James Lane
Senior Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.7 M - $7.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/02/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Richmond, Virginia
Superintendent of Public Instruction
1/2022
2
Washington, District of Columbia
Board Member
1/2022
3
Virginia Early Childhood Foundation
Richmond, Virginia
Ex Officio Board Member
1/2022
4
Richmond, Virginia
Ex Officio Board Member
1/2022
5
Washington, District of Columbia
Board Member
1/2022
6
Virginia Board of Education
Richmond, Virginia
Secretary
1/2022
7
Denver, Colorado
Commissioner
1/2022
8
Virginia Public School Authority Board of Commissioners
Richmond, Virginia
Commissioner
1/2022
9
Richmond, Virginia
Board Member
1/2022
10
Virginia Early Childhood Advisory Committee
Richmond, Virginia
Member
1/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Virginia Retirement System, 457 Plan: Target Date 2035 Portfolio
$15,001 - $50,000
None (or less than $201)
2
Virginia Retirement System Member Contribution Account (Plan 1) Defined Benefit Plan
$250,001 - $500,000
None (or less than $201)
3
Virginia Retirement System, 401(a) Cash Match plan: Target Date 2035 Portfolio
$1,001 - $15,000
None (or less than $201)
4
Rollover IRA - Signature Choice (NMIS)
4.1
Brown Capital Management Small Company Fund Institutional Share (BCSSX)
$1,001 - $15,000
None (or less than $201)
4.2
Dodge & Cox Income Fund (DODIX)
$15,001 - $50,000
None (or less than $201)
4.3
EuroPacific Growth Fund Class F2 Shares (AEPFX)
$15,001 - $50,000
None (or less than $201)
4.4
FMI International Fund Institutional Class Share (FMIYX)
$1,001 - $15,000
None (or less than $201)
4.5
Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX)
$1,001 - $15,000
None (or less than $201)
4.6
iShares Gold Trust (IAU)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Richmond, Virginia
I will continue to participate in this defined benefit plan
7/2006
2
Durham, North Carolina
I will continue to participate in this defined benefit plan
7/2000
3
Richmond, Virginia
I will continue to participate in two defined contribution plans. The plan sponsor will not make further contributions after my separation.
6/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Richmond, Virginia
Served as chief executive and agency head of the Virginia DOE.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
CarMax (Used Car Sales)
salary, bonus
2
Employee Stock Purchase Plan - CarMax
$100,001 - $250,000
None (or less than $201)
3
CarMax Executive Deferred Compensation Plan
3.1
Newport Group Model Portfolio Moderate/Aggressive
3.1.1
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
3.1.2
TIAA-CREF Bond Index Fund Premier Class Shares (TBIPX)
$100,001 - $250,000
None (or less than $201)
3.1.3
Columbia Large Cap Index Fund Class A Shares (NEIAX)
$250,001 - $500,000
None (or less than $201)
3.1.4
Columbia Mid Cap Index Fund Class A Shares (NTIAX)
$15,001 - $50,000
None (or less than $201)
3.1.5
Columbia Small Cap Index Fund Institutional Class Shares (NMSCX)
$15,001 - $50,000
None (or less than $201)
3.1.6
iShares MSCI EAFE International Index Fund Investor A Shares (MDIIX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate Rental Property - Cary, NC
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)
3
U.S. brokerage money market account (cash)
$1,001 - $15,000
Interest
None (or less than $201)
4
Brokerage Account
4.1
DODGE & COX INCOME FUND
$50,001 - $100,000
$2,501 - $5,000
4.2
AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-2
$50,001 - $100,000
$2,501 - $5,000
4.3
FMI INTERNATIONAL FUND INSTITUTIONAL CLASS
$15,001 - $50,000
None (or less than $201)
4.4
ISHARES GOLD TR ISHARES NEW
$15,001 - $50,000
None (or less than $201)
4.5
ISHARES INC CORE MSCI EMERGING MKTS ETF
$15,001 - $50,000
$201 - $1,000
4.6
ISHARES INC MSCI EUROZONE ETF
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$15,001 - $50,000
2003
30 years
2
Capital One
$15,001 - $50,000
2021
Revolving
3
Northwestern Mutual
$15,001 - $50,000
2020
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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