Observations
- Millionaire
Estimated Net Worth
- $4.3 M - $15.4 M
Salary
- Unknown
Employment
- Started 12/18/2021
Records
Financial Disclosure Details - OGE Form 278e (07/13/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 1/2021 | |
2 | Bethesda, Maryland | Trustee | Present | |
3 | Bethesda, Maryland | Trustee | Present | |
4 | Washington, District of Columbia | Volunteer | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Linklaters LLP (law firm) | Partnership Share | $2,887,763 | |
2 | Traditional IRA | |||
2.1 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Invesco QQQ Trust Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
3 | Rollover IRA | |||
3.1 | Fidelity 500 Index Fund (FXAIX) | $500,001 - $1,000,000 | None (or less than $201) | |
3.2 | Fidelity Growth Company Fund (FDGRX) | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Fidelity Fund (FFIDX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | Fidelity Low-Priced Stock (FLPSX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Was a law firm partner, responsible for providing legal advice to firm clients. | |
2 | Sydney, Outside U.S. | Provision of legal advice. | |
3 | London, Outside U.S. | Provision of legal advice. | |
4 | Charlotte, North Carolina | Legal services for a confidential client (one individual) who is not disclosed because they are subject to a non-public investigation | |
5 | Toulose, Outside U.S. | Legal services for a confidential client (one individual) who is not disclosed because they are subject to a non-public investigation | |
6 | Sao Paolo, Outside U.S. | Provision of legal advice. | |
7 | Seoul, Outside U.S. | Served as Independent Compliance Consultant. | |
8 | Norcross, Georgia | Served as Independent Compliance Consultant. | |
9 | Amsterdam, Outside U.S. | Provision of legal advice. | |
10 | Wilton, Connecticut | Provision of legal advice. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Hobson & Company (Business Consulting) | consulting fees | ||
2 | SEP-IRA | |||
2.1 | Fidelity International Index Fund | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Invesco QQQ Trust, Series 1 (QQQ) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Fidelity Government Cash Reserves (FDRXX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Rollover IRA | |||
3.1 | Fidelity Growth Strategies Fund (FDEGX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Fidelity Europe (FIEUX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Traditional IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | Brokerage Account | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Brokerage account #2 | |||
3.1 | Fidelity Real Estate Index Fund (FSRNX) | $100,001 - $250,000 | $1,001 - $2,500 | |
3.2 | Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX) | $1,001 - $15,000 | $201 - $1,000 | |
3.3 | Fidelity 500 Index Fund (FXAIX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
3.4 | Fidelity Money Market Fund Premium Class (FZDXX) | $1,000,001 - $5,000,000 | $201 - $1,000 | |
3.5 | Fidelity ZERO International Index Fund (FZILX) | $250,001 - $500,000 | $2,501 - $5,000 | |
3.6 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PennyMac Loan Services LLC | $250,001 - $500,000 | 2020 | 360 months |
2 | Century Lending Company | $500,001 - $1,000,000 | 2010 | 360 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | This is a revocable testamentary trust. It holds no assets beyond those already reflected in this disclosure form. |
1 | 3 | This is a revocable testamentary trust. It holds no assets beyond those already reflected in this disclosure form. |
8 | 2 | This mortgage was paid off in 2020 when the house was refinanced into the mortgage listed in Item 1 above. |
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