Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.4 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/16/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Denver, Colorado
Partner
Present
2
New York City, New York
Board of Directors
Present
3
Washington DC, District of Columbia
Chair - Board of Directors
Present
4
Oakland, California
Director
Present
5
Washington DC, District of Columbia
Adjunct Professor
1/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Wilmer Cutler Pickering Hale and Dorr, LLP (law firm)
Partnership Share
$1,879,311
2
Wilmer Cutler Pickering Hale and Dorr, LLP (law firm) anticipated partnership share
$250,001 - $500,000
None (or less than $201)
3
Wilmer Cutler Pickering Hale and Dorr, LLP capital account
$100,001 - $250,000
Interest
None (or less than $201)
4
Wilmer Cutler Pickering Hale and Dorr LLP, 401(k) plan
4.1
Vanguard Target Ret 2030 Inst (VTTWX)
$100,001 - $250,000
None (or less than $201)
5
Wilmer Cutler Pickering Hale and Dorr LLP, defined benefit retirement plan (value not readily ascertainable): currently eligible for an estimated amount of $900/mo at age 62
None (or less than $201)
6
IRA #1
6.1
iShares MSCI EAFE Small Cap Et
$1,001 - $15,000
None (or less than $201)
6.2
iShares Core US Aggregate Bond
$1,001 - $15,000
None (or less than $201)
6.3
iShares Russ MC Growth ETF
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Denver, Colorado
Pursuant to established firm policy and the partnership agreement, if I leave the firm before the end of 2021, I will receive a pro rata partnership share based on the value of my partnership interests for services performed during the current fiscal year through the date of my withdrawal. I will receive this payment before I assume the duties of Assistant Secretary.
8/2017
2
Denver, Colorado
If I leave the firm during 2021, according to firm policy and the partnership agreement, the funds in my capital account will be refunded to me in a lump sum immediately upon my withdrawal from the partnership.
8/2017
3
Denver, Colorado
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
11/2017
4
Denver, Colorado
I will receive a lump sum payout of my defined benefit plan in the year following the year in which I depart the firm.
9/2018
5
Denver, Colorado
I will receive tax preparation assistance for my CY 2021 taxes.
8/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Denver, Colorado
Law firm partner in the Energy, Environment, and Natural Resources practice group, providing legal services to clients of the firm and fulfilling partnership responsibilities.
2
Washington, District of Columbia
Legal services.
3
Aurora, Colorado
Legal Services
4
Wainscott, New York
Legal services.
5
Las Vegas, Nevada
Legal services.
6
Albuquerque, New Mexico
Legal services.
7
Syracuse, New York
Legal services.
8
New York, New York
Legal services.
9
Locust Valley, New York
Legal services.
10
Boston, Massachusetts
Legal services.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Colorado Network Staffing, Westminster, CO (Education - Staffing for Schools)
salary
2
Holy Cross School, Garrett Park, MD
salary

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Brokerage Money Market Account
$15,001 - $50,000
None (or less than $201)
2
U.S. Credit Union Checking and Savings Account
$500,001 - $1,000,000
Dividends
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cenlar
$500,001 - $1,000,000
2019
10 year ARM
2
Loanpal
$15,001 - $50,000
2020
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Home Solar System

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