Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $5.4 M - $20.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/27/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
Present
2
Washington, District of Columbia
Volunteer, DOJ Agency Review Team
1/2021
3
Arlington, Virginia
Board of Advisors
12/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Davis Polk 401k Plan
1.1
DODGE & COX INTL STK (DODFX)
$15,001 - $50,000
None (or less than $201)
1.2
ROYCE TOT RET INST (RTRIX)
$15,001 - $50,000
None (or less than $201)
1.3
FIDELITY 500 INDEX (FXAIX)
$100,001 - $250,000
None (or less than $201)
1.4
MORGAN STANLEY INSTITUTIONAL FUND CP FX INC I (MPFIX)
$50,001 - $100,000
None (or less than $201)
2
Davis Polk HR10 Plan
2.1
DODGE & COX INTK STK (DODFX)
$50,001 - $100,000
None (or less than $201)
2.2
ROYCE TOT RET INST (RTRIX)
$50,001 - $100,000
None (or less than $201)
2.3
PIMCO TOTAL RET INST (PTTRX)
$50,001 - $100,000
None (or less than $201)
2.4
MORGAN STANLEY INSTITUTIONAL FUND CP FX INC I (MPFIX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive my final partnership share distribution in accordance with the firm's standard policies. The total amount of the payments will be calculated as of the date of my withdrawal.
6/2021
2
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a lump sum partnership withdrawal payment made to all departing partners in accordance with the firm's standard policies.
4/2014
3
New York, New York
I will continue to participate in this 401K defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/2014
4
New York, New York
I will continue to participate in this HR-10 defined contribution plan. The plan sponsor will note make any further contributions after my separation.
4/2014
5
New York, New York
I will continue to participate in this defined benefit plan. The plan sponsor will not make further contributions after my separation.
4/2014

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Wilmington, Delaware
Legal services (client of Davis Polk &Wardwell)
2
San Jose, California
Legal services (client of Davis Polk & Wardwell)
3
Auburn Hills, Michigan
Legal services for Emanuele Palma (client of Davis Polk & Wardwell) pursuant to an indemnity agreement.
4
Irving, Texas
Legal services (client of Davis Polk & Wardwell)
5
Menlo Park, California
Legal services (client of Davis Polk & Wardwell)
6
Arlington, Virginia
Legal services (client of Davis Polk & Wardwell)
7
Lewisville, Texas
Legal services (client of Davis Polk & Wardwell)
8
Reston, Virginia
Legal services (client of Davis Polk & Wardwell)
9
New York, New York
Legal services (client of Davis Polk & Wardwell)
10
Montvale, New Jersey
Legal services. (Client of Davis Polk & Wardwell)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA
1.1
DFA US Small Cap Value Port Institutional Class N/L (DFSVX)
$1,001 - $15,000
None (or less than $201)
1.2
DFA US Large Cap Value Port Institutional Class N/L (DFLVX)
$1,001 - $15,000
None (or less than $201)
1.3
DFA US Small Cap Growth Port Institutional Class N/L (DSCGX)
$1,001 - $15,000
None (or less than $201)
1.4
DFA US Large Cap Growth Port Institutional Class N/L (DUSLX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank (cash)
$1,000,001 - $5,000,000
Interest
$5,001 - $15,000
2
PowerField Energy, Inc. (a solar energy company)
$15,001 - $50,000
None (or less than $201)
3
Managed account
3.1
WF MUNICIPAL BOND-R6 (WMBRX)
$15,001 - $50,000
None (or less than $201)
3.2
VANGUARD FTSE EMERGING MARKET (VWO)
$15,001 - $50,000
None (or less than $201)
3.3
U.S. BANK ACCOUNT (CASH)
$15,001 - $50,000
None (or less than $201)
3.4
ISHARES MSCI EAFE SMALL CAP (SCZ)
$1,001 - $15,000
None (or less than $201)
3.5
T ROWE PR VA TAX/FR BND (PRVAX)
$250,001 - $500,000
$201 - $1,000
3.6
PIMCO E/M LCL CUR & BND-INST (PELBX)
$1,001 - $15,000
None (or less than $201)
3.7
NUVEEN INTERM DUR MUNI BD-I (NUVBX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cenlar
$500,001 - $1,000,000
2015
30
2
Citibank (paid off)
$100,001 - $250,000
2019
5
3
Cenlar (paid off)
$500,001 - $1,000,000
2018
30

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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