The income table covers salary, fund compensation, IPO and acquisition proceeds, profit share, performance earnings, and inheritance. This article explains what sits behind each row, how precise it is, and what it tells you about timing.
The Income table is the cash side of a profile: what this person earns, what they've already realized, and when. Every figure is a range, graded by the evidence behind it — how WealthAtlas estimates net worth covers that grading. Here we'll go type by type: what sits behind each row, how precise it is, and what it tells you about timing.
Income is the first table in the Net Worth section, above assets. The walk below opens right on it:
Salary rows track pay from employment: roles, employers, and current annual compensation, with one row per career, so a second salary row means a genuine change of profession rather than a promotion. How much weight the row carries depends entirely on whether the employer files.
Estimated Compensation History is the modeled view: a low-to-high band for each year, built from the role, the employer, and market pay for comparable positions, stepping at each job change. It supports an order of magnitude, not a figure — it's a benchmark, not a payroll record.
Reported Compensation replaces it for named executives of public companies: the DEF 14A Summary Compensation Table, year by year, broken into base, bonus, stock, options, non-equity incentive, and other, with the proxy itself cited under the table. Those are filed numbers. When a row shows them, you can quote them.
The distinction is worth carrying into the conversation. Stock and option awards are reported at grant-date value, so a proxy total tells you what was awarded that year, not what was received — for what actually vested and sold, read the realized rows below and the public-equity position on the asset side.
Principals at private equity, venture, hedge, and credit firms get one grouped Fund row per firm, covering base salary, management-fee share, and carry. The headline is the current year's total; the mix underneath is where the useful detail is.
The firm side is anchored on Form ADV. Where we can match the person in the filing, the row shows Verified in Form ADV with their disclosed ownership of the management company and a link to the filing. ADV reports ownership in bands, so fee-share economics come back as a range rather than a point.
Carry is modeled fund by fund. Open the row and each fund shows its vintage, carry rate, committed capital, MOIC, the person's share, and the reasoning behind that share. The money-flow diagram splits this year's compensation into its three streams, and Historical & Projected Breakdown expands each stream year by year.
Everything past the current year is a projection built from fund vintages and ordinary distribution pacing, so read the out-years as a shape rather than a schedule. What they're genuinely good for is timing: a flagship fund six to ten years past its vintage is where distributions actually land.
Check the vintages before you plan around a total. Two principals with identical headline compensation can be years apart on cash — one is harvesting, the other is still deploying.
Realized rows are events, not run rate. An IPO row lays out the offering — price per share, shares offered, market cap at debut, the date — with the S-1 and final prospectus attached. Below it, Realization reconstructs what this person actually sold from their own Form 4s, groups the sales into episodes, and totals the proceeds.
An acquisition row lays out the deal: headline price with the reasoning behind it, the cash-and-stock mix, the announced and completed dates, and the 8-K and merger proxy. The deal terms are filed; the person's share of them is estimated, which is why the proceeds carry a range even when the price doesn't.
Two things to carry into a conversation. Proceeds are gross — before tax, and before whatever the person did with the money next. And an all-stock deal produces no cash at all: it swaps one position for another, which is why that value often shows up on the asset side instead.
Partners at law, accounting, medical, and advisory firms — and owners of closely held businesses — take a share of profits rather than a salary. The Profit Share row estimates the firm's profitability for its size and sector, then applies the person's estimated ownership or partner tier.
Both halves of that multiplication are estimates, so this is one of the wider income rows. Expand it for the firm details, the role and tier, the ownership range, and the years behind it. It's a durable recurring figure rather than an event, which makes it good for sizing an ongoing relationship and poor for timing one.
Performance covers athletes and entertainers, where playing contracts are largely public and endorsement income can be reconstructed from reported deals. The row leads with an average annual figure; expand it for pay by season, the split between playing income and endorsements, and a gross career total.
For anyone late-career or retired, work from the career total rather than current pay. Note that the total is gross: career earnings and retained wealth can diverge sharply, so let the asset table tell you what's still there.
Inheritance rows separate money already received from money that may come later. Realized inheritance counts toward net worth like any other income. Anticipated is an estimate of a future transfer — the family's wealth, divided across the likely inheritors, less known commitments such as a foundation pledge — and it is deliberately excluded from the net worth figure, because it hasn't happened. The flow diagram shows the source fortune and each heir we can name.
Anticipated inheritance is the softest number on a profile, and it's a signal about where capacity is heading rather than a claim about anyone's estate. Treat it as a reason to build the relationship early, and keep it out of anything you'd put in writing to a prospect.
Here's the real income table, loaded with a row of every type above. Click any row to expand it:
Type | Name | Value |
|---|---|---|
Realized | Lumastra Inc. | $32M$30M–33M |
EarningsPerformance | Professional basketball career | $8.3M/yr$7M–9.5M/yr |
Fund | Crestline Capital Partners | $5.7M/yr$4.2M–7.1M/yr |
A few reading habits. Value shows ongoing income with a /yr suffix and one-time events as a single total, so scanning the column alone will mix run rate with events — the Period column is what separates them. Every header sorts, and longer tables collapse behind a See more income sources row.
Next up: assets — everything this person holds rather than earns, and how each position is valued.