Matthew Axelrod
Assistant Secretary
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.3 M - $15.4 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (07/13/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
1/2021
2
Bethesda, Maryland
Trustee
Present
3
Bethesda, Maryland
Trustee
Present
4
Washington, District of Columbia
Volunteer
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Linklaters LLP (law firm)
Partnership Share
$2,887,763
2
Traditional IRA
2.1
Fidelity 500 Index Fund (FXAIX)
$50,001 - $100,000
None (or less than $201)
2.2
Invesco QQQ Trust Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
3
Rollover IRA
3.1
Fidelity 500 Index Fund (FXAIX)
$500,001 - $1,000,000
None (or less than $201)
3.2
Fidelity Growth Company Fund (FDGRX)
$250,001 - $500,000
None (or less than $201)
3.3
Fidelity Fund (FFIDX)
$15,001 - $50,000
None (or less than $201)
4
Roth IRA
4.1
Fidelity Low-Priced Stock (FLPSX)
$50,001 - $100,000
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
Was a law firm partner, responsible for providing legal advice to firm clients.
2
Sydney, Outside U.S.
Provision of legal advice.
3
London, Outside U.S.
Provision of legal advice.
4
Charlotte, North Carolina
Legal services for a confidential client (one individual) who is not disclosed because they are subject to a non-public investigation
5
Toulose, Outside U.S.
Legal services for a confidential client (one individual) who is not disclosed because they are subject to a non-public investigation
6
Sao Paolo, Outside U.S.
Provision of legal advice.
7
Seoul, Outside U.S.
Served as Independent Compliance Consultant.
8
Norcross, Georgia
Served as Independent Compliance Consultant.
9
Amsterdam, Outside U.S.
Provision of legal advice.
10
Wilton, Connecticut
Provision of legal advice.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Hobson & Company (Business Consulting)
consulting fees
2
SEP-IRA
2.1
Fidelity International Index Fund
$100,001 - $250,000
None (or less than $201)
2.2
Invesco QQQ Trust, Series 1 (QQQ)
$100,001 - $250,000
None (or less than $201)
2.3
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
None (or less than $201)
2.4
Fidelity Government Cash Reserves (FDRXX)
$250,001 - $500,000
None (or less than $201)
3
Rollover IRA
3.1
Fidelity Growth Strategies Fund (FDEGX)
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Europe (FIEUX)
$15,001 - $50,000
None (or less than $201)
4
Traditional IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash) #1
$1,001 - $15,000
None (or less than $201)
2
Brokerage Account
2.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
3
Brokerage account #2
3.1
Fidelity Real Estate Index Fund (FSRNX)
$100,001 - $250,000
$1,001 - $2,500
3.2
Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX)
$1,001 - $15,000
$201 - $1,000
3.3
Fidelity 500 Index Fund (FXAIX)
$1,000,001 - $5,000,000
$15,001 - $50,000
3.4
Fidelity Money Market Fund Premium Class (FZDXX)
$1,000,001 - $5,000,000
$201 - $1,000
3.5
Fidelity ZERO International Index Fund (FZILX)
$250,001 - $500,000
$2,501 - $5,000
3.6
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PennyMac Loan Services LLC
$250,001 - $500,000
2020
360 months
2
Century Lending Company
$500,001 - $1,000,000
2010
360 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
This is a revocable testamentary trust. It holds no assets beyond those already reflected in this disclosure form.
1
3
This is a revocable testamentary trust. It holds no assets beyond those already reflected in this disclosure form.
8
2
This mortgage was paid off in 2020 when the house was refinanced into the mortgage listed in Item 1 above.

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