Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278 Termination (12/26/2018)

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
Vanguard Windsor Fund
$500,001 - $1,000,000
$201 - $1,000
2
Vanguard Index 500
$100,001 - $250,000
$5,001 - $15,000
3
Fidelity Mid-Cap Stock
$100,001 - $250,000
$201 - $1,000
4
Fidelity Small-Cap Stock
$100,001 - $250,000
$201 - $1,000
5
Aspen Publication Inc.: "LawMaking: Introduction to Statutory & Reglatory Interpretation"
None (or less than $1,001)
None (or less than $201)
6
Fidelity Large Cap
$100,001 - $250,000
$201 - $1,000
7
Vanguard Intermediate Term Tax Exempt Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
8
Health Care SPDR
$1,001 - $15,000
None (or less than $201)
9
Vanguard Federal Money Market Fund
$50,001 - $100,000
$201 - $1,000
10
Vanguard Target Retirement 2025
$500,001 - $1,000,000
$5,001 - $15,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I have not contributed funds to this defined contribution plan after my separation in July 2013, but still have existing funds in this plan connected to Georgetown Law School.
8/1991

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
Georgetown University Law Center
salary
2
TIAA-CREF
None (or less than $1,001)
2.1
IShares Core S&P 500 ETF IVV
$15,001 - $50,000
$201 - $1,000
2.2
ISHARES CORE S&P SMALL CAP ETF IJR
$1,001 - $15,000
$201 - $1,000
2.3
ISHARES MSCI EAFE SMALL CAP ETF SCZ
$1,001 - $15,000
$201 - $1,000
2.4
ISHARES US AEROSPACE & DEFENSE ETF ITA
$1,001 - $15,000
$201 - $1,000
2.5
POWERSHARES NASDAQ INTERNET PORTFOLIO ETF PNQI
$1,001 - $15,000
$201 - $1,000
2.6
POWERSHARES BUYBACK ACH PKW
$15,001 - $50,000
$201 - $1,000
2.7
POWESHARES PHARMACEUTICALS PORT PJP
$1,001 - $15,000
$201 - $1,000
2.8
POWERSHARES INTL CORPORATE BOND PORT PICB
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account # 1 (Cash) PNC
$1,001 - $15,000
None (or less than $201)
2
Real Estate Undeveloped Slaughter Beach, DE
$50,001 - $100,000
None (or less than $201)
3
U.S. credit union # 2 (Cash) Georgetown
$15,001 - $50,000
None (or less than $201)
4
U.S. bank account #3 (Cash) PNC
$15,001 - $50,000
None (or less than $201)
5
Real Estate Undeveloped Slaughter Beach, DE
$50,001 - $100,000
None (or less than $201)
6
Real Estate Residential Rehoboth Beach, DE
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
7
BROWN ADVISORY GROWTH
$1,001 - $15,000
None (or less than $201)
8
Schwab Cash Reserves
$15,001 - $50,000
Checking account with Schwab
$6,550
9
Fidelity BLUE CHIP GROWTH FBGRX/312
$1,001 - $15,000
None (or less than $201)
10
Royalties from legal casebooks from West Publishing
$1,001 - $15,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
PROSHARES ULTRAPRO DOW30 UDOW
Purchase
01/25/18
$15,001 - $50,000
2
PROSHARES ULTRAPRO DOW30 UDOW
Sale
02/02/18
$15,001 - $50,000
3
PROSHARES ULTRAPRO DOW30 UDOW
Purchase
02/5/18
$15,001 - $50,000
4
PROSHARES ULTRAPRO DOW30 UDOW
Sale
02/09/18
$15,001 - $50,000
5
SPDR SERIES TRUST S&P 600 SMCP VAL SLYV
Sale
04/16/18
$15,001 - $50,000
6
ISHARES MRGSTR MD CP VAL JKI
Sale
04/16/18
$15,001 - $50,000
7
POWERSHARES S&P 500 STAPLS RHS
Sale
04/16/18
$1,001 - $15,000
8
VANGUARD VALUE VTV
Sale
04/16/18
$15,001 - $50,000
9
SELECT SECTOR SPDR TRUST TECHNOLOGY XLK
Sale
04/16/18
$1,001 - $15,000
10
SELECT SECTOR SPDR TRUST SBI CONS STPLS XLP
Purchase
04/30/18
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2013
30 year
2
Wells Fargo
$250,001 - $500,000
2015
15 year
3
Wells Fargo
$250,001 - $500,000
2013
30 year
4
Wells Fargo
$100,001 - $250,000
2018
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
9
This is the new name for Vanguard ST Inv, which is the fund I reported last year.
2
10
Apparently this is the new name for the Vanguard Wellington Fund that I reported last year.

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