Example Profile Record

Sample Data

Avery Sampleton does not exist. No real person fills every field — real records populate whatever the underlying public sources disclose — so this record is deliberately maximal to show every field, list shape, and income and asset type in one place.

{
  "id": "1234567890123456789",
  "date_updated": "2026-08-02T07:45:31Z",
  "title": "Dr.",
  "first": "Avery",
  "middle": "J.",
  "last": "Sampleton",
  "suffix": "Jr.",
  "full_name": "Dr. Avery J. Sampleton Jr.",
  "sex": "female",
  "birth_year": {
    "year": 1962,
    "year_min": 1962,
    "year_max": 1962,
    "birth_date": "1962-07-14"
  },
  "age": 64,
  "is_deceased": {
    "value": false,
    "sources": [
      "https://www.example-news.com/business/sampleton-profile"
    ]
  },
  "is_criminal": false,
  "religion": {
    "value": "Jewish",
    "sources": [
      "https://www.example-temple.org/board"
    ]
  },
  "bio": [
    {
      "text": "Avery Sampleton is a dermatologist-turned-healthcare entrepreneur who co-founded Meridian Health Partners in 1998, after six years running a private dermatology practice in Boston.",
      "sources": [
        "https://www.example-news.com/business/sampleton-profile"
      ]
    },
    {
      "text": "As CEO, she grew Meridian from a three-clinic group into a forty-location specialty care network across the Midwest, taking the company public in 2016.",
      "sources": [
        "https://www.example-news.com/business/meridian-ipo"
      ]
    },
    {
      "text": "She stepped down in 2019 when Meridian was acquired in a deal reported at roughly $120 million, and joined the board of Hartline Medical Systems the following year.",
      "sources": [
        "https://www.example-news.com/business/meridian-acquisition"
      ]
    },
    {
      "text": "Since 2021 she has been a general partner at Bluewater Capital Partners, where she leads the firm's healthcare technology investments.",
      "sources": [
        "https://www.example-bluewater.com/team"
      ]
    },
    {
      "text": "She lives in Evanston, Illinois with her spouse Morgan, sails and runs marathons, and centers her philanthropy on cancer research and higher education.",
      "sources": [
        "https://www.example-cancer-alliance.org/board"
      ]
    }
  ],
  "interests": [
    "Sailing",
    "Art collecting",
    "Marathon running"
  ],
  "issues": [
    {
      "issue": "Cancer",
      "description": "Serves on the board of the Bay Area Cancer Research Alliance and has given to three oncology-focused nonprofits."
    },
    {
      "issue": "Higher Education",
      "description": "Endowed a scholarship fund at her alma mater in 2021."
    },
    {
      "issue": "Museums",
      "description": "Member of the Lakeshore Art Museum's acquisitions committee."
    }
  ],
  "linkedin_handle": "avery-sampleton-8a2b45",
  "primary_photo": "https://www.example-cancer-alliance.org/photos/avery-sampleton.jpg",
  "photos": [
    {
      "url": "https://www.example-cancer-alliance.org/photos/avery-sampleton.jpg",
      "is_primary": true
    },
    {
      "url": "https://media.example.com/profiles/asampleton.jpg",
      "is_primary": false
    },
    {
      "url": "https://www.example-bluewater.com/team/avery-sampleton.jpg",
      "is_primary": false
    }
  ],
  "mailing_address": {
    "street_address": "412 Lakeview Terrace",
    "street_address_line_2": "Unit 4B",
    "city": "Evanston",
    "state": "IL",
    "zip": "60201",
    "county": "Cook",
    "congressional_district": "IL-09",
    "state_senate_district": "IL-9",
    "state_house_district": "IL-18"
  },
  "living_location": {
    "city": "Evanston",
    "state": "IL",
    "county": "Cook",
    "congressional_district": "IL-09",
    "state_senate_district": "IL-9",
    "state_house_district": "IL-18"
  },
  "address_history": [
    {
      "street_address": "412 Lakeview Terrace",
      "street_address_line_2": "Unit 4B",
      "city": "Evanston",
      "state": "IL",
      "zip": "60201",
      "county": "Cook",
      "first_seen": "2014-07-02",
      "last_seen": "2026-05-20",
