Estimated Net Worth
- Unknown
Salary
- $183 K
Employment
- 02/08/2021 - 11/30/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278 Termination (02/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | Professor of Law at Harvard Law School | Present | |
2 | Humu Inc | Mountain View, California | Advisor | 2/2021 |
3 | Behavioral Insights Team, North America | New York, New York | Member of Board of Directors | 2/2021 |
4 | New York, New York | Columnist | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Harvard University | Salary | $123,263 | |
2 | Retirement Income Plan for Teaching Faculty of Harvard University | |||
2.1 | TIAA Traditional | $15,001 - $50,000 | None (or less than $201) | |
2.2 | CREF Stock R3 (QCSTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Total Stock Market Index Fund Institutional Plus (VSMPX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Institutional Target Retirement 2020 Institutional (VITWX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Harvard University Tax Deferred Annuity Plan | |||
3.1 | Vanguard Institutional Target Retirement 2020 Institutional (VITWX) | $100,001 - $250,000 | None (or less than $201) | |
4 | The University of Chicago Contributory Retirement Plan | |||
4.1 | TIAA Traditional | $1,000,001 - $5,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | I will take an unpaid, two-year leave of absence from my faculty position. | 1/2021 | |
2 | The University of Chicago | Chicago, Illinois | I will continue to participate in the Defined Contribution Retirement Plan. The university has not made contributions since my departure. | 8/1981 |
3 | Cambridge, Massachusetts | I will continue to participate in the Tax Deferred Annuity Plan. The university will not make contributions during my leave. | 8/2008 | |
4 | Cambridge, Massachusetts | I will continue to participate in the Retirement Income Plan. The university will not make contributions during my leave | 8/2008 | |
5 | Cambridge, Massachusetts | As part of the incentive package to teach at Harvard, I received a mortgage loan for half the value of the residence. Harvard University paid half the value of the home and I must repay the loan (and 50% of any appreciation value) upon sale of the home. The terms of the agreement between myself and Harvard are not affected by my leave of absence for up to two years. If I do not return to Harvard at the end of two years, the entire mortgage becomes immediately due. | 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 | Harvard University Defined Contribution Retirement Plan | |||
1.1 | CCREF Money Market R3 (QCMMIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Harvard University Retirement Income Plan | |||
2.1 | Vanguard Federal Money Market Inv (VMFXX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Harvard University Tax Deferred Annuity Plan | |||
3.1 | Vanguard Inst Tg Trm 35 Inst (VITFX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Harvard University | Salary | ||
5 | "The Education of an Idealist", Day Street Books/William Collins (value not readily ascertainable) | Rent or Royalties | $15,001 - $50,000 | |
6 | "A Problem From Hell", Basic Books/Flamingo (Value not readily ascertainable) | Rent or Royalties | $5,001 - $15,000 | |
7 | The Wylie Agency, LLC ("A Problem From Hell" republication for quotes; October 2021); New York, NY, USA | Republication Rights fees | $216 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | None (or less than $1,001) | Interest | $1,001 - $2,500 |
2 | U.S. bank #4 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
3 | U.S. bank #6 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
4 | U.S. bank #8 (cash) | None (or less than $1,001) | Interest | $2,501 - $5,000 |
5 | U.S. bank #9 (cash) | None (or less than $1,001) | Interest | $201 - $1,000 |
6 | US brokerage account | |||
6.1 | Vanguard Value ETF Holding (VTV) | $50,001 - $100,000 | $201 - $1,000 | |
6.2 | Vanguard Total Bond Mkt Holding (BND) | $50,001 - $100,000 | $201 - $1,000 | |
6.3 | Johnson & Johnson Company Holdings (JNJ) | None (or less than $1,001) | Dividends Capital Gains | $15,001 - $50,000 |
6.4 | Blackrock International FD A (MDILX) | None (or less than $1,001) | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Johnson & Johnson Com (JNJ) | Sale | 06/21/2021 | $15,001 - $50,000 |
2 | Blackrock International FD A (MDILX) | Sale | 07/07/2021 | $1,001 - $15,000 |
3 | Blackrock ADV SMID Cap Fund Inc CL A (MDSPX) | Sale | 07/07/2021 | $1,001 - $15,000 |
4 | Vanguard Short-Term Corporate Bond (VCSH) | Purchase | 07/07/2021 | $250,001 - $500,000 |
5 | Vanguard Total STK MKT EFT (VTI) | Purchase | 07/07/2021 | $250,001 - $500,000 |
6 | Davis NY Venture FD CL A (NYVTX) | Sale | 07/07/2021 | $1,001 - $15,000 |
7 | Templeton Foreign Fund CL A (TEMFX) | Sale | 07/07/2021 | $1,001 - $15,000 |
8 | Templeton Global Bond FD CL A (TPINX) | Sale | 07/07/2021 | $1,001 - $15,000 |
9 | Blackrock Advantage Small Cap Growth FD CL A (CSGEX) | Sale | 07/07/2021 | $1,001 - $15,000 |
10 | Blackrock Capital Appreciation FD, Inc. A (MDFGX) | Sale | 07/07/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | President and Fellows of Harvard College | $500,001 - $1,000,000 | 2017 | Due on sale |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 13 | Columns dated: 01/04/2021; 01/04/2021; 01/06/2021; 01/07/2021; 01/08/2021; 01/11/2021; 01/13/2021; 01/17/2021; 01/19/2021; 01/21/2021; 01/22/2021; 01/26/2021; 01/28/2021; 02/02/2021/ 02/07/2021 |
6 | 9 | The LLC is a film company that was started by one of spouse's friends. It has never actually made any films. |
8 | 1 | As part of the incentive package to teach at Harvard, the nominee received mortgage loan for half the value of the residence. Harvard University paid half the value of the home and the nominee must repay the loan (and 50% of any appreciation value) upon sale of the home. The terms of the agreement between the nominee and Harvard are not affected by the nominee taking a leave of absence for up to two years. If the nominee does not return to Harvard at the end of two years, the entire mortgage becomes immediately due. |
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