Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $4.2 M - $10.5 M
Salary
- Unknown
Employment
- 04/13/2021 - 07/28/2023
Departed Administration
- Yes
Records
- OGE Form 278t (01/05/2023)
- OGE Form 278t (12/15/2022)
- OGE Form 278t (11/14/2022)
- OGE Form 278t (11/03/2022)
- OGE Form 278t (10/06/2022)
- OGE Form 278e (05/16/2022)
- OGE Form 278t (03/31/2022)
- OGE Form 278t (02/04/2022)
- OGE Form 278t (02/01/2022)
- OGE Form 278t (08/22/2021)
- OGE Form 278t (08/13/2021)
- OGE Form 278t (07/16/2021)
- OGE Form 278t (06/07/2021)
- OGE Form 278t (06/07/2021)
- OGE Form 278e (01/19/2021)
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | Director, Center for Public Leadership and Professor of the Practice of Public Leadership | 3/2021 | |
2 | Washington DC, District of Columbia | Senior Counselor (not- employee, annual retainer) | 4/2021 | |
3 | New York, New York | Contributor on air (not employee, annual retainer) | 4/2021 | |
4 | Bethesda, Maryland | Sole Member | Present | |
5 | Bethesda, Maryland | Trustee | Present | |
6 | Washington, District of Columbia | Board Member | 4/2021 | |
7 | Washington, District of Columbia | Board of Trustees | 4/2021 | |
8 | Cambridge, Massachusetts | Member Condominium Association | 5/2021 | |
9 | Washington, District of Columbia | Team Member | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA # 1 | |||
1.1 | U.S. brokerage firm, cash account | $100,001 - $250,000 | None (or less than $201) | |
1.2 | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | EFAV - ISHARES EDGE MSCI MIN VOL EAFE | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | MTUM - ISHARES EDGE MSCI US MOMENTUM | $50,001 - $100,000 | $201 - $1,000 | |
1.5 | IUSB - ISHARES CORE TOTAL BOND ETF | $100,001 - $250,000 | $1,001 - $2,500 | |
1.6 | GLD - SPDR GOLD TR GOLD SHS - Sold 05- 17-21 | None (or less than $1,001) | None (or less than $201) | |
1.7 | XLP - CONS STAPLES SEL SECT SPDR FD | $50,001 - $100,000 | $1,001 - $2,500 | |
1.8 | VIG - VANGUARD DIVIDEND APPRECIATION | $100,001 - $250,000 | $1,001 - $2,500 | |
1.9 | IPPXX - INVESCO PREMIER INST | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | Director, Center for Public Leadership and Professor of the Practice of Public Leadership. Upon resignation March 30, 2021, the housing benefit was terminated and there are no other benefits. defined contribution plan stopped after the date of my separation. | 1/2019 | |
2 | Bethesda, Maryland | My business will be inactive during my appointment. Through this LLC, among other services, I had an arrangement with NBC/MSNBC to provide commentary and I provided consulting with the Albright Stonebridge Group. Upon confirmation, my arrangements with NBC/MSNBC were terminated, I resigned my position with the Albright Stonebridge Group, all other services ceased, and all outstanding client fees were fixed before I entered government service. I made a contribution to in my single-member defined contribution plan based upon income earned prior to my confirmation. | 1/2021 |
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 | SHINCHOSHA Foresight Web News Magazine (Japan) | $1,001 - $15,000 | 4 payments | |
1.1 | Foresight Web News Magazine (Japan) - July 28, 2021 | $1,001 - $15,000 | "Web Foresight" Manuscript Fee | $1,400 |
1.2 | Foresight Web News Magazine (Japan) - August 24, 2021 | $1,001 - $15,000 | "Web Foresight" Manuscript Fee | $1,398 |
1.3 | Foresight Web News Magazine (Japan) - November 9, 2021 | $1,001 - $15,000 | "Web Foresight" Manuscript Fee | $1,513 |
1.4 | Foresight Web News Magazine (Japan) - May 25, 2021 | $1,001 - $15,000 | "Web Foresight" Manuscript Fee | $1,400 |
2 | Politico Group (Europe) - honorarium September 10, 2021 | None (or less than $1,001) | Opinion Piece | $166 |
3 | German Marshall Fund - Consultant/Fellow 2020 | Executive Director for the Transaltantic task force and nonresident fellow. Writing final report for the task force. $36,500 received in 2021. | $36,500 | |