      "is_current_residence": true,
      "sightings": [
        {
          "first": "2014-07-02",
          "last": "2020-11-03",
          "precision": "day",
          "observation_count": 6
        },
        {
          "first": "2021-01-15",
          "last": "2026-05-20",
          "precision": "day",
          "observation_count": 9
        }
      ],
      "latitude": 42.0451,
      "longitude": -87.6877,
      "geo_precision": "parcel"
    },
    {
      "street_address": "88 Beacon Hill Road",
      "street_address_line_2": null,
      "city": "Chicago",
      "state": "IL",
      "zip": "60614",
      "county": "Cook",
      "first_seen": "2003-02-11",
      "last_seen": "2014-06-30",
      "is_current_residence": false,
      "sightings": [
        {
          "first": "2003-02-11",
          "last": "2014-06-30",
          "precision": "month",
          "observation_count": 5
        }
      ],
      "latitude": 41.9282,
      "longitude": -87.6446,
      "geo_precision": "parcel"
    },
    {
      "street_address": null,
      "street_address_line_2": null,
      "city": "Boston",
      "state": "MA",
      "zip": "02116",
      "county": "Suffolk",
      "first_seen": "1998-01-01",
      "last_seen": "2002-12-31",
      "is_current_residence": false,
      "sightings": [
        {
          "first": "1998-01-01",
          "last": "2002-12-31",
          "precision": "year",
          "observation_count": 2
        }
      ],
      "latitude": 42.3496,
      "longitude": -71.0746,
      "geo_precision": "zip"
    }
  ],
  "contact_info": [
    {
      "type": "personal_email",
      "value": "asampleton@example.com",
      "formatted_value": "asampleton@example.com",
      "verification_status": "valid",
      "verification_date": "2026-07-30",
      "source": "data partner"
    },
    {
      "type": "work_email",
      "value": "avery@example-bluewater.com",
      "formatted_value": "avery@example-bluewater.com",
      "verification_status": "catch-all",
      "verification_date": "2026-07-30",
      "source": "web research"
    },
    {
      "type": "other_email",
      "value": "sampleton.family@example.org",
      "formatted_value": "sampleton.family@example.org",
      "verification_status": "unverified",
      "verification_date": null,
      "source": "web research"
    },
    {
      "type": "mobile_phone",
      "value": "+13125550187",
      "formatted_value": "(312) 555-0187",
      "verification_status": "carrier_verified",
      "verification_date": "2026-06-11",
      "source": "data partner"
    },
    {
      "type": "work_phone",
      "value": "+1312555042",
      "formatted_value": "(312) 555-0042",
      "verification_status": "unchecked",
      "verification_date": null,
      "source": "web research"
    },
    {
      "type": "other_phone",
      "value": "+18475550023",
      "formatted_value": "(847) 555-0023",
      "verification_status": "unchecked",
      "verification_date": null,
      "source": "data partner"
    }
  ],
  "employments": [
    {
      "company_name": "Bluewater Capital Partners",
      "job_title": "General Partner",
      "start_date": "2021-01-01",
      "end_date": null,
      "is_current": true,
      "job_function": "Finance",
      "specialization": "Venture Capital & Private Equity",
      "seniority": "Partner",
      "industry": "Venture Capital and Private Equity Principals"
    },
    {
      "company_name": "Meridian Health Partners",
      "job_title": "Chief Executive Officer",
      "start_date": "1998-01-01",
      "end_date": "2019-12-31",
      "is_current": false,
      "job_function": "Executive Leadership",
      "specialization": "General Management",
      "seniority": "C-Suite",
      "industry": "Hospitals and Health Care"
    },
    {
      "company_name": "Hartline Medical Systems, Inc.",
      "job_title": "Board Director",
      "start_date": "2020-01-01",
      "end_date": null,
      "is_current": true,
      "job_function": "Executive Leadership",
      "specialization": "Corporate Governance",
      "seniority": "Board",
      "industry": "Medical Equipment Manufacturing"
