Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.5 M
Salary
- Unknown
Employment
- 06/17/2021 - 10/01/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 6/2021 | |
2 | Durango, Colorado | Trustee | 6/2021 | |
3 | New York, New York | Non-resident fellow | 12/2020 | |
4 | Rockville, Maryland | Volunteer coach | 11/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Latham & Watkins, LLP (law firm) | Partnership Share | $1,584,453 | |
2 | Latham & Watkins, LLP capital account | None (or less than $1,001) | $100,001 - $1,000,000 | |
3 | Latham & Watkins LLP, cash balance pension plan | None (or less than $1,001) | None (or less than $201) | |
4 | Latham & Watkins LLP | |||
4.1 | DFA Emerging Markets I | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Vanguard Developed Markets index Instl | $50,001 - $100,000 | None (or less than $201) | |
4.3 | Vanguard Selected Value Inv | $50,001 - $100,000 | None (or less than $201) | |
4.4 | Vanguard Total Stock Market Instl Pls | $100,001 - $250,000 | None (or less than $201) | |
5 | Rollover IRA | |||
5.1 | iShares Edge MSCI Intl Momentum Factor ETF (IMTM) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I received a final pro rata partnership share based on the estimated value of my partnership interests for services I performed in 2021 through the date of my withdrawal. This payment was based solely on the firm’s estimated earnings through the date of my withdrawal from the partnership. | 1/2017 | |
2 | Washington, District of Columbia | Following my withdrawal from the firm, I received a lump-sum payment of my capital account less the estimate for any tax payments/tax reconciliation that may be owed. This payment was calculated as of the date of my withdrawal. | 1/2017 | |
3 | Washington, District of Columbia | Following my withdrawal from the firm, I received a lump-sum payment of my cash balance plan. | 1/2017 | |
4 | Washington, District of Columbia | Latham & Watkins, LLP NY, NY 401(k) retirement plan. I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 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 | CB IRA | |||
1.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank account #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | Investment Account | |||
3.1 | iShares Core S&P Mid-Cap ETF (IJH) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | ||
3.3 | Vanguard FTSE Developed Mkts ETF IV (VEA) | $100,001 - $250,000 | None (or less than $201) | |
3.4 | Vanguard FTSE Emerging Mark ETF IV (VWO) | $50,001 - $100,000 | None (or less than $201) | |
3.5 | Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | Vanguard S&P 500 ETF (VOO) | $250,001 - $500,000 | None (or less than $201) | |
3.7 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Edge MSCI Intl Momentum Factor ETF (IMTM) | Purchase | 11/22/2021 | $15,001 - $50,000 |
2 | DFA International Value Portfolio Institutional Class Shares (DFIVX) | Purchase | 11/22/2021 | $15,001 - $50,000 |
3 | iShares Core S&P Mid-Cap ETF (IJH) | Sale | 11/22/2021 | $15,001 - $50,000 |
4 | Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA) | Sale | 11/22/2021 | $50,001 - $100,000 |
5 | Vanguard FTSE Emerging Markets Stock Index Fund ETF Shares (VWO) | Sale | 11/22/2021 | $15,001 - $50,000 |
6 | DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGBX) | Sale | 11/22/2021 | $15,001 - $50,000 |
7 | DFA International Small Cap Value Portfolio Institutional Class Shares (DISVX) | Sale | 11/22/2021 | $15,001 - $50,000 |
8 | iShares Core S&P Mid-Cap ETF (IJH) | Purchase | 11/22/2021 | $50,001 - $100,000 |
9 | iShares Core S&P Small-Cap ETF (IJR) | Purchase | 11/22/2021 | $15,001 - $50,000 |
10 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Purchase | 11/22/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citi | $500,001 - $1,000,000 | 2020 | 30 years |
2 | Citi | $1,000,001 - $5,000,000 | 2017 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | As described in my Ethics Agreement, I received a lump sum refund from this capital account following my withdrawal from the partnership of Latham & Watkins, LLP. |
2 | 3 | As described in my Ethics Agreement, I received a lump sum payment of this cash balance plan before I assumed the duties of Deputy Secretary. |
8 | 2 | Please note that this home equity line of credit was paid in full and that the account with closed in January 2021. |
Do you have information about Tommy Beaudreau that is missing from this database?
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