Observations
- Millionaire
Estimated Net Worth
- $10.3 M - $22.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (03/31/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | International Counsel | 1/2021 | |
2 | Washington, District of Columbia | Professorial Lecturer in Law | Present | |
3 | Altoona, Pennsylvania | Managing Partner | Present | |
4 | Altoona, Pennsylvania | Co-Trustee | Present | |
5 | Altoona, Pennsylvania | Co-Trustee | Present | |
6 | Altoona, Pennsylvania | Co-Trustee | Present | |
7 | Altoona, Pennsylvania | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Environmental Defense Fund, Inc. | Salary | $113,695 | |
2 | George Washington University | Salary | $6,444 | |
3 | IRA#1 | |||
3.1 | Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | BlackRock U.S. Government Bond Portfolio Investor A Shares (CIGAX) | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA#2 | |||
4.1 | Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | IRA#3 | |||
5.1 | cash (U.S. Bank) | $1,001 - $15,000 | None (or less than $201) | |
6 | IRA#4 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to teach unpaid until the end of the semester. | 1/2021 | |
2 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 3/1995 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | International Counsel | |
2 | Washington, District of Columbia | Professorial Lecturer in Law |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Spouse IRA #1 | |||
1.1 | ADMA Biologics Inc. (ADMA) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Newmark Group Inc. (NMRK) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Agile Therapeutics Inc. (AGRX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Spouse IRA #2 | |||
2.1 | ADMA Biologics Inc. (ADMA) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Global X MSCI Pakistan ETF (PAK) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | PRIMECAP Odyssey Growth Fund (POGRX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Xenon Pharmaceuticals Inc. (XENE) | $1,001 - $15,000 | None (or less than $201) | |
3 | Spouse IRA #3 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | Vanguard PRIMECAP Fund Investor Shares (VPMCX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
5 | GeorgePutnam Balanced Fund Class A Shares (PGEOX) | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | Nuveen Intermediate Duration Municipal Bond Fund Class I Shares (NUVBX) | $50,001 - $100,000 | $1,001 - $2,500 | |
7 | Putnam AMT-Free Municipal Fund Class A Shares (PPNAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Wells Fargo Omega Growth Fund Class A Shares (EKOAX) | $15,001 - $50,000 | $5,001 - $15,000 | |
9 | M&T Bank Corp. (MTB) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
10 | Tri-Continental Corporation (TY) | $100,001 - $250,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC Bank | $100,001 - $250,000 | 2013 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2.2 | This asset was divested after this report was filed. |
5 | 3.4 | This asset was divested after this report was filed. |
5 | 4.6 | This asset was divested after this report was filed. |
6 | 11 | LLC is owned by filer, spouse, and trust for dependent child. |
6 | 14 | Filer holds a 10% interest in joint venture. |
6 | 59 | This asset was divested after this report was filed. |
6 | 77 | Final distribution from annuity made in 2020. No value remains. |
6 | 80 | The sole asset in this trust is a 3/4 interest in 2814 Pleasant Valley Properties, LLC. This LLC and its holdings are reported in Part 6, Line 11. |
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