Jacob J. Lew
Israel - Ambassador To The State Of
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $14.0 M - $43.9 M
Salary
  • salary
    Unknown
Employment
  • Started 10/31/2023

Financial Disclosure Details - OGE Form 278e (08/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Visiting Professor
Present
2
Lindsay Goldberg LLC
New York, New York
Managing Partner
Present
3
Washington, District of Columbia
Board Member
Present
4
Financial Services Volunteer Corp
New York, New York
Board Member
Present
5
National Committee on US China Relations
New York, New York
Board Member
Present
6
Harry Walker Agency
New York, New York
Speaker
Present
7
National Library of Israel USA
New York, New York
Board Member
Present
8
Blend Labs Inc
San Francisco, California
Informal Advisor
Present
9
Galen Mental Health, LLC
Coral Gables, Florida
Board Member
Present
10
Creation Technologies
Boston, Massachusetts
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Columbia University School of International and Public Affairs
Salary
$268,875
2
Lindsay Goldberg LLC
Salary/Bonus
$8,127,401
3
Lindsay Goldberg GP V LLC, Carried and Capital Interest
None (or less than $1,001)
Dividends
$15,001 - $50,000
4
Morgan Stanley SEP IRA
4.1
I Shares Floating Rate ETF (FLOT)
$100,001 - $250,000
None (or less than $201)
4.2
US Treasury Note
$15,001 - $50,000
None (or less than $201)
4.3
MSIF Ultra Short Income (MUAIX)
$15,001 - $50,000
None (or less than $201)
4.4
U.S. bank deposit program (cash)
$1,001 - $15,000
None (or less than $201)
5
Morgan Stanley IRA
5.1
Invesco QQQ (QQQ)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
While I am in government, Columbia has agreed to convert my position from visiting professor to adjunct professor and to place me in a leave of absence status. While on leave of absence, I will receive no pay or benefits other than retention of the office space allotted to me by the University.
8/2023
2
Lindsay Goldberg LLC
New York, New York
If I resign on or before December 31, 2023, I will not receive a bonus for any portion of 2023 that I work for Lindsay Goldberg LLC. If I resign after December 31, 2023, I will only receive a bonus for 2023 if I am still at the firm when bonuses are paid in 2024 and I will not receive a bonus for calendar year 2024.
11/2017
3
Lindsay Goldberg LLC
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
11/2017
4
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2017
5
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2017
6
NYU 457(B) TIAA CREF
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2001
7
NYU Retirement Plan (TIAA CREF)
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2001
8
NYU STDA Plan (TIAA CREF)
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2001
9
Center for Middle East Research
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/1992
10
Lindsay Goldberg GP IV LLC
New York, New York
Pursuant to my employment agreement and investment arrangements, I will retain my carried interest and a profit interest in Lindsay Goldberg GP IV LLC and Lindsay Goldberg GP IV Offshore AIV LLC. My carried interest in these entities entitles me to 20% of profits received by the entities if the investments meet the 8% hurdle rate. My profit interest entitles me to a 0.14% of profits from the funds’ underlying holdings. The maximum percentage of my carried and profit interests were fixed as of the date they were granted.
11/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
Services as Visiting Professor
2
Lindsay Goldberg LLC
New York, New York
Services as Managing Partner
3
Harry Walker Agency
New York, New York
Services as speaker
4
Blend Labs Inc
San Francisco, California
Available for occasional services if requested (none have been requested). No cash compensation has been paid.
5
Zurich, Switzerland, Outside U.S.
Services as speaker
6
Deloitte Services
London, U.K., Outside U.S.
Services as speaker
7
New York, New York
Services as speaker

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Quinnipiac University
salary
2
IRA
2.1
Invesco QQQ
$15,001 - $50,000
None (or less than $201)
2.2
IShares Floating Rate Bond (FLOT)
$1,001 - $15,000
None (or less than $201)
2.3
IShares Russell 2000 (IWM)
$1,001 - $15,000
None (or less than $201)
2.4
SPDR S&P 500 ETF TRUST (SPY)
$15,001 - $50,000
None (or less than $201)
2.5
SPDR S&P Midcap (MDY)
$1,001 - $15,000
None (or less than $201)
2.6
MSIF Ultra-short income (MUAIX)
$1,001 - $15,000
None (or less than $201)
2.7
U.S. bank deposit program (cash)
$1,001 - $15,000
None (or less than $201)
2.8
SPDR DJIA TRUST (DIA)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Personal loan to Mr. and Mrs. Lopez
$100,001 - $250,000
Interest
$1,001 - $2,500
2
Revocable Trust #1
2.1
Brokerage Acct #2
2.1.1
UNITED STATES TREASURY NOTE
$100,001 - $250,000
Interest
$5,001 - $15,000
2.1.2
UNITED STATES TREASURY NOTE
$100,001 - $250,000
Interest
$5,001 - $15,000
2.1.3
UNITED STATES TREASURY NOTE
$250,001 - $500,000
Interest
$5,001 - $15,000
2.1.4
UNITED STATES TREASURY NOTE
$100,001 - $250,000
Interest
$5,001 - $15,000
2.1.5
MSIF ULTRA-SHORT INCOME A (MUAIX)
$1,000,001 - $5,000,000
$15,001 - $50,000
2.1.6
VANGUARD NY MUNI MMKT (VYFXX)
$500,001 - $1,000,000
$15,001 - $50,000
2.1.7
US Bank deposit program (cash)
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citi Bank
$250,001 - $500,000
2013
30 years
2
BMO Harris Bank
$100,001 - $250,000
2021
6 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
3
Uncompensated
1
4
Uncompensated
1
5
Uncompensated
1
7
Uncompensated
1
9
Uncompensated
1
10
Uncompensated
2
3
In 2022, I irrevocably transferred my carried and capital interests in Lindsay Goldberg GP V, LLC. I no longer hold this fund or any interest related to the fund. During the reporting period, one underlying holding of this fund, Pike Corporation (services to electric utility industry), generated dividends that were distributed to me during the reporting period and before my divestiture. The income amount reported reflects the full amount received in dividends through both my carried and capital interests.
2
13.1.1
Holds investment in Liveo Research (films and plastic packaging) and Paccor (packaging solutions) (sold in 2022) through the reporting structure shown in the lines below 13.1.1
2
13.1.1.1.2.1.1.2
Holds investment in Liveo Research (films and plastic packaging) through the reporting structure shown in the lines below.
2
13.1.3
Holds investment in Golden West Packaging Group (custom packaging) through the reporting structure shown in the lines below 13.1.3

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