Jonathan C. Su
Deputy Assistant to the President and Deputy Counsel to the President
Observations
- Millionaire
Estimated Net Worth
- $4.0 M - $11.3 M
Salary
- $155 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/19/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 1/2021 | |
2 | New York, New York | Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Latham & Watkins LLP | Earned income allocation from law firm partnership | $140,000 | |
2 | Latham & Watkins LLP, 401(k) plan: | |||
2.1 | Vanguard Target Retirement TR 2030 | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Dodge & Cox Stock Fund (DODGX) | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Total Stock Market Index Fund Institutional Plus Class Shares (VSMPX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Dodge & Cox Balanced Fund (DODBX) | $250,001 - $500,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | Dodge & Cox Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA #2 |
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. The plan sponsor will not make further contributions after my separation. | 9/2004 |
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 | Jones Day, 401(k) plan | |||
1.1 | Jones Day 2040 Fund | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA #1 | |||
2.1 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | $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 | Interest | $2,501 - $5,000 |
2 | Virginia529 Plan | |||
2.1 | 2024 Portfolio - Target ages 16-18 | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | 2030 Portfolio - Target ages 10-12 | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Residential Rental Property (New York, NY) | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Dodge & Cox Stock Fund (DODGX) | $250,001 - $500,000 | $5,001 - $15,000 | |
5 | Dodge & Cox Balanced Fund (DODBX) | $250,001 - $500,000 | $5,001 - $15,000 | |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
7 | Vanguard Equity Income Fund Investor Shares (VEIPX) | $100,001 - $250,000 | $5,001 - $15,000 | |
8 | Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Dodge & Cox Stock Fund (DODGX) | Purchase | 04/12/2021 | $250,001 - $500,000 |
2 | Dodge & Cox Stock Fund (DODGX) | Purchase | 05/10/2021 | $100,001 - $250,000 |
3 | Dodge & Cox Balanced Fund (DODBX) | Purchase | 04/12/2021 | $250,001 - $500,000 |
4 | Dodge & Cox Balanced Fund (DODBX) | Purchase | 05/10/2021 | $100,001 - $250,000 |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 05/10/2021 | $250,001 - $500,000 |
6 | Vanguard Equity Income Fund Investor Shares (VEIPX) | Purchase | 05/10/2021 | $100,001 - $250,000 |
7 | Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) | Purchase | 05/10/2021 | $50,001 - $100,000 |
8 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | Purchase | 05/10/2021 | $100,001 - $250,000 |
9 | Residential Rental Property in New York, New York | Purchase | 03/26/2021 | $1,000,001 - $5,000,000 |
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 |
|---|---|---|
2 | 1 | This income was earned prior to government service. |
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