Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $10.5 M
Salary
- Unknown
Employment
- Started 02/01/2024
Records
Financial Disclosure Details - OGE Form 278e (06/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 5/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Edward Jones Traditional IRA | |||
1.1 | Vanguard FTSE All-World Ex US (VSS) | $1,001 - $15,000 | None (or less than $201) | |
2 | Jones Day (law firm) | This amount reflects gross partner compensation under the firm's Partnership Agreement, including partnership share, earnings supplement, and interest on capital. It also includes $40,500 that will be deposited in the defined contribution plan in the fourth quarter of 2022 and a $538,000 tax retainer that is being held by the firm for up to seven years to pay outstanding taxes. | $5,438,762 | |
3 | Jones Day return of capital account | $500,001 - $1,000,000 | None (or less than $201) | |
4 | Jones Day Defined Benefit Plan | None (or less than $201) | ||
5 | Jones Day 401(k) Retirement Plan | |||
5.1 | Jones Day 2040 Fund | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I am vested in the firm's Defined Benefit Plan and will receive $279,228.00 per year beginning the month following my 65th birthday. I stopped accruing benefits upon my withdrawal from the partnership. I will continue to participate in this plan but Jones Day no longer makes contributions to it. | 9/2017 | |
2 | Washington, District of Columbia | Funds in my Capital Account were returned upon withdrawal from the firm, per the firm's Partnership Agreement. | 9/2017 | |
3 | Washington , District of Columbia | The firm has withheld $538,000 of partner compensation as a tax retainer to pay state and foreign taxes on my behalf and attributable to my income earned while a partner. Any unused amounts will be returned to me once taxes are resolved, which could be up to 7 years from May 2022. This amount is included in the income reported as Partner Compensation in Section 2 of this form. | 9/2017 | |
4 | Jones Day 401(k) Retirement Plan | Washington , District of Columbia | I will continue to participate in 401(k) plan. Jones Day will make a final contribution of $40,500 in the fourth quarter of 2022 and no additional contributions after that. | 9/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | I was a partner in the law firm. I withdrew from the partnership on May 13, 2022. | |
2 | Washington, District of Columbia | Client of Jones Day who paid the firm for my services. | |
3 | Dentons U.S. LLP | Washington, District of Columbia | Client of Jones Day who paid the firm for my services. |
4 | Washington, District of Columbia | Client of Jones Day who paid the firm for my services. | |
5 | Sanofi-Aventis LLC | Washington, District of Columbia | Client of Jones Day who paid the firm for my services. |
6 | Washington, District of Columbia | Client of Jones Day who paid the firm for my 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 | PNC Money Market Savings Account | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
2 | PNC Checking Account | $500,001 - $1,000,000 | Interest | None (or less than $201) |
3 | John Hancock Variable Universal Life Insurance | |||
3.1 | John Hancock Lifestyle Growth PS Trust Fund (JHGPX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Edward Jones Individual Advisory Account 1 | Dividends Interest | ||
4.1 | iShares Currency Hedged MSCI EAFE Small- Cap ETF (HSCZ) | None (or less than $1,001) | $201 - $1,000 | |
4.2 | iShares MSCI EAFE Value ETF (EFV) | $15,001 - $50,000 | $1,001 - $2,500 | |
4.3 | iShares MSCI EAFE Growth ETF (EFG) | $15,001 - $50,000 | $201 - $1,000 | |
4.4 | Vanguard FTSE All-World ex-US Small-Cap Index Fund Admiral Shares (VFSAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
4.5 | iShares Russell 1000 Value ETF (IWD) | $15,001 - $50,000 | None (or less than $201) |
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 | 3 | Return of Capital Account in the amount of $640,000. |
2 | 4 | Value not readily ascertainable. |
2 | 5 | Jones Day will make a final contribution of $40,500 in the fourth quarter of 2022 and no additional contributions after that. |
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