Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/20/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Family Trust #1 (Revocable) (Prudential) | Waterlooville, Hampshire, England, Outside U.S. | Trustee | 4/2023 |
2 | Family Trust #2 (Irrevocable) (Reassure) | Telford, Shropshire, England, Outside U.S. | Trustee | Present |
3 | Family Trust #3 (Revocable) (Standard Life) | Waterlooville, Hampshire, England, Outside U.S. | Trustee | 4/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Competition Commission, defined benefit plan (value not readily ascertainable) eligible at 67, no further information available from scheme administrators at present (long term IT issues from failed electronic records migration)/monthly | None (or less than $201) | ||
2 | No sponsor - personal plan only, Personal pension plan to which I contributed while living in UK administered by Aviva Life Services UK Limited. Contributions were made by me out of general income (post tax) and were not tied to any employment | $1,001 - $15,000 | None (or less than $201) | |
2.1 | Series 2 Av Global Equity S2 - Aviva #3303 | $1,001 - $15,000 | None (or less than $201) | |
3 | FTI Consulting Inc 401(k) Plan | $100,001 - $250,000 | None (or less than $201) | |
3.1 | Goldman Sachs Small Cap Value Insights - FTI 401(k) | None (or less than $1,001) | None (or less than $201) | |
3.2 | JP Morgan Mid Cap Growth Fund Select Class - FTI 401(k) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | State Street International Index NL Series Fund Class C - FTI 401(k) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | FTISVF IVR Fund Code:21044 (FTI Stable Value Fund) Asset Category:MONEY MARKET/STABLE VALUE | $15,001 - $50,000 | None (or less than $201) | |
3.5 | T Rowe Price Cap Appreciation - FTI 401(k) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard Institutional Index Fund Institutional Plus - FTI 401(k) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | FTI Inc | Annapolis, Maryland | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2012 |
2 | Competition Commission | London, Outside U.S. | I will continue to participate in this defined benefit plan. The plan sponsor has not made and will not make further contributions after my separation. | 6/2009 |
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 | No sponsor, UK based personal pension plan managed by Clerical Medical Investment Group Limited | $50,001 - $100,000 | None (or less than $201) | |
1.1 | Clerical Medical North American Equity Pension Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Clerical Medical International Growth Pension Fund | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Clerical Medical Far Eastern Equity Pension Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Burges Salmon LLP, UK-based defined contribution pension plan managed by Standard Life Assurance Limited | $100,001 - $250,000 | None (or less than $201) | |
2.1 | Standard Life International Equity Pension Fund | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Standard Life Asia Pacific ex Japan Equity Pension Fund | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking account - Bank of America #8887 | $50,001 - $100,000 | None (or less than $201) | |
2 | Checking account - First Direct #0963 | $15,001 - $50,000 | None (or less than $201) | |
3 | Checking account - Barclays #2546 | $50,001 - $100,000 | None (or less than $201) | |
4 | Checking account - Beobank #2872 | $15,001 - $50,000 | None (or less than $201) | |
5 | Savings account - Beobank #2771 | $1,001 - $15,000 | None (or less than $201) | |
6 | Mutual Fund - M&G Global High Yield Fund #9461 | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | Mutual Fund - Liverpool Victoria With Profits Growth Bond #320Z | $250,001 - $500,000 | None (or less than $201) | |
8 | Investment Account - Hargreaves Lansdown #0792 | $100,001 - $250,000 | None (or less than $201) | |
8.1 | Mutual fund - ASI Global Equity (Acc) [HL #0792] | $15,001 - $50,000 | None (or less than $201) | |
8.2 | Mutual fund - Vanguard FTSE Dev World ex- UK Eq Index Acc [HL #0792] | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | L&G Property Fund (A) Life Accumulator Series 21 - ReAssure #3000 | Sale | $100,001 - $250,000 | |
2 | L&G Distrubtion Fund (A) Life Accumulator Series 21 - ReAssure #3000 | Sale | $100,001 - $250,000 | |
3 | Total Intl Stock Adml (VTIAX) Vanguard #1174 | Sale | 11/29/2022 | $1,001 - $15,000 |
4 | Total Stock Mkt Adml (VTSAX) Vanguard #1174 (Multiple) | Sale | $50,001 - $100,000 | |
5 | Total Intl Stock IX Adml (VTIAX) Vanguard #4208 | Sale | 11/29/2022 | $50,001 - $100,000 |
6 | Total Stock Mkt Idx Adm (VTSAX) Vanguard #4208 (Multiple) | Exchange | $100,001 - $250,000 | |
7 | TCW Total Return Bond Fund Class I Shares (TGLMX) | Sale | 06/14/2022 | $1,001 - $15,000 |
8 | American Funds Bond Fund of America - FTI 401(k) | Purchase | 06/14/2022 | $1,001 - $15,000 |
9 | Total Bond Market Index Fund (VBTLX) Vanguard #1174 | Purchase | 04/08/2022 | $15,001 - $50,000 |
10 | Total Bond Market Index Fund (VBTLX) Vanguard #1174 | Purchase | 11/30/2022 | $15,001 - $50,000 |
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 |
|---|---|---|
1 | 1 | Filer inadvertently left this position off prior reports. |
1 | 2 | Filer inadvertently left this position off prior reports. |
1 | 3 | Filer inadvertently left this position off prior reports. |
2 | 3.10 | Sold in 2022 |
2 | 3.15 | New for 2022. |
6 | 17.1 | Filer inadvertently did not include this asset on prior reports. 2016 - end year value category for CY 16 was $100,001 - $250,000; 2017 - end year value category for CY 17 was $100,001 - $250,000; 2018 - end year value category for CY 18 was $100,001 - $250,000; 2019 - end year value category for CY 19 was $100,001 - $250,000; 2020 - end year value category for CY 20 was $100,001 - $250,000; and 2021 - end year value category for CY 21 was $100,001 - $250,000. |
6 | 17.2 | Filer inadvertently did not include this asset on prior reports. 2016 - end year value category for CY 16 was $100,001 - $250,000; 2017 - end year value category for CY 17 was $100,001 - $250,000; 2018 - end year value category for CY 18 was $100,001 - $250,000; 2019 - end year value category for CY 19 was $100,001 - $250,000; 2020 - end year value category for CY 20 was $100,001 - $250,000; and 2021 - end year value category for CY 21 was $100,001 - $250,000. |
7 | 1 | Includes past 6 years of transactions. |
7 | 2 | Includes past 6 years of transactions. |
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