Observations
- Millionaire
Estimated Net Worth
- $65.7 M - $253.1 M
Salary
- Unknown
Employment
- 05/25/2022 - 01/18/2017
Financial Disclosure Details - OGE Form 278e (05/11/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Chairman of the Board | 5/2022 | |
2 | Washington, District of Columbia | Member, Board of Trustees | 5/2022 | |
3 | Harvard Kennedy School John F. Kennedy School of Government | Cambridge, Massachusetts | Member of Visiting Committee, Executive Committee | 5/2022 |
4 | Memorial Sloan Kettering Cancer Center | New York, New York | Member of the Board of Overseers and Managers | 5/2022 |
5 | Washington, District of Columbia | Member, Trustee Advisory Board | 5/2022 | |
6 | Washington, District of Columbia | Member, Board of Directors | 5/2022 | |
7 | Sciences Po American Foundation | Paris, Outside U.S. | Member, Board of Directors | 5/2022 |
8 | The Katherine Hartley Schlosstein 2017 Trust | New York, New York | Trustee | 5/2022 |
9 | The James Michael Schlosstein 2017 Trust | New York, New York | Trustee | 5/2022 |
10 | The Schlosstein Hartley Family Foundation | New York, New York | Trustee | 5/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Line Intentionally Left Blank | |||
1.2 | Line Intentionally Left Blank | |||
1.3 | U.S. bank (Cash) | $250,001 - $500,000 | None (or less than $201) | |
1.4 | iShares S&P 500 ETF (IVV) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | IRA #1 | |||
1.1 | Line Intentionally Left Blank | |||
1.2 | BlackRock Global Allocation Fund Class A (MDLOX) | Over $1,000,000 | None (or less than $201) | |
2 | Evercore Partners Services East LLC (Salary) (underlying assets of this company listed under line 7.2.1) | Salary and bonus | ||
3 | Evercore Partners Limited - Unvested Restricted Stock Units | Over $1,000,000 | None (or less than $201) | |
4 | Evercore Partners Limited - Deferred cash dividend equivalent payments | $250,001 - $500,000 | Cash payments | $274,802 |
5 | U.S. brokerage acct #1 | |||
5.1 | Evercore Inc (EVR) | Over $1,000,000 | Dividends Capital Gains | Over $1,000,000 |
6 | Trust #1 | |||
6.1 | U.S. brokerage acct #2 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage acct #1 | |||
1.1 | Amazon.com Inc (AMZN) | None (or less than $1,001) | Capital Gains | $1,000,001 - $5,000,000 |
1.2 | Apple Inc. (APPL) | None (or less than $1,001) | Capital Gains | $1,000,001 - $5,000,000 |
1.3 | PayPal Holdings Inc Com (PYPL) | None (or less than $1,001) | Capital Gains | $50,001 - $100,000 |
1.4 | Walmart Inc Common Stock (WMT) | None (or less than $1,001) | Capital Gains | $50,001 - $100,000 |
1.5 | Line Intentionally Left Blank | |||
1.6 | Line Intentionally Left Blank | |||
1.7 | Line Intentionally Left Blank | |||
1.8 | Line Intentionally Left Blank | |||
1.9 | U.S. brokerage (Cash) | $500,001 - $1,000,000 | Interest | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Evercore Inc (EVR) (Dividend Reinvestment) | Purchase | 12/09/2022 | $15,001 - $50,000 |
2 | iShares S&P 500 ETF (IVV) (Dividend Reinvestment) | Purchase | 10/30/2022 | $100,001 - $250,000 |
3 | iShares S&P 500 ETF (IVV) (Dividend Reinvestment) | Purchase | 12/19/2022 | $100,001 - $250,000 |
4 | Evercore Inc (EVR) (Dividend Reinvestment) | Purchase | 09/09/2022 | $15,001 - $50,000 |
5 | Evercore Inc (EVR) (Dividend Reinvestment) | Purchase | 12/09/2022 | $15,001 - $50,000 |
6 | iShares S&P 500 ETF (IVV) (Dividend Reinvestment) | Purchase | 09/30/2022 | $15,001 - $50,000 |
7 | iShares S&P 500 ETF (IVV) (Dividend Reinvestment) | Purchase | 12/19/2022 | $15,001 - $50,000 |
8 | Evercore Inc (EVR) (Dividend Reinvestment) | Purchase | 09/09/2022 | $15,001 - $50,000 |
9 | iShares Core S&P 500 ETF (IVV) | Purchase | 10/05/2022 | $250,001 - $500,000 |
10 | iShares Core S&P 500 ETF (IVV) | Purchase | 10/05/2022 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | City National Bank | $500,001 - $1,000,000 | 2003 | 1/1/2049 |
2 | Glisco Capital Partners III LP (RLS) | $50,001 - $100,000 | 2012 | on demand |
3 | T Capital VI Investors LP (RLS) | $1,000,001 - $5,000,000 | 2019 | on demand |
4 | Taconic Euro Credit Dislocation Fund II, LP (RLS) | $500,001 - $1,000,000 | 2017 | on demand |
5 | Taconic Euro Credit Dislocation Fund II, LP (JDH) | $250,001 - $500,000 | 2017 | on demand |
6 | T Capital Investors VI Investors LP (KHS 17 Tr) | $250,001 - $500,000 | 2019 | on demand |
7 | T Capital Investors VI Investors LP (JMHS 17 Tr) | $250,001 - $500,000 | 2019 | on demand |
8 | Taconic Euro Credit Dislocation Fund II, LP (KHS 17 TR) | $250,001 - $500,000 | 2017 | on demand |
9 | Taconic Euro Credit Dislocation Fund II, LP (JMHS 17 Tr) | $250,001 - $500,000 | 2017 | on demand |
10 | Forgelight (Univision) Investors II, LLC (KHS 2022 Grantor Tr) | $100,001 - $250,000 | 2022 | on demand |
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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