Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.6 M
Salary
- Unknown
Employment
- Started 05/01/2022
Records
Financial Disclosure Details - OGE Form 278e (08/17/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Consultant | Present | |
2 | Washington, District of Columbia | Partner | 7/2021 | |
3 | Bethesda, Maryland | Trustee | Present | |
4 | Bethesda, Maryland | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Morgan, Lewis & Bockius, LLP (Law firm) | |||
1.1 | Law firm partner income | Income + preferred distributions + bonus | $734,498 | |
1.2 | Tax receivable, held by law firm for payment of my share of 2021composite taxes | $15,001 - $50,000 | None (or less than $201) | |
2 | Traditional IRA | |||
2.1 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Traditional IRA Brokerage | |||
3.1 | U.S. investment account (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | Morgan Lewis Defined Contribution Plan | |||
4.1 | Vanguard Target Retirement 2030 Trust 1 | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | I will continue to participate in my Morgan Lewis defined contribution plans but the firm no longer makes contributions. | 10/2018 | |
2 | Washington, District of Columbia | I will continue to participate in my Morgan Lewis defined contribution plans but the firm no longer makes contributions. | 10/2018 | |
3 | Washington, District of Columbia | I may continue my coverage in a Met-Life life insurance plan through the firm. If I do so, I will be responsible for the premiums. | 10/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Chicago, Illinois | Legal representation | |
2 | Seattle, Washington | Legal counsel | |
3 | Rosemead, California | Legal counsel | |
4 | Santa Clarita, California | Legal counsel | |
5 | Chicago, Illinois | Legal counsel | |
6 | Ridgefield Park, New Jersey | Legal counsel | |
7 | Washington, District of Columbia | Legal counsel | |
8 | Bethlehem, Pennsylvania | Legal Counsel | |
9 | Beverley Hills, California | Legal counsel | |
10 | Wilmington, Delaware | Legal counsel |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank #1 (cash) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | U.S. Bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Maryland College Savings Plan #1 | cash payments | $917 | |
4.1 | Balanced Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Global Equity Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | 4 Year Florida University Plan #1 | $15,001 - $50,000 | None (or less than $201) | |
6 | Residential Rental property, St. Augustine FL | None (or less than $1,001) | Capital Gains Rent or Royalties | $100,001 - $1,000,000 |
7 | Maryland College Savings Plan #3 | |||
7.1 | Global Equity Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $100,001 - $250,000 | 2005 | 20 years |
2 | Citi Mortgage | $250,001 - $500,000 | 2020 | 30 years |
3 | PNC | $100,001 - $250,000 | 2018 | 5 year maturity date |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1.2 | Receivable liquidated subsequent to 8/17. |
8 | 1 | I sold this property in 2020 and paid off the mortgage, |
8 | 3 | This loan was paid off in July 2021. |
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