Observations
- Millionaire
Estimated Net Worth
- $19.0 M - $37.5 M
Salary
- Unknown
Employment
- Started 03/01/2018
Financial Disclosure Details - OGE Form 278e (05/02/2023)
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 | WilmerHale | |||
1.1 | American Cent Mid Cap | $15,001 - $50,000 | $2,501 - $5,000 | |
1.2 | Parnassus Core Equity | $100,001 - $250,000 | $5,001 - $15,000 | |
1.3 | BlackRock Equ Idx | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Loomis Sayles Growth Fund | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Vanguard Tax Small Cap (VTMSX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Oakmark Int'l (OAKIX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | MayerBrown | |||
2.1 | Vanguard Target 2035 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Dodge&Cox stock | $50,001 - $100,000 | $2,501 - $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2000 | |
2 | MayerBrown | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/1996 |
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 | Villere Balanced Fund IRA | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | Villere Balanced Fund TMS IRA | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | American University | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Washington Mutual Investor Fund FWMIX Capital Group | Over $1,000,000 | $100,001 - $1,000,000 | |
2 | New Economy Fund FNEFX Capital Group | Over $1,000,000 | $100,001 - $1,000,000 | |
3 | Europacific Growth Fund FEUPX Capital Group | $250,001 - $500,000 | $15,001 - $50,000 | |
4 | U.S. Bank #1 (Cash) (LKITC) | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Total International Stock ETF (VXUS) (LKITC) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
6 | Vanguard Total Stock (VTI) (LKITC) | $250,001 - $500,000 | $2,501 - $5,000 | |
7 | Vanguard Total World (VT) (LKITC) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
8 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) (LKITC) | $250,001 - $500,000 | $5,001 - $15,000 | |
9 | U.S. Bank #1 Cash (VJ) | $100,001 - $250,000 | None (or less than $201) | |
10 | Pool Corporation (POOL) (VJ) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | Sale | 01/03/2022 | $1,001 - $15,000 |
2 | Open Lending Corporation Class A Common Stock (LPRO) (VJ) | Purchase | 01/04/2022 | $15,001 - $50,000 |
3 | Eaton Vance Floating-Rate Fund Institutional Class Shares (EIBLX) ((IAT FBOLK)) | Sale | 01/10/2022 | $1,001 - $15,000 |
4 | Eaton Vance Floating-Rate Fund Institutional Class Shares (EIBLX) (IAFT FBOLK) | Sale | 01/12/2022 | $15,001 - $50,000 |
5 | New Economy Fund Class F3 Shares (FNEFX) | Sale | 01/20/2022 | $1,001 - $15,000 |
6 | Eaton Vance Floating-Rate Fund Institutional Class Shares (EIBLX) (IAFT FBOLK) | Purchase | 01/31/2022 | $1,001 - $15,000 |
7 | Eaton Vance Floating-Rate Fund Institutional Class Shares (EIBLX) (IAT FBOLK) | Purchase | 01/31/2022 | $1,001 - $15,000 |
8 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | Purchase | 01/31/2022 | $1,001 - $15,000 |
9 | Eaton Vance Floating-Rate Fund Institutional Class Shares (EIBLX) (IAFT FBOLK) | Purchase | 02/28/2022 | $1,001 - $15,000 |
10 | Eaton Vance Floating-Rate Fund Institutional Class Shares (EIBLX) (IAT FBOLK) | Purchase | 02/28/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 34 | This trust no longer exists. |
6 | 37.4 | Even though it's under the threshold, please keep this here as a placeholder for next year. It makes it easier to compare if everything is together from one account. Thank you. |
6 | 41 | This is a trust for my wife's ex-step mother, but the ethics committee has asked us to report this trust as my wife is a remainder beneficiary should there be anything left at the ex-step mother's death. |
6 | 42.1 | Income derived from one-quarter share of the crops. |
6 | 57 | Stock acquired in spin-off from Ligand Pharmaceutical on 11/02/2022. |
7 | 1 | sold through a series of sales transactions not exceeding $1,000 during 2022. family trusts 2, 4, 7 |
7 | 8 | sold through a series of sales transactions not exceeding $1,000 during 2022. family trusts 2, 4, 6, 7 |
7 | 11 | sold through a series of sales transactions not exceeding $1,000 during 2022. family trusts 2, 4, 7 |
7 | 17 | sold through a series of sales transactions not exceeding $1,000 during 2022. family trusts 3 + LKITC |
7 | 22 | sold through a series of sales transactions not exceeding $1,000 during 2022. family trusts 2, 4, 7 |
Do you have information about Jason E Kearns that is missing from this database?
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