Observations
- Millionaire
Estimated Net Worth
- $3.2 M - $5.0 M
Salary
- Unknown
Employment
- Started 03/30/2022
Records
- OGE Form 278t (01/03/2023)
- OGE Form 278t (01/03/2023)
- OGE Form 278e (08/05/2022)
- OGE Form 278t (07/29/2022)
- OGE Form 278t (07/29/2022)
- OGE Form 278t (09/28/2021)
- OGE Form 278t (09/28/2021)
- OGE Form 278e (07/30/2021)
- OGE Form 278e (06/14/2021)
- OGE Form 278t (05/10/2021)
- OGE Form 278t (07/28/2020)
- OGE Form 278e (07/16/2020)
- OGE Form 278t (07/16/2020)
- OGE Form 278e (06/27/2019)
- OGE Form 278t (08/20/2018)
- OGE Form 278t (07/26/2018)
- OGE Form 278e (06/01/2018)
- OGE Form 278t (04/20/2018)
- OGE Form 278t (01/16/2018)
- OGE Form 278t (12/19/2017)
- OGE Form 278t (12/07/2017)
- OGE Form 278t (12/04/2017)
- OGE Form 278t (09/14/2017)
- OGE Form 278t (09/06/2017)
- OGE Form 278t (08/22/2017)
- OGE Form 278t (08/21/2017)
- OGE Form 278e (06/16/2017)
Financial Disclosure Details - OGE Form 278e (08/05/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Raleigh, North Carolina | member | 3/2021 | |
2 | Washington, District of Columbia | Adjunct Law Professor | 12/2021 | |
3 | Charlottesville, Virginia | Adjunct Law Professor | 12/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Jenner & Block 401(k) | |||
1.1 | Fidelity Growth Company Fund Class K Shares (FGCKX) | None (or less than $1,001) | None (or less than $201) | |
1.2 | Fidelity Low-Priced Stock Fund Class K Shares (FLPKX) | None (or less than $1,001) | None (or less than $201) | |
1.3 | American Funds EuroPacific Growth Fund, Class R (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Champlain Midcap Institutional (CIPIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity Growth Company K6 Fund (FGKFX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 9/1997 |
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 | salary | ||
2 | Accenture | salary and bonus | ||
3 | Accenture, unvested restricted stock units | $15,001 - $50,000 | None (or less than $201) | |
4 | IRA #1 | |||
4.1 | Apple, Inc. (AAPL) | Over $1,000,000 | None (or less than $201) | |
4.2 | Intel Corp. (INTC) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Nestle SA (NSRGY) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Pfizer Inc. (PFE) | $15,001 - $50,000 | None (or less than $201) | |
4.5 | American Mutual Fund Class A Shares (AMRMX) | $100,001 - $250,000 | None (or less than $201) | |
4.6 | American Funds Investment Company of America (AIVSX) | $50,001 - $100,000 | 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 | Residential real estate, Corrolla, NC | $500,001 - $1,000,000 | None (or less than $201) | |
3 | U.S. brokerage account #1 | |||
3.1 | Apple, Inc. (AAPL) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
3.2 | Amazon.com, Inc. (AMZN) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Peloton (PTON) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. brokerage account #2: | |||
4.1 | Investment Company of America (AIVSX) | $50,001 - $100,000 | None (or less than $201) | |
4.2 | Apple, Inc. (AAPL) | Over $1,000,000 | Dividends | $5,001 - $15,000 |
5 | First Trust Cloud Computing 28 (FSZFNX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Gilead Sciences, Inc. (GILD) | Sale | 05/06/2021 | $15,001 - $50,000 |
2 | Peloton | Purchase | 05/07/2021 | $1,001 - $15,000 |
3 | First Trust Cloud Computing 34 | Purchase | 08/31/2021 | $15,001 - $50,000 |
4 | Exxon Mobil Corp. (XOM) | Sale | 08/31/2021 | $15,001 - $50,000 |
5 | Target Corp. (TGT) | Sale | 08/31/2021 | $15,001 - $50,000 |
6 | Apple, Inc. (AAPL) | Sale | 08/31/2021 | $15,001 - $50,000 |
7 | Nestle SA (NSRGY) | Sale | 08/31/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $100,001 - $250,000 | 2011 | 15 |
2 | US Bank | $250,001 - $500,000 | 2018 | 30 |
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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