Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.4 M - $5.6 M
Salary
  • salary
    Unknown
Employment
  • Started 06/22/2021

Financial Disclosure Details - OGE Form 278e (06/27/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
6/2021
2
Washington, District of Columbia
Volunteer Lawyer on National Security Policy Team
1/2021
3
New York, New York
Non-Resident Senior Fellow
6/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA (Roth)
1.1
Vanguard Lifestrategy Growth Fund (VASGX)
$100,001 - $250,000
$2,501 - $5,000
2
IRA (Traditional)
2.1
Vanguard Lifestrategy Growth Fund (VASGX)
$100,001 - $250,000
$5,001 - $15,000
3
Novantas LLC 401(k)
3.1
T. Rowe Price Retirement 2040 Fund (TRRDX)
$15,001 - $50,000
$1,001 - $2,500
3.2
Alger MidCap Growth Institutional Class I (ALMRX)
$50,001 - $100,000
$15,001 - $50,000
3.3
Fidelity Intermediate Bond Fund (FTHRX)
$15,001 - $50,000
$201 - $1,000
3.4
Fidelity Managed Income Portfolio - Class 1
$1,001 - $15,000
None (or less than $201)
3.5
Fidelity Balanced Fund -- Class K (FBAKX)
$50,001 - $100,000
$5,001 - $15,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation.
8/2004
2
Washington, District of Columbia
Pursuant to the firm’s partnership agreement, upon my departure for a government position, the firm made a lump sum payment of my capital account. The total amount of the payment was calculated as of the date of my withdrawal.
11/2017
3
Washington, District of Columbia
I will continue to participate in the Savings and Investment Plan, a defined contribution plan. The plan sponsor did not make further contributions after my separation.
11/2017
4
Washington, District of Columbia
I will continue to participate in the Retirement Plan for Partners, a defined contribution plan. The plan sponsor did not make further contributions after my separation.
11/2017
5
Washington, District of Columbia
I will continue to participate in the Cash Balance Retirement Plan for Partners, a defined benefit plan.
11/2017
6
Washington, District of Columbia
Pursuant to the firm’s partnership agreement, upon my departure for a government position, the firm made a lump-sum payment of my final partnership share of undistributed income. This payment was calculated as of the date of my withdrawal.
11/2017

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
Medical Faculty Associates of George Washington University, Washington, DC (Medical Practice)
salary, bonus
2
IRA (Traditional)
2.1
Vanguard Target Retirement 2045 Fund (VTIVX)
$100,001 - $250,000
None (or less than $201)
2.2
Vanguard Federal Money Market Fund (Settlement Fund)
$1,001 - $15,000
None (or less than $201)
3
IRA (Roth)
3.1
Vanguard Target Retirement 2045 Fund (VTIVX)
$15,001 - $50,000
None (or less than $201)
4
Medical Faculty Associates 403(b) Program
4.1
American Century Investments One Choice 2040 Portfolio Investor Class (ARDVX)
$500,001 - $1,000,000
None (or less than $201)
5
Medical Faculty Associates 401(a) Retirement Plan
5.1
American Century Investments One Choice 2040 Portfolio Investor Class (ARDVX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. Bank #2 (cash)
$250,001 - $500,000
Interest
$201 - $1,000
3
U.S. Bank #3 (cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
4
Calamos Growth & Income A (CVTRX)
$1,001 - $15,000
$201 - $1,000
5
Calamos Growth Fund Class A (CVGRX)
$1,001 - $15,000
$1,001 - $2,500
6
Invesco Global Growth A (AGGAX)
$15,001 - $50,000
$2,501 - $5,000
7
PIMCO Income Fund Class A (PONAX)
$15,001 - $50,000
$1,001 - $2,500
8
Schwab U.S. Aggregate Bond Index Fund (SWAGX)
$50,001 - $100,000
$1,001 - $2,500
9
Parnassus Core Equity Fund -- Investor Shares (PRBLX)
$15,001 - $50,000
$2,501 - $5,000
10
Schwab International Index Fund - Select Shares (SWISX)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Purchase
01/20/2021
$1,001 - $15,000
2
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Purchase
03/10/2021
$1,001 - $15,000
3
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Purchase
04/12/2021
$1,001 - $15,000
4
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Purchase
05/12/2021
$1,001 - $15,000
5
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Purchase
06/10/2021
$1,001 - $15,000
6
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Purchase
12/29/2021
$1,001 - $15,000
7
Vanguard LifeStrategy Growth Fund Investor Shares (VASGX)
Purchase
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
TD Bank, N.A.
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
4
My compensation at Sidley was a combination of equity-based and non-equity-based income, which were not split that way when I received them and which I report together here.
3
2
The firm held back some of the payout of my capital account to cover estimated expenses (e.g., tax liabilities). I will receive any remainder of this held back money after actual expenses are paid.
6
14
Bond was cashed out in full.
7
7
Multiple transactions

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