Brian E. Nelson
Undersecretary, Terrorism and Financial Intelligence
Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $1.3 M - $3.2 M
Salary
- Unknown
Employment
- Started 12/02/2021
Financial Disclosure Details - OGE Form 278e (04/20/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Los Angles, California | Chief Legal Officer | Present | |
2 | Oakland, California | Board Chair (Advisory) | Present | |
3 | Santa Monica, California | Trustee | Present | |
4 | New York City, New York | Director | Present | |
5 | Washington, District of Columbia | Volunteer | 1/2021 | |
6 | Los Angeles, California | Volunteer State Chair | 1/2019 | |
7 | Santa Monica, California | Grantor-Trustee | Present | |
8 | Los Angeles, California | Member advisor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | LA 2028 | Salary/Bonus | $729,285 | |
2 | CA State Controller's Office -- Unclaimed Property | $15,001 - $50,000 | None (or less than $201) | |
3 | LA 2028 Defined Contribution Plan, 403(b) | |||
3.1 | Vanguard Institutional Target Retirement 2040 Fund | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Los Angeles, California | Chief Legal Officer -- responsible for managing the legal, compliance, regulatory, risk-management, policy and government relations functions at LA28. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | City of Santa Monica | salary | ||
2 | Univ of CA Retirement Plan, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
3 | City of Santa Monica, Defined Contribution Plan Roth 457 | |||
3.1 | T Rowe Price Retirement 2045 Fund (TRRKX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Nationwide, fixed annuity | $1,001 - $15,000 | None (or less than $201) | |
4 | City of Santa Monica, 401(a) plan | |||
4.1 | Nationwide Government Money Market Fund Class R6 Shares (GMIXX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | T Rowe Price Retirement 2045 Fund (TRRKX) | $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) | $250,001 - $500,000 | Interest | $201 - $1,000 |
3 | Kellogg Co. (K) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
4 | Vanguard Large-Cap Index Fund ETF Shares (VV) | $15,001 - $50,000 | $201 - $1,000 | |
5 | Oil & Gas lease, Buffco Production Co., exploration & production company (Longview, TX) | None (or less than $1,001) | Rent or Royalties | $201 - $1,000 |
6 | Oil & Gas lease, Devon Energy Production Corp., exploration & production company (Oklahoma City, OK) | $1,001 - $15,000 | Rent or Royalties | $1,001 - $2,500 |
7 | Oil & Gas lease, Sabalo Operating LLC, exploration & production company (Corpus Christi, TX) | $1,001 - $15,000 | Rent or Royalties | $201 - $1,000 |
8 | Brokerage account #1 | |||
8.1 | The Middleby Corp. (MIDD) | $15,001 - $50,000 | None (or less than $201) | |
8.2 | U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $15,001 - $50,000 | 2005 | 30-year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | Revocable trust that currently holds no legal title to any assets and has not yet been funded. |
1 | 7 | Revocable trust that currently holds no legal title to any assets. |
2 | 2 | My California Savings Plus retirement account was converted to unclaimed property by the State, and I have made a claim to re-acquire the account funds, which is currently pending with the State Controller's Office. |
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