    }
  ],
  "is_retired": false,
  "retired_as_of_year": null,
  "education": [
    {
      "school_name": "Northwestern University",
      "school_city": "Evanston",
      "school_state": "IL",
      "degree": "MBA",
      "major": "Finance",
      "start_year": 1984,
      "graduation_year": 1986,
      "is_current": false
    },
    {
      "school_name": "Tufts University",
      "school_city": "Medford",
      "school_state": "MA",
      "degree": "BS",
      "major": "Biology",
      "start_year": 1980,
      "graduation_year": 1984,
      "is_current": false
    }
  ],
  "associates": [
    {
      "relationship": "spouse",
      "first_name": "Morgan",
      "last_name": "Sampleton",
      "description": "Married since 1990; co-trustee of the family foundation",
      "linked_profile_id": "9876543210987654321"
    },
    {
      "relationship": "child",
      "first_name": "Riley",
      "last_name": "Sampleton",
      "description": null,
      "linked_profile_id": "8765432109876543210"
    },
    {
      "relationship": "colleague",
      "first_name": "Dana",
      "last_name": "Okafor",
      "description": "Co-founder and longtime business partner at Meridian",
      "linked_profile_id": null
    }
  ],
  "political_donations": [
    {
      "date": "2024-09-15",
      "amount": 2500,
      "recipient_name": "Jordan Ellis",
      "recipient_committee": "Friends of Jordan Ellis",
      "recipient_party": "DEM",
      "recipient_type": "CAND",
      "recipient_state": "IL",
      "recipient_office": "US Representative",
      "recipient_office_district": "IL-09",
      "recipient_incumbent_status": "I",
      "election_type": "G",
      "contributor_reported_employer": "Bluewater Capital Partners",
      "contributor_reported_occupation": "Investor",
      "is_restricted": false
    },
    {
      "date": "2022-03-08",
      "amount": 1000,
      "recipient_name": "Casey Bright",
      "recipient_committee": "Bright for Governor",
      "recipient_party": "REP",
      "recipient_type": "CAND",
      "recipient_state": "IL",
      "recipient_office": "Governor",
      "recipient_office_district": null,
      "recipient_incumbent_status": "C",
      "election_type": "P",
      "contributor_reported_employer": "Meridian Health Partners",
      "contributor_reported_occupation": "Executive",
      "is_restricted": false
    },
    {
      "date": "2020-10-01",
      "amount": 5000,
      "recipient_name": null,
      "recipient_committee": "Healthcare Forward PAC",
      "recipient_party": "NPA",
      "recipient_type": "PAC",
      "recipient_state": "DC",
      "recipient_office": null,
      "recipient_office_district": null,
      "recipient_incumbent_status": null,
      "election_type": "G",
      "contributor_reported_employer": "Meridian Health Partners",
      "contributor_reported_occupation": "CEO",
      "is_restricted": true
    }
  ],
  "political_giving": {
    "total_amount": 48500,
    "average_amount": 1940,
    "total_democrat_amount": 33500,
    "total_republican_amount": 6000,
    "total_libertarian_amount": 500,
    "total_green_amount": 250,
    "total_independent_amount": 1750,
    "total_no_party_amount": 6500,
    "total_presidential_amount": 12000,
    "total_congressional_amount": 26500,
    "total_state_local_amount": 10000,
    "by_cycle": [
      {
        "cycle": "2020",
        "amount": 14500
      },
      {
        "cycle": "2022",
        "amount": 9500
      },
      {
        "cycle": "2024",
        "amount": 12000
      }
    ],
    "top_states": [
      {
        "state": "IL",
        "amount": 39500
      },
      {
        "state": "MA",
        "amount": 5500
      }
    ],
    "giving_capacity": 15000
  },
  "nonprofit_donations": [
    {
      "nonprofit": {
        "id": "npo_0001234567",
        "name": "Bay Area Cancer Research Alliance",
        "city": "San Francisco",
        "state": "CA",
        "issue_tags": [
          "Cancer",
          "Medical Research"
        ],
        "description": "Funds early-stage oncology research at West Coast institutions."
