Financial Disclosure Details - OGE Form 278e (02/10/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Regent University Law School
Virginia Beach, Virginia
Senior Lecturing Fellow
4/2022
2
Washington, District of Columbia
Professorial Lecturer of Law
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
T Rowe Price Retirement 2040 Fund (TRRDX)
$100,001 - $250,000
None (or less than $201)
2
Kirkland & Ellis LLP defined contribution plan
2.1
Vanguard Target Retirement 2040 Trust I
$250,001 - $500,000
None (or less than $201)
2.2
Vanguard Target Retirement 2045 Trust I
$250,001 - $500,000
None (or less than $201)
3
George Washington University Law School
Salary
$3,500
4
Regent University Law School
Salary
$1,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, DC, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
5/2006
2
Washington, District of Columbia
parking passes in University garage while teaching, access to University health services
7/2022

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
Williams & Connolly LLP (Law firm, limited liability partnership)
partnership share
2
Williams & Connolly capital account
$250,001 - $500,000
None (or less than $201)
3
Roth IRA
3.1
T Rowe Price Retirement 2040 Fund (TRRDX)
$100,001 - $250,000
None (or less than $201)
4
Williams & Connolly LLP Defined Benefit Pension Plan for Partners, defined benefit plan
$250,001 - $500,000
None (or less than $201)
5
Williams & Connolly LLP Savings Plan and Trust
5.1
Vanguard Target Retirement Tr 2040 II
$250,001 - $500,000
None (or less than $201)
5.2
Vanguard Institutional Index I
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account 1 (cash)
$250,001 - $500,000
None (or less than $201)
2
U.S. bank account 2 (cash)
$100,001 - $250,000
None (or less than $201)
3
VA Beach municipal bond
$15,001 - $50,000
Interest
$201 - $1,000
4
Upper Occoquan Swr Auth municipal bond
$1,001 - $15,000
Interest
$201 - $1,000
5
Virginia ST Res Auth Infra Rev Ref municipal bond
$1,001 - $15,000
Interest
$201 - $1,000
6
U.S. bank account 3 (cash)
$250,001 - $500,000
None (or less than $201)
7
U.S. bank account 4 (cash)
$250,001 - $500,000
Interest
$201 - $1,000
8
T. Rowe Price Capital Appreciation (PRWCX)
$250,001 - $500,000
$15,001 - $50,000
9
T Rowe Price Virginia Tax-Free Bond Fund (PRVAX)
$250,001 - $500,000
$5,001 - $15,000
10
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$500,001 - $1,000,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Athene Annuity
Purchase
07/21/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
24
joint account filer/dependent child

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