Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $12.6 M - $38.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/18/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
Present
2
Washington, District of Columbia
Trustee
Present
3
Family Revocable Trust 2
Washington, District of Columbia
Trustee
Present
4
Family Irrevocable Life Insurance Trust 1
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Sidley Austin LLP (law firm) anticipated partnership share
$100,001 - $250,000
None (or less than $201)
2
Sidley Austin LLP (law firm) capital account
$500,001 - $1,000,000
None (or less than $201)
3
Sidley Austin LLP (law firm) Retirement Differential (cash account)
$1,000,001 - $5,000,000
Interest
$15,001 - $50,000
4
Sidley Austin LLP (law firm)
partnership share
$2,666,430
5
Sidley Austin LLP (law firm) cash balance pension plan
$100,001 - $250,000
None (or less than $201)
6
Sidley Austin LLP Retirement Plan for Partners - 401 (K)
6.1
Vanguard Target Ret Tr 2025 II
$1,001 - $15,000
None (or less than $201)
6.2
Vanguard Equity-Income Adm
$100,001 - $250,000
None (or less than $201)
6.3
State Street S&P 500 Index Non-Lending Series Cl K
$250,001 - $500,000
None (or less than $201)
6.4
Vanguard Extended Market Index InstlPlus
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
My 2023 partnership share will be calculated as of the date of my withdrawal from the firm and paid prior to assuming the duties of the position.
8/2003
2
Washington, District of Columbia
I will receive a lump sum payment of my retirement differential pursuant to the firm's partnership agreement prior to assuming the duties of the position.
8/2003
3
Washington, District of Columbia
I will receive a lump sum repayment of my capital contribution to the firm prior to assuming the duties of the position.
8/2003
4
Sidley Austin LLP Savings and Investment Plan
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2003
5
Sidley Austin LLP Retirement Plan for Partners
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2003
6
Sidley Austin LLP Cash Balance Pension Plan
Washington, District of Columbia
I will continue to participate in this cash balance pension plan. The plan sponsor will not make further contributions after my separation.
8/2003
7
WilmerHale LLP Defined Benefit Plan
Brussels Belgium, Outside U.S.
I will continue to participate in this defined benefit plan.
1/1990

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Partner
2
Canadian Solar Inc.
Walnut Creek, California
Legal services by Firm
3
Chaleur Sawmills LP
Belledune, New Brunswick Canada, Outside U.S.
Legal services by Firm
4
Enel Green Power North America Inc.
Andover, Massachusetts
Legal services by Firm
5
EuroChem Trading GmbH
Mannheim, Germany, Outside U.S.
Legal services by Firm
6
Exxon Mobil Corporation
Spring, Texas
Legal services by Firm
7
Federal Tire North America LLC
Torrance , California
Legal services by Firm
8
Flexi-Van Leasing, LLC
Scottsdale, Arizona
Legal services by Firm
9
Hindalco Industries Limited
Mumbai, India, Outside U.S.
Legal services by Firm
10
J.D. Irving, Limited
Saint John, New Brunswick, Canada, Outside U.S.
Legal services by Firm

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
George Washington University
salary
2
George Washington University 401 (A) Account
2.1
Fidelity Freedom 2025 Class K
$50,001 - $100,000
None (or less than $201)
3
George Washington University 403 (B) Account
3.1
Fidelity Blue Chip Growth Class K
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Contrafund Class K Shares (FCNKX)
$15,001 - $50,000
None (or less than $201)
3.3
Fidelity Emerging Markets Class K
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity Low-Priced Stock Class K
$1,001 - $15,000
None (or less than $201)
3.5
Fidelity Overseas Class K
$1,001 - $15,000
None (or less than $201)
3.6
Fidelity Freedom 2025 Class K
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$100,001 - $250,000
None (or less than $201)
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
CIC Bank, Paris France (cash)
$15,001 - $50,000
None (or less than $201)
4
ING Bank Brussels Belgium (cash)
$1,001 - $15,000
None (or less than $201)
5
Lincoln National Life Insur. Co,. Universal Life Policy (Long-Term Care) #1
$100,001 - $250,000
gross distribution
$2,489
6
Lincoln National Life Insur. Co,. Universal Life Policy (Long-Term Care) #2
$100,001 - $250,000
gross distribution
$2,814
7
Residential real estate, Tahoe City, CA
$1,000,001 - $5,000,000
Rent or Royalties
$100,001 - $1,000,000
8
NB Private Debt ASP Fund
$1,001 - $15,000
$1,001 - $2,500
9
BlackRock Special Credit Opportunities ASP Fund
$1,001 - $15,000
$15,001 - $50,000
10
Investment Account 1

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cenlar
$500,001 - $1,000,000
2017
15 years
2
Credit Foncier
$1,000,001 - $5,000,000
2018
20 years
3
Raymond James
$250,001 - $500,000
2019
Revolving
4
Sidley Austin Investment Partnership VIII
$100,001 - $250,000
2022
On demand
5
HarbourVest Access –Co-Investment Fund VI LLC
$100,001 - $250,000
2022
On demand
6
HarbourVest Access –Co-Investment Fund VI LLC
$100,001 - $250,000
2022
On demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3
This is a retirement pay-out, as mandated by the Firm's partnership agreement.
2
7.3
As required, I sold my holding in the Sidley Firm-Directed Portfolio, effective January 1, 2023.
2
8
This asset was sold in August 2022, as required. Income is estimated and based on 2021 K-1. 2022 K-1 available August 2023.
2
9
This asset was sold in August 2022, as required. Income is estimated and based on 2021 K-1. 2022 K-1 available August 2023.
2
10
Income is estimated and based on 2021 K-1. 2022 K-1 available August 2023.
2
11
Income is estimated and based on 2021 K-1. 2022 K-1 available August 2023.
6
8
Estimate based on 2021 income amount.
6
9
Estimate based on 2021 income amount.
6
10.3
Sold.
6
10.5
Sold.

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