      },
      "year": 2023,
      "amount_min": 25000,
      "amount_max": 49999,
      "description": "Platinum Circle",
      "is_lifetime_giving": false,
      "is_estate_gift": false,
      "is_in_kind": false,
      "in_memory_of": null,
      "in_honor_of": null,
      "source_urls": [
        "https://www.example-cancer-alliance.org/annual-report-2023"
      ],
      "hosted_source_urls": [
        "https://wealthatlas.com/sources/abc123def456"
      ]
    },
    {
      "nonprofit": {
        "id": "npo_0007654321",
        "name": "Lakeshore Art Museum",
        "city": "Chicago",
        "state": "IL",
        "issue_tags": [
          "Art Museums",
          "Visual Arts"
        ],
        "description": "Regional art museum with a modern and contemporary focus."
      },
      "year": 2021,
      "amount_min": 100000,
      "amount_max": 100000,
      "description": "Founders Society — cumulative giving",
      "is_lifetime_giving": true,
      "is_estate_gift": false,
      "is_in_kind": false,
      "in_memory_of": "Eleanor Sampleton",
      "in_honor_of": null,
      "source_urls": [
        "https://www.example-lakeshore.org/donors-2021"
      ],
      "hosted_source_urls": [
        "https://wealthatlas.com/sources/def789ghi012"
      ]
    },
    {
      "nonprofit": {
        "id": "npo_0002468135",
        "name": "Northwestern University",
        "city": "Evanston",
        "state": "IL",
        "issue_tags": [
          "Higher Education",
          "Scholarships & Student Financial Aid"
        ],
        "description": "Private research university."
      },
      "year": 2021,
      "amount_min": 50000,
      "amount_max": 99999,
      "description": "Scholarship endowment gifts",
      "is_lifetime_giving": false,
      "is_estate_gift": false,
      "is_in_kind": true,
      "in_memory_of": null,
      "in_honor_of": "Prof. Miriam Feld",
      "source_urls": [
        "https://www.example-northwestern.edu/giving/honor-roll"
      ],
      "hosted_source_urls": [
        "https://wealthatlas.com/sources/ghi345jkl678"
      ]
    }
  ],
  "philanthropic_giving": {
    "total_given_min": 186000,
    "total_given_max": 299997,
    "average_gift": 40500,
    "donation_count": 6,
    "first_year": 2015,
    "last_year": 2025
  },
  "predicted_annual_giving": {
    "amount": 75000,
    "explanations": [
      {
        "title": "Consistent five-figure gifts",
        "reason": "Six known gifts of $10K+ across the last decade."
      },
      {
        "title": "Board-level involvement",
        "reason": "Trustees typically give at or above their organization's leadership level."
      }
    ]
  },
  "board_memberships": [
    {
      "nonprofit": {
        "id": "npo_0001234567",
        "name": "Bay Area Cancer Research Alliance",
        "city": "San Francisco",
        "state": "CA",
        "issue_tags": [
          "Cancer",
          "Medical Research"
        ],
        "description": "Funds early-stage oncology research at West Coast institutions."
      },
      "role_title": "Trustee",
      "board_type": "board_of_trustees",
      "is_honorary": false,
      "is_lifetime": false,
      "start_year": 2018,
      "end_year": null,
      "is_current": true,
      "compensated": false,
      "source_urls": [
        "https://www.example-cancer-alliance.org/board"
      ]
    },
    {
      "nonprofit": {
        "id": "npo_0009876543",
        "name": "Midwest Hospital Foundation",
        "city": "Chicago",
        "state": "IL",
        "issue_tags": [
          "Hospitals",
          "Healthcare"
        ],
        "description": "Supports charity care at regional hospitals."
      },
      "role_title": "Director",
      "board_type": "board_of_directors",
      "is_honorary": true,
      "is_lifetime": true,
      "start_year": 2009,
      "end_year": 2017,
      "is_current": false,
      "compensated": true,
      "source_urls": [
        "https://wealthatlas.com/sources/990-mhf-2016"
      ]
    }
  ],
  "volunteer_roles": [
    {
      "nonprofit": {
        "id": "npo_0003692581",
        "name": "Evanston Food Pantry",
        "city": "Evanston",
        "state": "IL",
        "issue_tags": [
          "Food Banks",
          "Homelessness"
        ],
        "description": "Neighborhood food bank serving north Cook County."
