Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $16.4 M
Salary
- Unknown
Employment
- Started 10/28/2021
Financial Disclosure Details - OGE Form 278e (03/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Cooley LLP (law firm) | Partnership Share | $33,559 | |
2 | Roth IRA | |||
2.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Cooley LLP (defined contribution plan) | |||
3.1 | Schwab Indexed Retirement Trust Fund 2045 | $15,001 - $50,000 | None (or less than $201) | |
4 | Hogan Lovells US LLP Retirement Savings Plan | |||
4.1 | T. Rowe Price Institutional Small-Cap Stock Fund (TRSSX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Intl Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Fidelity Extended Market Index Fund (FSMAX) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | My capital account was returned to me in a lump-sum payment on the date of my withdrawal from the firm, minus $61,500, which was held back to pay state and foreign taxes on my behalf and attributable to my income earned while I was a partner at the firm. Any unused amounts will be returned to me following the firm's payment of its cumulative composite tax liability for the relevant years. | 1/2020 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2020 | |
3 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2012 |
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 | Roth IRA | |||
1.1 | Pacific Funds Portfolio Optimization Aggressive-Growth A (POEAX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank #3 (cash) | $1,000,001 - $5,000,000 | Interest | $2,501 - $5,000 |
4 | U.S. bank #4 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. bank #5 (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | DC College Savings Plan #1 (DC College Savings 2028 Portfolio) | $15,001 - $50,000 | None (or less than $201) | |
7 | DC College Savings Plan #2 (DC College Savings 2031 Portfolio) | $50,001 - $100,000 | None (or less than $201) | |
8 | DC College Savings Plan #3 (DC College Savings 2031 Portfolio) | $15,001 - $50,000 | None (or less than $201) | |
9 | DC College Savings Plan #4 (DC College Savings 2028 Portfolio) | $50,001 - $100,000 | None (or less than $201) | |
10 | Residential real estate #1, Washington, DC | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Bank | $100,001 - $250,000 | 2012 | 15 years |
2 | U.S. Bank | $500,001 - $1,000,000 | 2016 | 30 years |
3 | Citi Bank | $250,001 - $500,000 | 2020 | 7 years |
4 | Chase | $500,001 - $1,000,000 | 2016 | 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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