Observations
- Millionaire
Estimated Net Worth
- $3.3 M - $9.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (02/13/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Munger, Tolles & Olson LLP | San Francisco, California | Partner | 1/2024 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Vanguard Long-Term Bond Index Fund (VBLAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Munger, Tolles & Olson LLP, defined contribution plan: | |||
2.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Swedish Hospital, defined contribution plan: | |||
3.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Munger, Tolles & Olson LLP, cash balance pension plan | $100,001 - $250,000 | None (or less than $201) | |
5 | Munger, Tolles & Olson LLP, defined contribution plan: | |||
5.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $100,001 - $250,000 | None (or less than $201) | |
6 | Munger, Tolles & Olson LLP (law firm) | partnership share | $2,311,502 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Munger, Tolles & Olson LLP | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2011 |
2 | Munger, Tolles & Olson LLP | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2011 |
3 | Swedish Hospital | Seattle, Washington | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2002 |
4 | Munger, Tolles & Olson LLP | San Francisco, California | I will continue to participate in this cash balace pension plan. The plan sponsor will not make further contributions after my separation. | 1/2017 |
5 | Munger, Tolles & Olson LLP | San Francisco, California | Pursuant to the partnership agreement, I received a lump-sum payment of my capital account. | 1/2015 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Munger, Tolles & Olson LLP | San Francisco, California | I am a partner in the firm as a practicing attorney. |
2 | Berkshire Hathaway | Omaha , Nebraska | Legal representation. |
3 | Abbvie | North Chicago, Illinois | Legal representation |
4 | Southern California Edison | Rosemead, California | Legal representation |
5 | Intel Corporation | Santa Clara, California | Legal representation |
6 | James Campbell Company | Kapolei, Hawaii | Legal representation |
7 | Costco Wholesale | Issaquah, Washington | Legal representation |
8 | Genentech | South San Francisco , California | Legal representation |
9 | MGM Resorts International | Las Vegas, Nevada | Legal representation |
10 | Mountain View, California | Legal representation |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.3 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.4 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Brokerage Account #2 | |||
2.1 | Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | UTMA #1 | |||
3.1 | Vanguard Long-Term Bond Index Fund Admiral Class Shares (VBLAX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | UTMA #2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | AES Student Loan | $15,001 - $50,000 | 2006 | 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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