Observations
- Millionaire
Estimated Net Worth
- $6.7 M - $26.5 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (06/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Center for Democracy & Technology (uncompensated) | Washington, District of Columbia | Board Member | Present |
2 | Washington, District of Columbia | Partner | Present | |
3 | MLex (uncompensated) | San Francisco, California | Advisory Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Boies Schiller Flexner 401k | |||
1.1 | - Fidelity Freedom 2055 | $100,001 - $250,000 | None (or less than $201) | |
2 | Traditional IRA Account | |||
2.1 | Vanguard Growth Index Fund Admiral Shares | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Vanguard Total Stock Market Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Vanguard Treasury Money Market Fund Investor Shares (VUSXX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Roth IRA Account | |||
3.1 | Vanguard U.S. Growth Fund Admiral Shares | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Treasury Money Market Fund Investor Shares (VUSXX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | As a partner in the law firm, I will continue to participate in the firm's life insurance, disability insurance, capital contribution, defined benefit, and 401k and profit sharing plans. I will also continue to have an office at the firm and to receive administrative and personnel support from the firm. Lastly, I anticipate receiving an annual bonus in January of every year that I continue in the partnership. | 1/2019 | |
2 | Washington, District of Columbia | I will continue to participate in the firm’s 401K plan, but the firm does not make any additional contributions to my account. | 3/2017 |
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 | George Washington University, School of Engineering and Applied Science (Higher education) | salary | ||
2 | George Washington University 403(B) Account | |||
2.1 | Vanguard Institutional Index | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Institutional Growth Admiral | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Contrafund K | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Federal Money Market | $50,001 - $100,000 | None (or less than $201) | |
3 | George Washington University 457B Account | |||
3.1 | TLXIX TIAA-CREF Lifecycle Index 2045 Instl Fund | $50,001 - $100,000 | None (or less than $201) | |
4 | Traditional IRA Account | |||
4.1 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 account (cash) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | Virginia College Savings Plan | |||
2.1 | ESG Core Equity | $50,001 - $100,000 | $2,501 - $5,000 | |
3 | U.S Investment Account | |||
3.1 | ARK Genomic Revolution ETF (ARKG) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | First Trust NASDAQ Cybersecurity ETF (CIBR) | $50,001 - $100,000 | $5,001 - $15,000 | |
3.3 | Invesco QQQ Trust, Series 1 (QQQ) | $100,001 - $250,000 | $15,001 - $50,000 | |
3.4 | iShares Short-Term National Muni Bond ETF (SUB) | $100,001 - $250,000 | None (or less than $201) | |
3.5 | RoboGlobal Artificial Intelligence ETF | $100,001 - $250,000 | $5,001 - $15,000 | |
3.6 | USGlobal Jets ETF (JETS) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Lightspeed Fund | Purchase | 01/01/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Utah Higher Education Assistance Authority | $15,001 - $50,000 | 2004 | 25 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 12 | Changes made at direction of filer. |
7 | 1 | Added at direction of filer. |
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