Estimated Net Worth
  • estimated net worth
    $1.7 M - $4.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (09/08/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

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
Ida C. and Morris Falk Foundation
Salary and bonus
2
Management Consultant, sole proprietor
$50,001 - $100,000
consulting fees
3
IRA
3.1
Davenport Value & Income (DVIPX)
$100,001 - $250,000
None (or less than $201)
3.2
Davenport Core Fund (DAVPX)
$250,001 - $500,000
None (or less than $201)
3.3
Davenport Small Cap Focus Fund (DSCPX)
$15,001 - $50,000
None (or less than $201)
4
Roth IRA
4.1
New Perspective Fund Class A Shares (ANWPX)
$1,001 - $15,000
None (or less than $201)
4.2
New World Fund, Inc Class A Shares (NEWFX)
$1,001 - $15,000
None (or less than $201)
5
SEP IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$250,001 - $500,000
Interest
$1,001 - $2,500
2
USAA Nevada 529 College Savings Plan age- based
2.1
Growth Portfolio
$1,001 - $15,000
None (or less than $201)
2.2
Moderate Portfolio
$1,001 - $15,000
None (or less than $201)
2.3
Conservative Portfolio
$1,001 - $15,000
None (or less than $201)
2.4
Very Conservative Portfolio
$1,001 - $15,000
None (or less than $201)
2.5
In College Portfolio
$50,001 - $100,000
None (or less than $201)
3
USAA Nevada 529 College Savings Plan age- based
3.1
In College Portfolio
$100,001 - $250,000
None (or less than $201)
4
Rental Apartment in Chicago, IL
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Guaranteed Rate, Inc
$500,001 - $1,000,000
2020
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
House in Arlington -- was personal residence until we transferred to Mexico in July 2021

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