Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.5 M
Salary
- Unknown
Employment
- Started 10/04/2021
Financial Disclosure Details - OGE Form 278e (05/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 10/2021 | |
2 | Washington, District of Columbia | DHS Agency Review Team (Volunteer) | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Sheppard Mullin Richter & Hampton LLP (law firm) | Salary and partnership income | $593,795 | |
1.1 | Sheppard Mullin Richter & Hampton LLP Cash Balance Pension plan | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Sheppard Mullin Richter & Hampton LLP 401(k) plan: | |||
1.2.1 | T. Rowe Price Retirement 2035 (TRRJX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Traditional IRA | |||
2.1 | Vanguard LifeStrategy Growth Fund (VASGX) | $15,001 - $50,000 | None (or less than $201) | |
3 | SEP IRA | |||
3.1 | Vanguard Target Retirement 2030 Fund (VTHRX) | $500,001 - $1,000,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | Vanguard LifeStrategy Growth Fund (VASGX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | At the time that I separated from the firm I received the firm’s contributions to my defined contribution plan for the period of 2021 through the date of my separation. I received a cash payment representing the firm's contribution to this plan within 3 weeks of my separation from the firm. Additionally, I continued to participate in this defined contribution plan. The plan sponsor has not and will not make any further contributions to this plan after my separation. | 1/2017 | |
2 | Washington, District of Columbia | Following my separation, I received a lump-sum distribution of my Sheppard Mullin Richter & Hampton LLP, Cash Balance Pension plan. The firm has not and will not make further contributions after my separation. | 9/2016 |
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 | American University | salary | ||
2 | Lillian & Albert Small Capital Jewish Museum | consulting fees | ||
3 | Roth IRA | |||
3.1 | Vanguard LifeStrategy Moderate Growth Fund (VSMGX) | $1,001 - $15,000 | None (or less than $201) | |
4 | SEP IRA | |||
4.1 | Vanguard Target Retirement 2035 Fund (VTTHX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Traditional IRA | |||
5.1 | Vanguard LifeStrategy Moderate Growth Fund (VSMGX) | $15,001 - $50,000 | None (or less than $201) | |
6 | The George Washington University 401(a) plan: | |||
6.1 | Fidelity Freedom 2030 K (FSNQX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC 1 529 - Maryland College Investment Plan | |||
1.1 | Portfolio for Education Today | $50,001 - $100,000 | None (or less than $201) | |
2 | Brokerage Account 1: | |||
2.1 | Vanguard 500 Index Fund (VFIAX) | $50,001 - $100,000 | $201 - $1,000 | |
2.2 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | DC 1 - UGMA | |||
3.1 | Apple (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Magnite (MGNI) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard LifeStrategy Moderate Growth Fund (VSMGX) | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AT&T | Sale | 12/31/2021 | $1,001 - $15,000 |
2 | Chevron Corp. (CVX) | Sale | 12/31/2021 | $15,001 - $50,000 |
3 | Exxon Mobil Corp. (XOM) | Sale | 12/31/2021 | $1,001 - $15,000 |
4 | Verizon Communications, Inc. (VZ) | Sale | 12/31/2021 | $1,001 - $15,000 |
5 | Verizon Communications, Inc. (VZ) | Sale | 12/29/2021 | $1,001 - $15,000 |
6 | MD ST CDA DPT | Sale | 07/01/2021 | $1,001 - $15,000 |
7 | Montgomery Co MD HOC SFH | Sale | 01/04/2021 | $15,001 - $50,000 |
8 | AT&T | Sale | 12/29/2021 | $15,001 - $50,000 |
9 | Comcast Corp. (CMCSA) | Sale | 12/29/2021 | $15,001 - $50,000 |
10 | International Business Machines Corp. (IBM) | Sale | 12/29/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Caliber Home Loans | $250,001 - $500,000 | 2013 | 30 years |
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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