Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.3 M - $37.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/10/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Partner
Present
2
New York, New York
Director
Present
3
New York, New York
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Cleary Gottlieb Steen & Hamilton LLP (law firm)
Partnership Share
$4,000,786
2
Cleary Gottlieb Steen & Hamilton LLP (law firm) anticipated partnership share
$250,001 - $500,000
None (or less than $201)
3
Cleary Gottlieb Steen & Hamilton LLP capital account
$1,000,001 - $5,000,000
Interest
$15,001 - $50,000
4
Cleary Gottlieb Steen & Hamilton LLP, cash balance pension plan
$250,001 - $500,000
None (or less than $201)
5
Cleary Gottlieb Steen & Hamilton LLP (401k plan)
5.1
Fidelity 500 Index (FXAIX)
$500,001 - $1,000,000
None (or less than $201)
5.2
Fidelity Growth Company Commingled Pool
$1,000,001 - $5,000,000
None (or less than $201)
5.3
Vanguard Target Retirement 2035 Trust II
$250,001 - $500,000
None (or less than $201)
5.4
PIMCO total Return Fund Institutional Class (PTTRX)
$100,001 - $250,000
None (or less than $201)
5.5
T. Rowe Price Investment Contracts Fund
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive my final partnership share distribution, with a certain amount held back by the firm for tax reconciliation purposes. The partnership share distribution will will be calculated as of the date of my withdrawal, and any amounts withheld by the firm in excess of my tax liabilities will be refunded to me 28 months after my departure
1/2007
2
New York, New York
Following my withdrawal from the firm, I will receive a refund of my capital account, with a certain amount held back by the firm for tax reconciliation purposes. The payment will be calculated as of the date of my withdrawal, and any amounts withheld by the firm in excess of my tax liabilities will be refunded to me 28 months after my departure
1/2007
3
New York, New York
Following my withdrawal from the firm, the balance of the cash benefit plan may remain in the plan until age 65. No contributions will be made to the plan after I withdraw.
1/2013
4
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/1996
5
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive an accelerated retirement benefit in a lump-sum payment. The total amount of the payment will be calculated as of the date of my withdrawal and the amount will be discounted for net present value.
1/2007

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
law firm partner
2
Sao Paulo, Outside U.S.
Legal services (client of Cleary Gottlieb)
3
Sao Paulo, Outside U.S.
Legal services (client of Cleary Gottlieb)
4
Brooklyn, New York
Legal services (client of Cleary Gottlieb)
5
New York, New York
Legal services (client of Cleary Gottlieb)
6
New York, New York
Legal services (client of Cleary Gottlieb)
7
Zurich, Outside U.S.
Legal services (client of Cleary Gottlieb)
8
New York, New York
Legal services (client of Cleary Gottlieb)
9
Fort Worth, Texas
Legal services (client of Cleary Gottlieb)
10
Birmingham, Alabama
Legal services (client of Cleary Gottlieb)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Equal Justice Initiative (403b plan)
1.1
Vanguard Institutional Target Retirement 2025 Fund
$1,001 - $15,000
None (or less than $201)
2
Cleary Gottlieb Steen & Hamilton LLP (401k plan)
2.1
Fidelity Growth Company Commingled Pool
$100,001 - $250,000
None (or less than $201)
2.2
Vanguard Target 2030
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$500,001 - $1,000,000
Interest
None (or less than $201)
2
U.S. bank #2 (cash)
$100,001 - $250,000
Interest
None (or less than $201)
3
U.S. bank #3 (cash)
$1,000,001 - $5,000,000
Interest
$1,001 - $2,500
4
UTMA Brokerage account
4.1
Vanguard Federal Money Market Fund (VMFXX) (Settlement fund)
$1,001 - $15,000
None (or less than $201)
4.2
Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX)
$15,001 - $50,000
$1,001 - $2,500
4.3
Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX)
$15,001 - $50,000
$1,001 - $2,500
5
Brokerage Account - Vanguard
5.1
Vanguard Federal Money Market Fund (VMFXX) (Settlement Fund)
$1,001 - $15,000
None (or less than $201)
5.2
Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX)
$100,001 - $250,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cenlar
$500,001 - $1,000,000
2013
30 years
2
CGSH FOF Investors, LLC
$50,001 - $100,000
2014
On demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
7
Income amount reflects all of 2020 with a 2021 estimate up to the filing date. This fund was sold subsequent to the filing date.
4
31
This includes work for New York; Jersey, Channel Islands: and Dublin, Ireland branches.
8
2
This capital commitment no longer exists following the sale of the corresponding fund at Part 2, Line 7.

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