Joel R Marcus-Kurn
Deputy General Counsel for Litigation
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.5 M - $8.9 M
Salary
  • salary
    $191 K

Financial Disclosure Details - OGE Form 278e (05/06/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chevy Chase, Maryland
co-trustee
Present
2
Chevy Chase, Maryland
co-trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Fidelity Trend Fund
$100,001 - $250,000
$5,001 - $15,000
2
Vanguard Institutional Index I
$100,001 - $250,000
$1,001 - $2,500
3
Vanguard Wellington Admiral
$100,001 - $250,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/1994

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
U.S. bank account #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
Clearbridge All Cap Value A (SHFVX)
$50,001 - $100,000
$5,001 - $15,000
3
Wells Fargo Enterprise A (SENAX)
$15,001 - $50,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard 500 Index Admiral (VFIAX) Shares
$15,001 - $50,000
$201 - $1,000
2
Vanguard Developed Markets Index Fund Admiral Shares (VTMGX)
$100,001 - $250,000
$5,001 - $15,000
3
VEMAX Vanguard Emerging Markets Stock Index Admiral Shares
$15,001 - $50,000
$1,001 - $2,500
4
VMGMX Vanguard Mid-Cap Growth Index Admiral
$100,001 - $250,000
$1,001 - $2,500
5
VMVAX Vanguard Mid-Cap Value Index Admiral
$100,001 - $250,000
$1,001 - $2,500
6
VMMXX Vanguard Prime Money Market
$100,001 - $250,000
$2,501 - $5,000
7
VSGAX Vanguard Small-Cap Growth Index Admiral
$50,001 - $100,000
$201 - $1,000
8
VSIAX Vanguard Small-Cap Value Index Admiral
$15,001 - $50,000
$1,001 - $2,500
9
Apple Inc. - Common Stock
$500,001 - $1,000,000
Capital Gains Dividends
$1,001 - $2,500
10
Fidelity Asset Manager 20% (FASIX)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Health Care Index Fund ETF Class Shares (VHT)
Sale
01/21/2021
$1,001 - $15,000
2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
01/20/2021
$1,001 - $15,000
3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
03/25/2021
$1,001 - $15,000
4
Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX)
Purchase
06/18/2021
$1,001 - $15,000
5
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
06/28/2021
$1,001 - $15,000
6
Vanguard Health Care Index Fund ETF Class Shares (VHT)
Sale
09/13/2021
$1,001 - $15,000
7
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
09/28/2021
$1,001 - $15,000
8
Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX)
Purchase
12/17/2021
$1,001 - $15,000
9
Vanguard Windsor II Fund Investor Shares (VWNFX)
Purchase
12/20/2021
$1,001 - $15,000
10
Vanguard PRIMECAP Fund Admiral Shares (VPMAX)
Purchase
12/20/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

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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