      },
      "role_title": "Weekend volunteer",
      "start_year": 2016,
      "end_year": null,
      "is_current": true
    }
  ],
  "memberships": [
    {
      "nonprofit": {
        "id": "npo_0007654321",
        "name": "Lakeshore Art Museum",
        "city": "Chicago",
        "state": "IL",
        "issue_tags": [
          "Art Museums",
          "Visual Arts"
        ],
        "description": "Regional art museum with a modern and contemporary focus."
      },
      "role_title": "Acquisitions committee member",
      "start_year": 2019,
      "end_year": null,
      "is_current": true
    }
  ],
  "private_foundations": [
    {
      "name": "The Sampleton Family Foundation",
      "role": "President",
      "revenue": 850000,
      "assets": 12400000,
      "source_urls": [
        "https://wealthatlas.com/sources/990pf-sampleton-2024"
      ]
    }
  ],
  "net_worth": {
    "min": 55000000,
    "max": 85000000,
    "explanations": [
      {
        "reason": "Sale of Meridian Health Partners",
        "expanded_reason": "Held an estimated 30% stake in Meridian Health Partners at its 2019 acquisition for $95-140M."
      },
      {
        "reason": "Carried interest at Bluewater",
        "expanded_reason": "General partner economics on two active funds totaling roughly $600M in commitments."
      },
      {
        "reason": "Public company holdings",
        "expanded_reason": "Reported insider position in Hartline Medical Systems worth roughly $8-9M."
      }
    ],
    "liquidity": {
      "min": 18000000,
      "max": 30000000,
      "explanation": "Sale proceeds and public holdings remain largely liquid; fund interests are locked up."
    },
    "summary": "A healthcare entrepreneur whose wealth stems mainly from the 2019 sale of Meridian Health Partners, now compounding through fund economics at Bluewater and a public board seat."
  },
  "modeled_net_worth": {
    "min": 2100000,
    "median": 5400000,
    "max": 11800000,
    "liquid_min": 600000,
    "liquid_median": 1700000,
    "liquid_max": 4200000,
    "confidence": "high",
    "factors": [
      {
        "name": "Income-based wealth",
        "low": 1200000,
        "median": 2900000,
        "high": 6100000
      },
      {
        "name": "Observed giving floor",
        "low": 600000,
        "median": 1600000,
        "high": 3800000
      },
      {
        "name": "Age and household adjustments",
        "low": 300000,
        "median": 900000,
        "high": 1900000
      }
    ]
  },
  "online_net_worth_estimates": [
    {
      "estimate": {
        "min": 60000000,
        "max": 70000000
      },
      "sources": [
        "https://www.example-wealthrankings.com/profiles/avery-sampleton"
      ]
    }
  ],
  "income": [
    {
      "income_type": "salary",
      "name": "Meridian Health Partners",
      "role": "Chief Executive Officer",
      "period": {
        "kind": "ongoing",
        "years": {
          "min": 1998,
          "max": 2019
        }
      },
      "estimated_value": {
        "min": 1800000,
        "max": 3200000
      },
      "compensation_timeline": [
        {
          "year": 2018,
          "annual_compensation": {
            "min": 2800000,
            "max": 3200000
          },
          "role": "Chief Executive Officer",
          "employer": "Meridian Health Partners",
          "components": {
            "salary": 950000,
            "bonus": 700000,
            "stock_awards": 900000,
            "option_awards": 250000,
            "non_equity_incentive": 150000,
            "other_compensation": 70000,
            "total": 3020000
          }
        },
        {
          "year": 2010,
          "annual_compensation": {
            "min": 1200000,
            "max": 1600000
          },
          "role": "Chief Executive Officer",
          "employer": "Meridian Health Partners",
          "components": null
        }
      ],
      "key_takeaway": "Cash and equity compensation as Meridian CEO, anchored on proxy disclosures from the 2016 IPO onward; earlier years are modeled from company scale."
    },
    {
      "income_type": "fund_salary",
      "name": "Bluewater Capital Partners",
      "role": "General Partner",
      "period": {
        "kind": "ongoing",
        "years": {
          "min": 2021,
          "max": 2026
        }
      },
      "estimated_value": {
        "min": 500000,
        "max": 900000
      },
      "compensation_timeline": null,
      "key_takeaway": "Management-fee-funded salary consistent with a general partner at a firm managing roughly $600M; not directly disclosed."
