Blake Roberts
Deputy General Counsel
Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/29/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) (law firm) tax withholding | $50,001 - $100,000 | None (or less than $201) | |
2 | Wilmer Cutler Pickering Hale & Dorr LLP, 401K plan | |||
2.1 | BlackRock Equity Index Non-Lendable Fund (Class M) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Wilmer Cutler Pickering Hale & Dorr LLP, defined benefit plan (value not readily ascertainable); eligible for approximately $3,200/mo. at age 62 | None (or less than $201) | ||
4 | Roth IRA #1 | |||
4.1 | Fidelity 500 Index Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | Roth IRA #2 | |||
5.1 | Vanguard Total Stock Market ETF | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Vanguard Total International Stock ETF | $1,001 - $15,000 | None (or less than $201) | |
5.3 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined benefit plan. | 1/2017 | |
2 | Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) | Washington, District of Columbia | I retained the benefit of tax preparation services for my participation in the partnership for 2021, prepaid by the firm for all partners. | 1/2017 |
3 | Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) | Washington, District of Columbia | I will continue to participate in this 401K defined contribution plan. Other than a fixed contribution that was made for 2021, the plan sponsor will not make further contributions after my separation. | 4/2012 |
4 | Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) | Washington, District of Columbia | The firm withheld from my final partnership share distribution an estimate for any tax payments/tax reconciliation that may be owed. Any remaining withholding will be reimbursed to me within approximately 3 years. | 1/2017 |
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 | Roth IRA #1 | |||
1.1 | Fidelity 500 Index Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | Roth IRA #2 | |||
2.1 | Vanguard Total Stock Market Index Fund ETF | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Total International Stock Index Fund ETF | $1,001 - $15,000 | None (or less than $201) | |
2.3 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | District of Columbia 401(a) plan | |||
3.1 | Vanguard Target Retire 2045 Tr | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
3 | CA (ScholarShare) College Savings Plan (Child #1) | |||
3.1 | 2030/2031 Enrollment Portfolio Passive | $50,001 - $100,000 | None (or less than $201) | |
4 | CA (ScholarShare) College Savings Plan (Child #2) | |||
4.1 | 2032/2033 Enrollment Portfolio Passive | $100,001 - $250,000 | None (or less than $201) | |
5 | CA (ScholarShare) College Savings Plan (Child #1) | |||
5.1 | 2030/2031 Enrollment Portfolio Passive | $50,001 - $100,000 | None (or less than $201) | |
6 | CA (ScholarShare) College Savings Plan (Child #2) | None (or less than $201) | ||
6.1 | 2032/2033 Enrollment Portfolio Passive | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Aggressive Age-Based Option: Growth Portfolio | Sale | 07/28/2023 | $1,001 - $15,000 |
2 | Target Enrollment 2033 | Purchase | 07/28/2023 | $1,001 - $15,000 |
3 | Aggressive Age-Based Option: Growth Portfolio | Sale | 07/28/2023 | $1,001 - $15,000 |
4 | Target Enrollment 2033 | Purchase | 07/28/2023 | $1,001 - $15,000 |
5 | Aggressive Age-Based Option: Aggressive Portfolio | Sale | 07/28/2023 | $1,001 - $15,000 |
6 | Target Enrollment 2035 | Purchase | 07/28/2023 | $1,001 - $15,000 |
7 | Aggressive Age-Based Option: Aggressive Portfolio | Sale | 07/28/2023 | $1,001 - $15,000 |
8 | Target Enrollment 2035 | Purchase | 07/28/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Private school (Child #1) (paid off) | $15,001 - $50,000 | 2022 | 1 year |
2 | Private school (Child #2) (paid off) | $15,001 - $50,000 | 2022 | 1 year |
3 | Private school (Child #1) (paid off) | $15,001 - $50,000 | 2023 | 1 year |
4 | Private school (Child #2) (paid off) | $15,001 - $50,000 | 2023 | 1 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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