Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $3.1 M - $9.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/15/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Alexandria, Virginia
Director
1/2021
2
Washington, District of Columbia
Partner
5/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Boies Schiller Flexner, LLP (law firm)
Salary
$248,307
2
IRA #1
2.1
Vanguard S&P 500 ETF (VOO)
$250,001 - $500,000
None (or less than $201)
2.2
Vanguard Total Bond Market ETF (BND)
$100,001 - $250,000
None (or less than $201)
2.3
JPMorgan Growth Advantage Fund, Class I (JGASX)
$100,001 - $250,000
None (or less than $201)
3
IRA #2
3.1
JPMorgan Growth Advantage Fund, Class I (JGASX)
$15,001 - $50,000
None (or less than $201)
4
IRA #3
4.1
JPMorgan Growth Advantage Fund, Class I (JGASX)
$50,001 - $100,000
None (or less than $201)
4.2
Vanguard Total Bond Market ETF (BND)
$15,001 - $50,000
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
1
Washington, District of Columbia
Partner at this firm
2
Marlborough, Massachusetts
Legal services (client of Boies Schiller Flexner, LLP)
3
Teaneck, New Jersey
Legal services (client of Boies Schiller Flexner, LLP)
4
Minnetonka, Minnesota
Legal services (client of Boies Schiller Flexner, LLP)
5
Folsom, California
Legal services (client of Boies Schiller Flexner, LLP)
6
Latham, New York
Legal services (client of Boies Schiller Flexner, LLP)
7
Melbourne, Florida
Legal services (client of Boies Schiller Flexner, LLP)
8
Del Mar, California
Legal services (client of Boies Schiller Flexner, LLP)
9
San Francisco, California
Legal services (client of Boies Schiller Flexner, LLP)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
JPMorgan Chase & Co.
Salary & Bonus
2
JPMorgan Chase & Co., unvested restricted stock
$1,000,001 - $5,000,000
None (or less than $201)
3
JPMorgan Chase & Co., vested restricted stock
$500,001 - $1,000,000
Dividends
$15,001 - $50,000
4
JPMorgan Chase & Co., 401(k) plan
4.1
Target Date 2030 Fund
$50,001 - $100,000
None (or less than $201)
5
AT&T, Inc., 401(k) plan
5.1
BlackRock Extended Equity Market Fund F
$15,001 - $50,000
None (or less than $201)
5.2
BlackRock Equity Index Fund F
$15,001 - $50,000
None (or less than $201)
5.3
BlackRock MSCI ACWI Ex-U.S. IMI Index Fund
$1,001 - $15,000
None (or less than $201)
5.4
Stable VI Fund Group Trust MTU
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Maryland College Investment Plan
1.1
Balanced Portfolio
$100,001 - $250,000
None (or less than $201)
2
U.S. bank #1 (cash)
$100,001 - $250,000
None (or less than $201)
3
U.S. bank #2 (cash)
$50,001 - $100,000
None (or less than $201)
4
Brokerage account #1
4.1
JPMorgan Prime Money Market Fund, Premier Class (VPMXX)
$250,001 - $500,000
None (or less than $201)
4.2
JPMorgan Chase & Co. (JPM)
$250,001 - $500,000
Dividends
$50,001 - $100,000
5
Brokerage account #2
5.1
JPMorgan Prime Money Market Fund, Premier Class (VPMXX)
$50,001 - $100,000
None (or less than $201)
6
Residential real estate #1, Aurora, IL
$50,001 - $100,000
Rent or Royalties
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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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