Estimated Net Worth
- $303 K - $774 K
Salary
- Unknown
Employment
- Started 02/02/2021
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Notre Dame, Indiana | Faculty Fellow | 2/2021 | |
2 | South Bend, Indiana | Managing Member | Present | |
3 | Washington, District of Columbia | Advisory Board Member | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | McKinsey & Company Defined Contribution Retirement Plan | |||
1.1 | Special Situations Enhanced - Liquidity USD | None (or less than $1,001) | $1,001 - $2,500 | |
1.2 | Passive U.S. Equities | None (or less than $1,001) | $5,001 - $15,000 | |
1.3 | Passive Non-US Equities | None (or less than $1,001) | $1,001 - $2,500 | |
2 | SEP IRA #1 | |||
2.1 | Cash - Sweep Account; U.S. brokerage (cash) | None (or less than $1,001) | $50,001 - $100,000 | |
3 | Liveright Publishing Corp., division of W.W. Norton and Co. Print edition book "Shortest Way Home" (value not readily ascertainable) | Rent or Royalties | $15,001 - $50,000 | |
4 | Bookie Publishing, Korean Foreign Rights, "Shortest Way Home" (value not readily ascertainable) | None (or less than $201) | ||
5 | John Murray Press, U.K. Print edition book, "Shortest Way Home" (value not readily ascertainable) | None (or less than $201) | ||
6 | PB Projects, Inc. |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I continued to participate in the McKinsey & Company Defined Contribution Fund. Neither McKinsey & Company, nor I, have contributed to the plan since I left McKinsey in 2010, and neither McKinsey & Company, nor I, will make any further contributions to the plan. | 8/2007 |
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 | "I Have Something to Tell You," Atria Books (an imprint of Simon & Schuster, Inc.) (value not readily ascertainable) | None (or less than $201) | ||
2 | "I Have Something to Tell You," Young Adult Version, Simon & Schuster, Inc. (value not readily ascertainable) | Advance | ||
3 | "I Have Something to Tell You," Young Adult Version, Simon & Schuster, Inc. (Anticipated Advance Payment) | $15,001 - $50,000 | Advance | |
4 | WB Studio Enterprises, Inc., The Ellen DeGeneres Show - 10/21/2020 | Honorarium | $362 | |
5 | "I Have Something to Tell You," Simon & Schuster, Inc. Audio (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | USAA Growth Fund (USAAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | USAA Immediate Term Bond (USIBX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Invesco Exchange Traded Fund S&P 500 Equal Weight (RSP) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | USAA Aggressive Growth (USAUX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | USAA Cornerstone Conservative (USCCX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | U.S. brokerage account (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | U.S. bank #1 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
3 | U.S. credit union #1 (cash) | $250,001 - $500,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Residential Real Estate - South Bend, Indiana | Sale | 03/04/2021 | $250,001 - $500,000 |
2 | Special Situations Enhanced - Liquidity USD | Sale | 04/23/2021 | $15,001 - $50,000 |
3 | Special Situations Enhanced - Liquidity USD | Sale | 11/24/2021 | $1,001 - $15,000 |
4 | Passive U.S. Equities | Sale | 04/23/2021 | $15,001 - $50,000 |
5 | Passive U.S. Equities | Sale | 11/24/2021 | $15,001 - $50,000 |
6 | Passive Non-US Equities | Sale | 04/23/2021 | $1,001 - $15,000 |
7 | Passive Non-US Equities | Sale | 11/24/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Stafford loans serviced by Great Lakes Higher Education Corp. (the loans in lines 2-14 aggregate to more than the reporting threshold, but balances of the individual loans are below the reporting threshold) (Spouse) | $100,001 - $250,000 | ||
2 | Stafford loan (Great Lakes Higher Education Corp) | 2010 | Up to 25 years under an income-based repayment plan | |
3 | Stafford load (Great Lakes Higher Education Corp.) | 2010 | Up to 25 years under an income-based repayment plan | |
4 | Stafford loan (Great Lakes Higher Education Corp.) | 2010 | Up to 25 years under an income-based repayment plan | |
5 | Stafford Loan (Great Lakes Higher Education Corp.) | 2010 | Up to 25 years under an income-based repayment plan | |
6 | Stafford loan (Great Lakes Higher Education Corp.) | 2010 | Up to 25 years under an income-based repayment plan | |
7 | Stafford loan (Great Lakes Higher Education Corp.) | 2010 | Up to 25 years under an income-based repayment plan | |
8 | Stafford loan (Great Lakes Higher Education Corp) | 2010 | Up to 25 years under an income-based repayment plan | |
9 | Stafford loan (Great Lakes Higher Education Corp.) | 2011 | Up to 25 years under an income-based repayment plan | |
10 | Stafford loan (Great Lakes Higher Education Corp.) | 2011 | Up to 25 years under an income-based repayment plan |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Matthew Rogers | San Francisco, California | Gift card (baby gift) | 596 |
2 | Jordan Roth | New York, New York | Two theater tickets | 1750 |
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | All work concluded in 2020 |
2 | 6.2 | future right to a share of net profits after minimum guarantee amount is met |
5 | 4 | Income received in 2021 |
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