    },
    {
      "income_type": "fund_carry",
      "name": "Bluewater Capital Partners",
      "role": "General Partner",
      "period": {
        "kind": "ongoing",
        "years": {
          "min": 2023,
          "max": 2026
        }
      },
      "estimated_value": {
        "min": 1000000,
        "max": 4000000
      },
      "compensation_timeline": null,
      "key_takeaway": "Carry distributions began with Fund I's first exits in 2023; sized from ~$600M in commitments, a standard 20% carry, and her estimated one-third GP share."
    },
    {
      "income_type": "profit_share",
      "name": "Sampleton Dermatology Group",
      "role": "Founding partner",
      "period": {
        "kind": "ongoing",
        "years": {
          "min": 1992,
          "max": 1998
        }
      },
      "estimated_value": {
        "min": 300000,
        "max": 500000
      },
      "compensation_timeline": null,
      "key_takeaway": "Partner draws from her three-physician dermatology practice, modeled from specialty compensation benchmarks for the 1990s."
    },
    {
      "income_type": "realized_proceeds",
      "name": "Meridian Health Partners",
      "role": "Co-founder & CEO",
      "period": {
        "kind": "one_time",
        "year": 2019
      },
      "estimated_value": {
        "min": 28000000,
        "max": 42000000
      },
      "compensation_timeline": null,
      "key_takeaway": "Meridian's 2019 acquisition closed at a reported $95-140M; her ~30% founder stake implies $28-42M in gross proceeds before taxes."
    },
    {
      "income_type": "inheritance",
      "name": "Estate of Eleanor Sampleton",
      "role": null,
      "period": {
        "kind": "one_time",
        "year": 2015
      },
      "estimated_value": {
        "min": 2000000,
        "max": 5000000
      },
      "compensation_timeline": null,
      "key_takeaway": "Cook County probate records value Eleanor Sampleton's 2015 estate at $6-15M, split among three heirs."
    },
    {
      "income_type": "other",
      "name": "Board fees and speaking",
      "role": "Director, Hartline Medical Systems",
      "period": {
        "kind": "ongoing",
        "years": {
          "min": 2020,
          "max": 2026
        }
      },
      "estimated_value": {
        "min": 250000,
        "max": 350000
      },
      "compensation_timeline": null,
      "key_takeaway": "Hartline pays outside directors a $110K cash retainer plus roughly $140K in annual equity grants; paid keynotes add a small increment."
    }
  ],
  "assets": [
    {
      "asset_type": "public_equity",
      "estimated_value": {
        "min": 8000000,
        "max": 9000000
      },
      "key_takeaway": "Holds 412,000 HRTL shares and options per her May 2026 Form 4, worth $8-9M at the current $20.55 price; a steady net accumulator since joining the board.",
      "owning_entity_name": null,
      "public_equity_detail": {
        "company_name": "Hartline Medical Systems, Inc.",
        "company_ticker": "HRTL",
        "company_cik": "0001234567",
        "person_cik": "0007654321",
        "job_title": "Director",
        "is_director": true,
        "is_officer": false,
        "is_ten_pct_owner": false,
        "current_shares": 412000,
        "total_shares_outstanding": 68000000,
        "ownership_pct": 0.6,
        "current_price": 20.55,
        "current_price_as_of": "2026-08-01",
        "holdings": [
          {
            "security_title": "Common Stock",
            "shares": 352000,
            "is_derivative": false,
            "exercise_price": null,
            "expiration_date": null,
            "ownership_type": "D"
          },
          {
            "security_title": "Stock Option (Right to Buy)",
            "shares": 60000,
            "is_derivative": true,
            "exercise_price": 12.4,
            "expiration_date": "2030-01-15",
            "ownership_type": "D"
          }
        ],
        "share_timeline": [
          {
            "as_of": "2024-05-12",
            "shares": 380000
          },
          {
            "as_of": "2025-05-12",
            "shares": 400000
          },
          {
            "as_of": "2026-05-12",
            "shares": 412000
          }
        ],
        "sale_days": [
          {
            "date": "2025-11-20",
            "total_shares": 25000,
            "total_value": 492500,
            "price_per_share": 19.7
          }
        ],
        "sec_filings": [
          {
