCH Dist No 408 4.00 % Due Dec 1, 2033
None (or less than $1,001)
Interest
$201 - $1,000
2.2
Adams & Arapahoe CNTYS Colo JT SCH 5.00 % Due Dec 1, 2031
$15,001 - $50,000
Interest
$1,001 - $2,500
2.3
MainStay MacKay High Yield Municipal Bond Fund Class I (MUTF)
None (or less than $1,001)
$1,001 - $2,500
2.4
Miami Univ Ohio Gen RCPTS Rev Ref BDS 5.00 % Due Sep 1, 2028
$50,001 - $100,000
Interest
$1,001 - $2,500
2.5
New York N Y Go BDS Ser. 2018 B-1 5.25 % Due Oct 1, 2033
$15,001 - $50,000
$1,001 - $2,500
2.6
Pflugerville TX Isd 5%31 Go Utx Due 02/15/31
$15,001 - $50,000
Interest
$1,001 - $2,500
2.7
San Antonio Tex WTR Rev SYS JR Lien Ref 5.00 % Due May 15, 2031
$15,001 - $50,000
Interest
$1,001 - $2,500
2.8
Variant Alternative Income Fund (NICHX)
$100,001 - $250,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
SEATTLE WASH MUN LT & PWR REV IMPT BDS 04.00000% 07/01/2033 SER. 2020 A
Purchase
01/06/2022
$15,001 - $50,000
2
ACTIVISION BLIZZARD INC COM
Sale
01/19/2022
$15,001 - $50,000
3
SEATTLE WASH MUN LT & PWR REV IMPT BDS 04.00000% 07/01/2033
Purchase
01/04/2022
$15,001 - $50,000
4
SEATTLE WASH MUN LT & PWR REV IMPT BDS 04.00000% 07/01/2033
Sale
01/25/2022
$15,001 - $50,000
5
CARROLLTON TEX GO IMPT REF BDS SER. 04.00000% 08/15/2032 2021
Purchase
01/25/2022
$15,001 - $50,000
6
REQUEST FIRST TR EXCHANGE-TRADED FD IV NO AMER (EMLP) (Margin)
Sale
02/18/2022
$15,001 - $50,000
7
D R HORTON INC (DHI)
Purchase
02/24/2022
$1,001 - $15,000
8
CROWN POINT IND MULTI-SCH BLDG CORP AD VALOREM PPTY TAX FIRST MTG BDS 2021 COUPON 5.00000%
Purchase
03/16/2022
$15,001 - $50,000
9
CARROLLTON TEX GO IMPT REF BDS 2021 COUPON 4.00000%
Sale
03/17/2022
$15,001 - $50,000
10
NEBO UTAH SCH DIST GO REF BLDG BDS 2021 COUPON 5.00000%
Sale
03/31/2022
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citibank
$10,001 - $15,000
2016
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2.19
This bond was redeemed prior to the reporting year and inadvertently included on the filer’s 2021 report.
6
2.36
This municipal bond was held prior to the reporting year. It was inadvertently excluded on the filer’s 2021 report, and filer is reporting it here as a correction.

Do you have information about Martin J. Oberman that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved