Observations
- Millionaire
Estimated Net Worth
- $4.8 M - $14.0 M
Salary
- Unknown
Employment
- Started 07/14/2022
Records
Financial Disclosure Details - OGE Form 278e (12/14/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner (previously Counsel) | 7/2020 | |
2 | Washington, District of Columbia | Director of Vetting | 1/2021 | |
3 | Washington, District of Columbia | Protector | Present | |
4 | Washington, District of Columbia | Trustee | Present | |
5 | Washington, District of Columbia | Trustee | Present | |
6 | P.C. Irrevocable Trust (Family Trust) | New York, New York | Trustee | Present |
7 | New York, New York | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | SPDR S&P MidCAP 400 ETF Trust | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Blackrock Global Allocation I | $15,001 - $50,000 | None (or less than $201) | |
1.3 | U.S. sweep account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | PT Fund, Inc. (Presidential Transition) | Salary | $70,835 | |
3 | Sidley Austin LLP | Partnership Share | $411,943 | |
4 | Sidley Austin 401(k) Savings and Investment Plan | |||
4.1 | State Street S&P 500 Index Non-Lending Series CL K | $50,001 - $100,000 | None (or less than $201) | |
4.2 | Vanguard Developed Markets Index Instl | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Vanguard Emerging Markets Stock Index Instl | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Savings and Investment Plan: I will continue to participate in the Savings and Investment Plan, a defined contribution plan. The plan sponsor has not made any further contributions after my separation. The firm has informed me that, if I were to return to Sidley Austin within five years of departure, after completing one year of service with the firm, my previously forfeited interests in the Mandatory Savings and Investment Plan would be restored to my account. | 10/2017 | |
2 | Washington, District of Columbia | Retirement Plan for Partners: I forfeited my interests in this plan upon separation from the firm. The firm has informed me that, if I were to return to Sidley Austin within five years of departure, after completing one year of service with the firm, my previously forfeited interests in the plan would be restored to my account. | 1/2020 | |
3 | Washington, District of Columbia | Cash Balance Plan: I forfeited my interests in this plan upon separation from the firm. The firm has informed me that, if I were to return to Sidley Austin within five years of departure, my previously forfeited interests in the plan would be restored and I would be eligible to receive any interest credits I would have been entitled to had I not withdrawn from the firm. | 1/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Partner | |
2 | Secaucus, New Jersey | Legal services | |
3 | Deerfield, Illinois | Legal services | |
4 | Evercore Partners | New York, New York | Legal services |
5 | DaVita, Inc. | Denver, Colorado | Legal services |
6 | Metropolitan Life Insurance Co. | New York, New York | Legal services |
7 | Dallas, Texas | Legal services | |
8 | U.S. Chamber Institute for Legal Reform | Washington, District of Columbia | Legal services |
9 | Cigna Corp. | Bloomfield, Connecticut | Legal services |
10 | HMS Holdings Corp. | Irving, Texas | Legal services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Quinn Emanuel Urquhart & Sullivan LLP (law firm) | Partnership Share | ||
2 | Roth IRA | |||
2.1 | Vanguard Total Stock Market ETF | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Dividend Appreciation ETF | $1,001 - $15,000 | None (or less than $201) | |
3 | Quinn Emanuel Urquhart & Sullivan LLP (401K) | |||
3.1 | iShares S&P Index 500 Fund | $250,001 - $500,000 | None (or less than $201) | |
3.2 | iShares MSCI EAFE International Index Fund | $100,001 - $250,000 | None (or less than $201) | |
4 | Quinn Emanuel Urquhart & Sullivan LLP, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwest Mutual, whole life insurance policy | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. Checking Account #1 | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Brokerage Account #1 | |||
3.1 | Vanguard Total Stock Market ETF | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
3.2 | Vanguard FTSE Developed Market ETF | $250,001 - $500,000 | $5,001 - $15,000 | |
3.3 | Vanguard Dividend Appreciation ETF | $250,001 - $500,000 | $5,001 - $15,000 | |
3.4 | Vanguard Total Bond Market ETF | None (or less than $1,001) | $5,001 - $15,000 | |
3.5 | Vanguard Total International Bond ETF | None (or less than $1,001) | $201 - $1,000 | |
3.6 | Vanguard FTSE Emerging Markets ETF | $250,001 - $500,000 | $15,001 - $50,000 | |
3.7 | Vanguard Real Estate ETF | $100,001 - $250,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | J.P. Morgan Chase | $500,001 - $1,000,000 | 2021 | 15 years |
2 | J.P. Morgan Chase | $1,000,001 - $5,000,000 | 2021 | 30 years |
3 | SunTrust | $500,001 - $1,000,000 | 2015 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | Uncompensated position. |
1 | 4 | Uncompensated position. |
1 | 5 | Uncompensated position. |
1 | 6 | Uncompensated position. |
1 | 7 | Uncompensated position. |
6 | 10.5 | The trust no longer holds this asset. |
8 | 3 | Paid off through refinancing |
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