            "accession_no": "0001234567-26-000042",
            "form_type": "4",
            "filed_at": "2026-05-12",
            "document_url": "https://www.sec.gov/Archives/edgar/data/example-form4"
          },
          {
            "accession_no": "0001234567-20-000007",
            "form_type": "3",
            "filed_at": "2020-01-10",
            "document_url": "https://www.sec.gov/Archives/edgar/data/example-form3"
          }
        ]
      },
      "private_equity_detail": null,
      "investment_vehicle_detail": null
    },
    {
      "asset_type": "private_equity",
      "estimated_value": {
        "min": 12000000,
        "max": 24000000
      },
      "key_takeaway": "Retained 8-12% of Nimbus Care at its 2017 spinout from Meridian; the Series C priced the company at $120-240M, implying a $12-24M stake.",
      "owning_entity_name": "Sampleton Family Holdings LLC",
      "public_equity_detail": null,
      "private_equity_detail": {
        "company_name": "Nimbus Care, Inc.",
        "role": "Co-founder and board member",
        "is_founder": true,
        "estimated_valuation": {
          "min": 120000000,
          "max": 240000000
        },
        "ownership_pct": {
          "min": 8,
          "max": 12
        },
        "company_description": "Home-health services platform operating in six Midwest states.",
        "industry": "Home Health Care Services",
        "year_founded": 2017,
        "num_employees": 850,
        "total_funding": 65000000,
        "last_funding_round": "Series C",
        "sources": [
          "https://www.example-nimbuscare.com/about",
          "https://www.example-news.com/nimbus-series-c"
        ]
      },
      "investment_vehicle_detail": null
    },
    {
      "asset_type": "real_estate",
      "estimated_value": {
        "min": 3000000,
        "max": 6000000
      },
      "key_takeaway": "Half interest in Lakefront Commons LLC, which owns and operates two retail buildings in Evanston; equity estimated from assessed values less recorded mortgages.",
      "owning_entity_name": "Lakefront Commons LLC",
      "public_equity_detail": null,
      "private_equity_detail": null,
      "investment_vehicle_detail": null
    },
    {
      "asset_type": "investment_vehicle",
      "estimated_value": {
        "min": 15000000,
        "max": 25000000
      },
      "key_takeaway": "The Sampleton family office reports $15-25M under management in regulatory filings; it holds the household's public securities and fund interests.",
      "owning_entity_name": null,
      "public_equity_detail": null,
      "private_equity_detail": null,
      "investment_vehicle_detail": {
        "description": "Single-family office holding public securities, fund interests, and the art collection.",
        "estimated_aum": {
          "min": 15000000,
          "max": 25000000
        },
        "sources": [
          "https://www.example-sec.gov/adv/sampleton-family-office"
        ]
      }
    },
    {
      "asset_type": "other",
      "estimated_value": {
        "min": 2000000,
        "max": 4000000
      },
      "key_takeaway": "Contemporary art collection insured for $2-4M, per a 2024 Lakeshore Art Museum loan catalog.",
      "owning_entity_name": null,
      "public_equity_detail": null,
      "private_equity_detail": null,
      "investment_vehicle_detail": null
    }
  ],
  "research_links": [
    {
      "url": "https://www.linkedin.com/in/avery-sampleton-8a2b45",
      "name": "LinkedIn",
      "type": "linkedin_profile"
    },
    {
      "url": "https://www.example-news.com/business/meridian-acquisition",
      "name": "Acquisition coverage",
      "type": "news"
    },
    {
      "url": "https://www.example-bluewater.com/team/avery-sampleton",
      "name": "Bluewater partner bio",
      "type": "bio"
    },
    {
      "url": "https://www.example-cancer-alliance.org/board",
      "name": "Trustee listing",
      "type": "philanthropy"
    },
    {
      "url": "https://www.example-followthemoney.org/donors/avery-sampleton",
      "name": "State contribution records",
      "type": "campaign_finance"
    },
    {
      "url": "https://www.instagram.com/example-sampleton-sailing",
      "name": "Instagram",
      "type": "social_media"
    },
    {
      "url": "https://www.example-marathon.com/results/2024",
      "name": "Marathon results",
      "type": "other"
    }
  ]
}
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Updated September 13, 2026