Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.4 M
Salary
- Unknown
Employment
- Started 05/25/2022
Financial Disclosure Details - OGE Form 278e (01/12/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | co-manager | 5/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Kator, Parks, Weiser & Harris, PLLC (law firm) LLC Distribution pursuant to separation agreement with the firm | None (or less than $1,001) | LLC Distribution | $500,000 |
2 | Kator, Parks, Weiser & Harris, PLLC, Contingency and Lodestar Fee Cases | None (or less than $1,001) | Fee Payment. | $500,000 |
3 | Kator, Parks, Weiser & Harris PLLC | Guaranteed Payments | $49,725 | |
4 | ROTH IRA | |||
4.1 | Columbia Dividend Income Fund | $15,001 - $50,000 | None (or less than $201) | |
4.2 | American Funds Growth Fund of America | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Columbia Acorn Fund Class A Shares (LACAX) | None (or less than $1,001) | None (or less than $201) | |
5 | Kator, Parks, Weiser, & Harris 401K | |||
5.1 | Voya Fixed Account | $50,001 - $100,000 | None (or less than $201) | |
5.2 | American Funds The Growth Fund of America | $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 will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 4/1999 | |
2 | Washington, District of Columbia | My name was removed from the name of the firm upon my withdrawal in May 2022. | 5/2022 | |
3 | Washington, District of Columbia | Upon leaving the firm, I reliquished any interest in contingency fee cases. I do not retain an interest in any recovery obtained in a contingency fee case. | 5/2022 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Kensington, Maryland | Legal services | |
2 | Arlington, Virginia | Legal services | |
3 | Washington, District of Columbia | Legal services | |
4 | San Diego, California | Legal services | |
5 | Washington, District of Columbia | Legal services | |
6 | Silver Spring, Maryland | Legal services | |
7 | Fairfax, Virginia | Legal services | |
8 | Alexandria, Virginia | Legal services | |
9 | Washington, District of Columbia | Legal Services | |
10 | Cape Canaveral, Florida | Legal services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bullis School | Salary and Bonus | ||
2 | Westtown School Defined Contribution Retirement | |||
2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2 | CREF Stock | $15,001 - $50,000 | None (or less than $201) | |
2.3 | CREF Equity | $15,001 - $50,000 | None (or less than $201) | |
2.4 | CREF Global Equity | $1,001 - $15,000 | None (or less than $201) | |
2.5 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
3 | Bullis 401K | |||
3.1 | Vanguard Target Retirement 2030 Fund | $250,001 - $500,000 | None (or less than $201) | |
3.2 | Vanguard Target Retirement 2035 Fund | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | UTMA Account | |||
1.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | None (or less than $1,001) | None (or less than $201) | |
1.3 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Spouse Maryland 529 | |||
2.1 | Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
4 | Maryland 529 | |||
4.1 | Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) | |
5 | Spouse Investment Account |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First National Bank | $250,001 - $500,000 | 2021 | 30 years |
2 | First National Bank | $50,001 - $100,000 | 2022 | 7 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
4 | 15 | Source was provided legal services in non-public facing confidential matter. No litigation. Identification of source may be detrimental to source. DC Bar Rule 1.6. |
8 | 2 | Currently owe zero. |
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