Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $4.2 M
Salary
- $180 K
Employment
- Started 11/15/2021
Records
Financial Disclosure Details - OGE Form 278e (12/15/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Palo Alto, California | Consultant | Present | |
2 | NEW ORLEANS, Louisiana | President/CEO | Present | |
3 | New York, New York | Commentator | Present | |
4 | New York, New York | Consultant | 9/2019 | |
5 | New York, New York | Consultant | Present | |
6 | Washington DC, District of Columbia | Speaker | Present | |
7 | Chicago, Illinois | Fellow | Present | |
8 | Baton Rouge, Louisiana | President | Present | |
9 | CAMBRIDGE, Massachusetts | FELLOW | 12/2018 | |
10 | NEW ORLEANS, Louisiana | MEMBER | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | LOUISIANA STATE EMPLOYEE RETIREMENT SYSTEM, defined benefit plan (value not readily ascertainable) | None (or less than $1,001) | Pension income | $147,700 |
2 | E Pluribus Unum Institute | Salary- President/CEO | $662,500 | |
3 | Fidelity Growth & Income Portfolio (FGRIX) | $50,001 - $100,000 | None (or less than $201) | |
4 | PRESIDENT AND FELLOWS OF HARVARD COLLEGE | Salary | $25,000 | |
5 | FIRST DAY, LLC | Business Income | $1,041,572 | |
6 | University of Chicago | Salary | $25,000 | |
7 | FDIC Insured Cash | $1,001 - $15,000 | None (or less than $201) | |
8 | AT&T | $1,001 - $15,000 | None (or less than $201) | |
9 | Adobe, Inc. (ADBE) | $15,001 - $50,000 | None (or less than $201) | |
10 | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Baton Rouge, Louisiana | I will continue to participate in this defined benefit plan. | 5/2010 | |
2 | NEW ORLEANS, Louisiana | Eligible for payment of $2,500 per month at age 65. | / | |
3 | NEW ORLEANS, Louisiana | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 5/2021 | |
4 | Baton Rouge, Louisiana | My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 11/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington DC, District of Columbia | Speaking Fees | |
2 | New York, New York | Contractual services for political commentary | |
3 | New York, New York | Consultancy services - What Works Cities | |
4 | Palo Alto, California | Consultancy services | |
5 | New Orleans, Louisiana | Salary - President/CEO | |
6 | Ann Arbor, Michigan | Speaking fee | |
7 | New York, New York | Contractual consultancy services | |
8 | Chicago, Illinois | Fellow, Institute of Politics | |
9 | Cambridge, Massachusetts | Fellow, Institute of Politics | |
10 | Baton Rouge, Louisiana | Business and consulting services. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Administrators of Tulane Educational Fund | salary | ||
2 | Louisiana State Employees Retirement System, defined benefit plan (value not readily ascertainable) | pension | ||
3 | U.S. bank account #1 | $1,001 - $15,000 | None (or less than $201) | |
4 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
5 | American Water Works Co., Inc. (AWK) | $1,001 - $15,000 | None (or less than $201) | |
6 | Ares Capital Corp | $1,001 - $15,000 | None (or less than $201) | |
7 | AGR | $1,001 - $15,000 | None (or less than $201) | |
8 | BCE INC | $1,001 - $15,000 | None (or less than $201) | |
9 | CME Group, Inc. (CME) | $1,001 - $15,000 | None (or less than $201) | |
10 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #2 | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | U.S. bank account #3 | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank account #4 | $15,001 - $50,000 | None (or less than $201) | |
4 | Fidelity Growth & Income Portfolio (FGRIX) | $50,001 - $100,000 | None (or less than $201) | |
5 | NINELAND LLC - parking lot(value not readily ascertainable) | partnership income | $22,347 | |
6 | U.S. bank account #5 | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. bank account #8 | $1,001 - $15,000 | None (or less than $201) | |
8 | Ally Financial, Inc. (ALLY) | $15,001 - $50,000 | Dividends Interest Capital Gains | $201 - $1,000 |
9 | Alphabet, Inc. (GOOGL) | $15,001 - $50,000 | Capital Gains | $2,501 - $5,000 |
10 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) |
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 |
|---|---|---|
2 | 2 | This income amount covers both 2020 and 2021. |
2 | 5 | This income amount covers both 2020 and 2021. |
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