1

Ann Arbor, Michigan

Professor of Law

Present

2

Lansing, Michigan

Commissioner and Chair

1/2021

3

Ann Arbor, Michigan

Commissioner

1/2021

4

Ann Arbor, Michigan

Board Member

1/2021

5

Ann Arbor, Michigan

Board Member

1/2021

6

Detroit, Michigan

Cooperating Attorney

1/2021

1

University of Michigan

Salary

$15,622

2

Michigan Employment Relations Commission

Salary

$4,827

3

University of Michigan 401(a) Basic Retirement Plan

3.1

Fidelity Total Market Index Fund

$500,001 - $1,000,000

None (or less than $201)

3.2

Fidelity International Index

$100,001 - $250,000

None (or less than $201)

3.3

Fidelity US Bond Index

$15,001 - $50,000

None (or less than $201)

4

Roth IRA

4.1

Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)

$50,001 - $100,000

None (or less than $201)

5

University of Michigan 403(b) Basic Retirement Plan

5.1

Fidelity Total Market Index Fund

$100,001 - $250,000

None (or less than $201)

1

Ann Arbor, Michigan

I began an unpaid leave of absence from my faculty position when I assumed my position at the Office of Management & Budget, and I will continue that leave in the position for which I have been nominated. The leave lasts for one year, subject to renewal by the University's Regents.

1/2021

2

Ann Arbor, Michigan

I will continue to participate in the 401(a) Basic Retirement Plan. The University will not make contributions during my leave.

7/2009

3

Ann Arbor, Michigan

I will continue to participate in the 403(b) Basic Retirement Plan. The University will not make contributions during my leave.

7/2009

4

Ann Arbor, Michigan

I will continue to participate in the 403(b) Supplemental Plan (Supplemental Retirement Account). The University will not make contributions during my leave.

7/2009

5

Ann Arbor, Michigan

I will continue to participate in the 457(b) Deferred Compensation Plan. The University will not make contributions during my leave.

7/2009

6

St. Louis, Missouri

I will continue to participate in the Washington University Retirement Savings Plan, but the plan sponsor no longer makes contributions.

7/2004

7

Cambridge, Massachusetts

I will continue to participate in the Retirement Income Plan for Teaching Faculty of Harvard University, but the plan sponsor no longer makes contributions.

7/2000

8

Cambridge, Massachusetts

I will continue to participate in the Harvard University Tax-Deferred Annuity Plan, but the plan sponsor no longer makes contributions.

7/2000

9

Ann Arbor, Michigan

My solo legal practice will remain dormant during my appointment. As of July 16, 2021, I renounced the fee interests I had previously acquired in two contingency fee cases.

7/2011

1

University of Michigan

Salary

2

Commonwealth of Kentucky

Consulting Fees

3

Roth IRA

3.1

Vanguard Total Stock Market Admiral

$50,001 - $100,000

None (or less than $201)

4

University of Michigan 457(b) Deferred Compensation Plan

4.1

Fidelity Total Market Index Fund

$100,001 - $250,000

None (or less than $201)

4.2

Fidelity International Index

$50,001 - $100,000

None (or less than $201)

4.3

Fidelity US Bond Index

$1,001 - $15,000

None (or less than $201)

5

University of Michigan 403(b) Supplemental Plan (Supplemental Retirement Account)

5.1

Fidelity Extended Market Index

$15,001 - $50,000

None (or less than $201)

1

U.S. Brokerage Account #1

1.1

Fidelity ZERO Total Market Index Fund (FZROX)

$15,001 - $50,000

$201 - $1,000

2

U.S. Brokerage cash account

$1,001 - $15,000

None (or less than $201)

3

U.Fund College Investing Plan #1 (Massachusetts 529 college savings plan)

3.1

MA College Portfolio (Fidelity Funds)

None (or less than $1,001)

None (or less than $201)

4

U.S. Brokerage Account #2

4.1

Vanguard Cash Reserves Federal Money Market Fund - Admiral Shares (VMRXX)

$1,001 - $15,000

None (or less than $201)

4.2

Vanguard Total International Stock Index Fund - Admiral Shares (VTIAX)

$15,001 - $50,000

$15,001 - $50,000

4.3

Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)

$100,001 - $250,000

$100,001 - $1,000,000

5

MOST—Missouri's 529 Education Plan #1

Cash Payment

$13,769

1

Fidelity ZERO Total Market Index Fund (FZROX)

Purchase

01/08/2021

$1,001 - $15,000

2

Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)

Sale

03/04/2021

$100,001 - $250,000

3

Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)

Sale

03/04/2021

$15,001 - $50,000

4

Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)

Sale

02/19/2021

$1,001 - $15,000

5

Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)

Sale

02/19/2021

$15,001 - $50,000

6

Vanguard Conservative Income Portfolio

Sale

07/06/2021

$1,001 - $15,000

7

Vanguard Conservative Portfolio

Sale

07/06/2021

$15,001 - $50,000

8

TIAA Principal Plus Interest Option

Sale

07/12/2021

$15,001 - $50,000

9

TIAA Principal Plus Interest Option

Sale

12/06/2021

$15,001 - $50,000

1

TRUE Community Credit Union

$15,001 - $50,000

2021

10 years

2

J.P. Morgan Chase Bank, N.A.

$100,001 - $250,000

2012

15 years

3

Pentagon Federal Credit Union

$15,001 - $50,000

2020

7 years

4

Mr. Cooper

$500,001 - $1,000,000

2021

30 years

1

1

On leave for one year, subject to renewal by the Regents, pursuant to University leave policy.

1

2

The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.

1

6

Pro bono.

2

2

The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.

7

1

Purchase in child's Roth IRA.

7

6

In daughter's Missouri 529

7

7

In daughter's New York 529

7

8

In son's Michigan 529

7

9

In daughter's Michigan 529

8

3

At the end of the reporting period, this was fully paid off.