Jonathan C. Su
DEPUTY COUNSEL TO THE PRESIDENT
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.0 M - $11.3 M
Salary
  • salary
    $155 K

Financial Disclosure Details - OGE Form 278e (04/19/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
1/2021
2
New York, New York
Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Latham & Watkins LLP
Earned income allocation from law firm partnership
$140,000
2
Latham & Watkins LLP, 401(k) plan:
2.1
Vanguard Target Retirement TR 2030
$250,001 - $500,000
None (or less than $201)
2.2
Dodge & Cox Stock Fund (DODGX)
$250,001 - $500,000
None (or less than $201)
2.3
Vanguard Developed Markets Index Fund Institutional Shares (VTMNX)
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Total Stock Market Index Fund Institutional Plus Class Shares (VSMPX)
$1,001 - $15,000
None (or less than $201)
2.5
Dodge & Cox Balanced Fund (DODBX)
$250,001 - $500,000
None (or less than $201)
3
IRA #1
3.1
Dodge & Cox Stock Fund
$1,001 - $15,000
None (or less than $201)
4
IRA #2

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. The plan sponsor will not make further contributions after my separation.
9/2004

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
Jones Day, 401(k) plan
1.1
Jones Day 2040 Fund
$100,001 - $250,000
None (or less than $201)
2
IRA #1
2.1
Vanguard Balanced Index Fund Admiral Shares (VBIAX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$15,001 - $50,000
Interest
$2,501 - $5,000
2
Virginia529 Plan
2.1
2024 Portfolio - Target ages 16-18
$500,001 - $1,000,000
None (or less than $201)
2.2
2030 Portfolio - Target ages 10-12
$500,001 - $1,000,000
None (or less than $201)
3
Residential Rental Property (New York, NY)
$1,000,001 - $5,000,000
Rent or Royalties
$15,001 - $50,000
4
Dodge & Cox Stock Fund (DODGX)
$250,001 - $500,000
$5,001 - $15,000
5
Dodge & Cox Balanced Fund (DODBX)
$250,001 - $500,000
$5,001 - $15,000
6
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$250,001 - $500,000
$5,001 - $15,000
7
Vanguard Equity Income Fund Investor Shares (VEIPX)
$100,001 - $250,000
$5,001 - $15,000
8
Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX)
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Dodge & Cox Stock Fund (DODGX)
Purchase
04/12/2021
$250,001 - $500,000
2
Dodge & Cox Stock Fund (DODGX)
Purchase
05/10/2021
$100,001 - $250,000
3
Dodge & Cox Balanced Fund (DODBX)
Purchase
04/12/2021
$250,001 - $500,000
4
Dodge & Cox Balanced Fund (DODBX)
Purchase
05/10/2021
$100,001 - $250,000
5
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
05/10/2021
$250,001 - $500,000
6
Vanguard Equity Income Fund Investor Shares (VEIPX)
Purchase
05/10/2021
$100,001 - $250,000
7
Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX)
Purchase
05/10/2021
$50,001 - $100,000
8
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
Purchase
05/10/2021
$100,001 - $250,000
9
Residential Rental Property in New York, New York
Purchase
03/26/2021
$1,000,001 - $5,000,000

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
2
1
This income was earned prior to government service.

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