Observations
- Millionaire
Estimated Net Worth
- $3.1 M - $7.0 M
Salary
- Unknown
Employment
- Started 09/07/2023
Records
Financial Disclosure Details - OGE Form 278e (03/19/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Wiley Rein LLP | Washington, District of Columbia | Partner | 6/2022 |
2 | Federal Communications Bar Association | Washington, District of Columbia | Treasurer, Assistant Treasurer, Secretary, Assistant Secretary | 7/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Wiley Rein, LLP 401k | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Fidelity Total International Index Fund (FTIHX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Fidelity US Bond Index Fund (FXNAX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | MainStay Winslow Large Cap Growth Fund Class R6 Shares (MLRSX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | MFS Value Fund Class R6 Shares (MEIKX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Fidelity Mid Cap Index Fund (FSMDX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Victory Sycamore Small Company Opportunity Fund Class I Shares (VSOIX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Metropolitan West Total Return Bond Fund (MWTSX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Vanguard Small-Cap Growth Index Fund Institutional Class Shares (VSGIX)) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Wiley Rein, LLP | Washington, DC, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/2013 |
2 | Wiley Rein, LLP | Washington, District of Columbia | I will continue to participate in this cash balance pension plan, but the plan sponsor no longer makes contributions. | 1/2018 |
3 | Wiley Rein, LLP | Washington, DC, District of Columbia | Pursuant to my partnership agreement, I was entitled to receive my final partnership payment from the firm in April 2023. This payment was received following submission of the report. At the time of filing, I also had a contingency fee interest in several cases. After filing, I forfeited my right to contingency fee interests in all cases. Pursuant to my partnership agreement, the firm will repay my capital account as follows: half will be returned June 30, 2023, and the other half will be returned June 30, 2024. I am entitled to no other payments from the firm and have no further interests in any cases pending with the firm. | 1/2016 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Wiley Rein, LLP | Washington, District of Columbia | I was a partner at the law firm Wiley Rein, LLP. |
2 | Washington, District of Columbia | Legal services. | |
3 | Washington, District of Columbia | Legal services. | |
4 | CTIA - The Wireless Association | Washington, District of Columbia | Legal services. |
5 | Washington, District of Columbia | Legal services. | |
6 | TracFone Wireless | Washington, District of Columbia | Legal services. |
7 | Motorola Solutions | Washington, District of Columbia | Legal services. |
8 | NTT | Washington, District of Columbia | Legal services. |
9 | Blackrock, Inc. | Washington, District of Columbia | Legal services. |
10 | Blackberry Corporation | Washington, District of Columbia | Legal services. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Cash and certificate of deposit) | $50,001 - $100,000 | None (or less than $201) | |
2 | Brokerage Account #1 | |||
2.1 | Fixed Account Annuity - Venerable Insurance and Annuity Company | $50,001 - $100,000 | Annuity payments | $1,039 |
2.2 | iShares MSCI Emerging Markets ETF (EEM) | $100,001 - $250,000 | $5,001 - $15,000 | |
2.3 | iShares MSCI EAFE ETF (EFA) | $250,001 - $500,000 | $5,001 - $15,000 | |
2.4 | iShares Russell 2000 Value ETF (IWN) | $250,001 - $500,000 | $5,001 - $15,000 | |
2.5 | iShares Dow Jones U.S. ETF (IYY) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
2.6 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $100,001 - $250,000 | $2,501 - $5,000 | |
2.7 | iShares Short Maturity Bond ETF (NEAR) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.8 | SPDR Dow Jones REIT ETF (RWR) | $50,001 - $100,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 7 | I have forfeited any contingency fee distributions subsequent to filing. |
2 | 8 | I received a $20,000 per month salary, along with partner share distributions as follows: |
Distributions: | ||
April 10, 2023 - $31,726.51 January 10, 2023 - $95,179.55 April 11, 2022 - $105,076.00 January 10, 2022 - $313,439.41 | ||
2 | 9 | Contingency Fee Distributions: |
January 10, 2023 - $5,332.08 July 11, 2022 - $56,179.09 July 1, 2022 - $3,670.06 May 2, 2022 - $55,589.22 |
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