Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $4.3 M
Salary
- $140 K
Employment
- Started 01/29/2024
Records
Financial Disclosure Details - OGE Form 278e (04/19/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Washington, District of Columbia | Director of Civil Rights Clinic & Adjunct Professor (Unpaid) | 1/2024 | |
2 | Washington, District of Columbia | Adjunct Professor (Unpaid) | 1/2024 | |
3 | ABA Litigation Journal | Washington, District of Columbia | Associate Editor (Unpaid) | 2/2024 |
4 | Kaplan Hecker & Fink LLP | Washington, District of Columbia | Partner | 1/2024 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Kaplan Hecker & Fink LLP (law firm) | Partnership Share/Income | $596,693 | |
2 | Akin Gump Strauss Hauer & Feld LLP, 401k plan | |||
2.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Dodge & Cox Income X (DOXIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Diversified Multi-Asset Moderate Fund | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity Small/Mid Cap Core | $1,001 - $15,000 | None (or less than $201) | |
2.5 | State Street S&P 500 Index Non-Lending Series Fund Class N | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Russell 2000 Index Fund Institutional Shares (VRTIX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Kaplan Hecker & Fink LLP, 401k/401a plan | None (or less than $201) | ||
3.1 | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Akin Gump Strauss Hauer & Feld LLP | Washington, District of Columbia | Akin Gump 401k: I will continue to participate in this 401k defined contribution plan, but the plan sponsor no longer makes contributions. | 10/2016 |
2 | Kaplan Hecker & Fink LLP | Washington, District of Columbia | Kaplan Hecker & Fink 401k/401a: I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 6/2021 |
3 | Kaplan Hecker & Fink LLP | Washington, District of Columbia | Kaplan Hecker & Fink Cash Balance Plan: I will continue to participate in this cash balance pension plan, and the plan sponsor will make a contribution in September 2024 for my 2023 employment at the firm. After that final contribution, the plan sponsor will not make any further contributions because I am no longer employed at the firm. | 12/2021 |
4 | Kaplan Hecker & Fink LLP | Washington, District of Columbia | Kaplan Hecker & Fink Partnership Capital Account: This partnership capital account was not funded during my tenure at the firm, and I therefore did not receive a return of capital upon departure from the firm. During my government service, I will not receive any future distributions or payments from this capital account. | 1/2022 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Kaplan Hecker & Fink LLP | Washington, District of Columbia | Partner at Law Firm |
2 | New York, New York | Legal services (client of Kaplan Hecker & Fink LLP) | |
3 | New York, New York | Legal services (client of Kaplan Hecker & Fink LLP) | |
4 | New York, New York | Legal services (client of Kaplan Hecker & Fink LLP) | |
5 | New York, New York | Legal services (client of Kaplan Hecker & Fink LLP) | |
6 | Triborough Bridge and Tunnel Authority | New York, New York | Legal services (client of Kaplan Hecker & Fink LLP) |
7 | Vesttoo Ltd. | Tel Aviv, Outside U.S. | Legal services (client of Kaplan Hecker & Fink LLP) |
8 | Vet Voice Foundation | Washington, District of Columbia | Legal services (client of Kaplan Hecker & Fink LLP) |
9 | States United Democracy Center | Washington, District of Columbia | Legal services (client of Kaplan Hecker & Fink LLP) |
10 | TransUnion LLC | Chicago, Illinois | Legal services (client of Kaplan Hecker & Fink LLP) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Sumitomo Mitsui Banking Corporation (Finance/Banking) | Salary and Bonus | ||
2 | Sumitomo Mitsui Banking Corporation Retirement Account (401k) | |||
2.1 | Vanguard Target Retirement 2050 Trust II | $250,001 - $500,000 | None (or less than $201) | |
3 | Sumitomo Mitsui Banking Corporation (Cash Balance Pension Plan) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. Bank #1 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | U.S. Bank #2 (cash) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
3 | HSA: U.S. Bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | New York Life Variable Universal Life Accumulator Plus, variable life insurance | |||
4.1 | Mainstay VP S&P 500 Index - Initial Class | $50,001 - $100,000 | None (or less than $201) | |
5 | New York Life Variable Universal Life Accumulator II, variable life insurance | |||
5.1 | MainStay VP S& 500 Index - Initial Class | $15,001 - $50,000 | None (or less than $201) | |
6 | NY Life Securities, Managed Account | |||
6.1 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | $201 - $1,000 | |
6.2 | Destinations Equity Income Fund Class I Shares (DGEFX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Central Loan Administration and Reporting (CENLAR) | $500,001 - $1,000,000 | 2020 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
1 | 2 | I taught during the Fall 2016, Spring 2019, Spring 2020, Spring 2021, and Spring 2022 semesters. I taught one class session during the Spring 2024 semester, but departed my position to begin my job at the Office of the White House Counsel. |
1 | 4 | In October 2020, I took a leave of absence from Kaplan Hecker & Fink LLP to serve as special counsel to the Senate Judiciary Committee on the staff of Senator Amy Klobuchar. Between April 2020 and December 2021 (when I was elected a partner), my title was Counsel. |
2 | 1 | The income amount listed on this form is an estimated amount supplied by the firm. |
2 | 4 | The plan sponsor will make a final contribution to this cash balance plan in September 2024 for my 2023 employment at the firm. |
4 | 5 | (Legal representation included MTA subsidiaries and affiliates) |
4 | 22 | At the time of the representation, Catherine McKoy was a resident of California, Markus Frazier was a resident of Maryland, Lynn Chadwick was a resident of Pennsylvania, and Millard Williams was a resident of California. |
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