Estimated Net Worth
- $582 K - $1.4 M
Salary
- Unknown
Employment
- Started 12/16/2021
Records
Financial Disclosure Details - OGE Form 278e (06/17/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Picard, Kentz & Rowe LLP (law firm) | Salary/Bonus | $981,032 | |
2 | IRA #1 | |||
2.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | Selected American Shares, Inc Class S Shares (SLASX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Picard, Kentz and Rowe LLP, 401(k) retirement plan | |||
4.1 | T. Rowe Price Retirement 2045 Fund (TRRKX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in the firm’s 401(k) plan. The plan sponsor will not make further contributions after my separation, other than one final contribution in 2022. Pursuant to the terms of the firm’s 401(k) plan and ERISA rules, the contribution will be a fixed amount based on a percentage allocation of the income I receive from the law firm through the date of my termination. | 6/2016 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Partner at this Firm. | |
2 | Washington, District of Columbia | Legal services as an attorney at Picard, Kentz & Rowe LLP. | |
3 | Washington, District of Columbia | Legal services as an attorney at Picard, Kentz & Rowe LLP. | |
4 | Pottstown, Pennsylvania | Legal services as an attorney at Picard, Kentz & Rowe LLP. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Knot Worldwide | Salary/Bonus. | ||
2 | The Knot Worldwide 401(k) retirement plan | |||
2.1 | Principal FlexPATH Index+ Moderate 2045 | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account #1 (checking) | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Bank Account #2 (savings) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. Bank Account #3 (money market) | $100,001 - $250,000 | Interest | $201 - $1,000 |
5 | DC 529 College Savings Plan | |||
5.1 | DC College Savings 2028 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
5.2 | DC College Savings 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JPMorgan Chase & Co. | $250,001 - $500,000 | 2020 | 15 years |
2 | JPMorgan Chase & Co. | $500,001 - $1,000,000 | 2014 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | The Knot Worldwide is one of the nation’s leading wedding marketplaces. The company's collection of websites help engaged couples search, compare, and book local wedding professionals, and provide the tools couples need to efficiently plan their wedding day. |
8 | 2 | Previous mortgage, which was refinanced in 2020. |
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