4 | line intentionally left blank | |||
5 | TIAA-CREF 403(b) | |||
5.1 | Council on Foreign Relations DC Retirement Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage firm, cash account | $100,001 - $250,000 | $2,501 - $5,000 | |
2 | MYI - BLACKROCK MUNIYIELD QLTY FD 3 | None (or less than $1,001) | None (or less than $201) | |
3 | UTIXX - FEDERATED HRMS USTRSY CS RS IS | $100,001 - $250,000 | None (or less than $201) | |
4 | NHMAX - NUVEEN HI YLD MUNI BOND A | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | BALTIMORE CNTY M OIDCoupon 3.00% Mature 02/01/2035 ( | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | UNIVERSITY MD SYS AUXILIARY TUITI OIDCoupon 3.00% Mature 04/01/2036 | $15,001 - $50,000 | Interest | $201 - $1,000 |
7 | BILLERICA MASS MUN PURP LN OBLIGCoupon 4.00% Mature 10/15/2028 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
8 | CASCADE CNTY MONT ELEM SCH NO 1 GREAT FALLSCoupon 4.00% Mature 07/01/2029 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
9 | JEFFERSON CNTY COLO SCH DIST NO R- 001 REFCoupon 4.00% Mature 12/15/2023 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
10 | KING CNTY WASH SWR REV REF BCoupon 5.00% Mature 07/01/2029 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
12 | SPDR Gold TR Gold SHS | Sale | 05/19/2021 | $15,001 - $50,000 |
13 | Blackrock Health Science Opp 1 | Sale | 05/19/2021 | $15,001 - $50,000 |
14 | Massachusetts St Transn FD Rev | Purchase | 06/24/2021 | $50,001 - $100,000 |
15 | Gardner Mass Genl Oblig | Purchase | 08/12/2001 | $15,001 - $50,000 |
16 | Vanguard Dividend Appreciation xx | Purchase | 08/17/2021 | $15,001 - $50,000 |
17 | IShares Russell Midcap V ETF | Purchase | 08/17/2021 | $1,001 - $15,000 |
18 | Schwab US DVD Equity ETF | Purchase | 08/17/2021 | $1,001 - $15,000 |
19 | IShares Edge MSCI Min Vol Emer | Sale | 08/17/2021 | $1,001 - $15,000 |
20 | IShares Edge MSCI Min Vol Emer | Sale | 08/17/2021 | $1,001 - $15,000 |
21 | WCM Focused Intl Gwth Inst | Purchase | 08/17/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $500,001 - $1,000,000 | 2018 | 30 years |
2 | Morgan Stanley | $500,001 - $1,000,000 | 2021 | 30 year - 10 year/6month SOFR ARM |
3 | Morgan Stanley | $1,000,001 - $5,000,000 | 2021 | 90 Days |
4 | Citi MasterCard | $15,001 - $50,000 | 2021 | revolving credit card |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | Contract is currently suspended per agreement signed December 23 since I began work as volunteer on the Transition. |
1 | 4 | Inactive in a 100% owned one member LLC. |
1 | 8 | Member of Condo Association that consists of 2 homes, one of them mine. The other Members are Bruce Stokes and the other homeowner. Membership automatically terminated May 14, 2021, the date of sale of the Principal Residence. |
2 | 5.7 | $19,026.08 was rolled over in a tax free direct rollover to Wendy R. Sherman IRA |
2 | 5.11 | Associated with WRS Global, final contribution has been made in 2022 for the 2021 contribution to the plan. If WRS Global is terminated, this plan will be rolled over into an IRA with Morgan Stanley. This is the 2021 Required Minimum Distribution |
2 | 7.2 | This was reported on the prior year OGE report as the speech was given in 2020, however, a 1099-MISC was received in 2021 for this. |
2 | 8.1 | The plan sponsor will no longer made contributions upon the date of my separation from Harvard Kennedy School employment. |
2 | 10 | Value no readily ascertainable at this time. There are currently no expected additional royalties as confirmed with the publisher. |
5 | 1 | $5,711 total amount from Foresight Web News Magazine |
5 | 3 | $17,500 received January 6, 2021, $17,500 received March 24, 2021, $1,500 received May 26, 2021 |
Do you have information about Wendy R. Sherman that is missing from this database?
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