Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $2.5 M - $6.3 M
Salary
- Unknown
Employment
- Started 08/09/2021
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 8/2021 | |
2 | Millersville, Maryland | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Harris, Wiltshire & Grannis LLP, cash balance pension plan | $50,001 - $100,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | VANGUARD EUROPEAN STOCK INDEX (VEUSX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Midcap Index (VIMAX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Intl. Growth (VWIGX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard US Growth (VWUSX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Traditional IRA | |||
3.1 | Vanguard European Stock Index (VEUSX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Midcap Index (VIMAX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard US Growth (VWUSX) | $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 | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2007 | |
2 | 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. | 1/2017 | |
3 | Washington, District of Columbia | Pursuant to the partnership agreement, following my withdrawal from the firm, I received a lump-sum payment of my capital account. This payment was calculated as of the date of my withdrawal. | 1/2017 | |
4 | Washington, District of Columbia | Following my resignation, I received a lump-sum payout of my cash balance pension in January 2022. The firm did not make further contributions after my separation. | 9/2019 | |
5 | Washington, District of Columbia | Pursuant to the partnership agreement, following my withdrawal from the firm, I received my final partnership share distribution on or around the first day of the month following my departure. The total amount of the payment was calculated based solely on the firm's earning through the date of my withdrawal from the partnership. | 1/2017 |
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 | The Urban Institute | salary, bonus | ||
2 | Roth IRA | |||
2.1 | Artisan International (ARTIX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Third Avenue Value Institutional (TAVFX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Traditional IRA | |||
3.1 | Artisan International | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Third Avenue Value Institutional (TAVFX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard 500 Index (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Brennan Center for Justice 401(k) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Personal loan to Solid State Books, LLC | $1,001 - $15,000 | None (or less than $201) | |
3 | DC College Savings 529 | |||
3.1 | Non-US Total Stock Market Index | $50,001 - $100,000 | None (or less than $201) | |
4 | Spouse Investment Account | |||
4.1 | Templeton Foreign Fund Class A Shares (TEMFX) | $100,001 - $250,000 | $5,001 - $15,000 | |
5 | Spouse Brokerage Account | |||
5.1 | U.S. brokerage (cash) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Norfolk Southern Corp. (NSC) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
5.3 | Pfizer Inc. (PFE) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T Rowe Price Extended Equity Market Index Fund (PEXMX) | Purchase | 12/14/2021 | $1,001 - $15,000 |
2 | FAM Value Fund Institutional Class Shares (FAMWX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
3 | Dodge & Cox Balanced Fund (DODBX) | Purchase | 12/22/2021 | $1,001 - $15,000 |
4 | Janus Henderson Forty Fund Class I Shares (JCAPX) | Purchase | 12/21/2021 | $1,001 - $15,000 |
5 | Janus Henderson Research Fund Class I Shares (JRAIX) | Purchase | 12/21/2021 | $1,001 - $15,000 |
6 | Tweedy, BrowneGlobal Value Fund (TBGVX) | Purchase | 12/13/2021 | $1,001 - $15,000 |
7 | Tweedy, BrowneGlobal Value Fund (TBGVX) | Purchase | 12/13/2021 | $1,001 - $15,000 |
8 | iShares MSCIEmerging Markets ETF (EEM) | Sale | 07/27/2021 | $1,001 - $15,000 |
9 | Vanguard Value Index Fund ETF Shares (VTV) | Purchase | 03/16/2021 | $15,001 - $50,000 |
10 | Invesco S&P 500 Equal Weight ETF (RSP) | Purchase | 03/12/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citizens Bank | $1,000,001 - $5,000,000 | 2016 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 7.5 | Per filer, inadvertently omitted from nominee report. |
6 | 7.6 | Per filer, inadvertently omitted from nominee report. |
6 | 7.7 | Per filer, inadvertently omitted from nominee report. |
Do you have information about Samuel T. Walsh that is missing from this database?
Drop us a line at [email protected].