Observations
- Millionaire
Estimated Net Worth
- $14.0 M - $43.9 M
Salary
- Unknown
Employment
- Started 10/31/2023
Records
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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