Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $3.0 M - $6.8 M
Salary
- Unknown
Employment
- Started 09/29/2021
Financial Disclosure Details - OGE Form 278e (05/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Dowagiac, Michigan | Chief Justice | 2/2021 | |
2 | Washington, District of Columbia | Volunteer | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Rollover IRA | |||
1.1 | Fidelity Capital & Income Fund (FAGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.3 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | $100,001 - $250,000 | None (or less than $201) | |
1.6 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.7 | Fidelity Real Estate Investment Portfolio (FRESX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Fidelity Real Estate Income Fund (FRIFX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Fidelity Advisor Strategic Income Fund Class I Shares (FSRIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2009 | |
2 | Seattle, Washington | UW Supplemental Retirement Plan. I will continue to participate in this defined benefit plan. | 1/2001 | |
3 | Seattle, Washington | Pursuant to University of Washington policy, I continue to receive free access to certain legal research databases and discounted parking. | 1/2001 | |
4 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2009 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Pew Charitable Trusts | Payments as an independent contractor | ||
2 | State of Alaska Defined Benefit Plan (value not readily ascertainable) | Retirement payments | ||
3 | PERS - State of Alaska Supplemental Annuity Plan, Defined Contribution Plan | Cash distributions | $6,650 | |
3.1 | Stable Value Fund | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Passive U.S. Bond Index Fund | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Environmental, Social, and Governance Fund | $50,001 - $100,000 | None (or less than $201) | |
3.4 | US Small Cap Trust | $50,001 - $100,000 | None (or less than $201) | |
3.5 | International Equity Fund | $50,001 - $100,000 | None (or less than $201) | |
3.6 | Alaska Balanced Trust | $15,001 - $50,000 | None (or less than $201) | |
3.7 | World Equity Ex-US Index | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NH College Account (529 plan) | |||
1.1 | NH College Portfolio (Fidelity Blend) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | NH Bank Deposit (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
2 | United States Bank Account #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | United States Credit Union #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | United States Bank Account #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
5 | Heiman-Bradford LLC | |||
5.1 | Residential Real Estate, Reno, Nevada | $250,001 - $500,000 | Rent or Royalties | $1,001 - $2,500 |
6 | The Bois Forte Band of Chippewa, Minnesota | Tribal annual per capita payment | $800 | |
7 | New York Life Secure Term MVA Fixed Annuity IV | $250,001 - $500,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity SAI Inflation-Focused Fund (FIFGX) | Purchase | 01/22/2021 | $1,001 - $15,000 |
2 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | Sale | 01/22/2021 | $1,001 - $15,000 |
3 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | Purchase | 01/22/2021 | $15,001 - $50,000 |
4 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | Sale | 01/22/2021 | $15,001 - $50,000 |
5 | Strategic AdvisersFidelity International Fund (FUSIX) | Purchase | 01/22/2021 | $1,001 - $15,000 |
6 | Fidelity SAI Short Term Bond Fund (FZOMX) | Sale | 01/22/2021 | $1,001 - $15,000 |
7 | Fidelity SAI Low Duration Income Fund (FZOLX) | Sale | 01/22/2021 | $1,001 - $15,000 |
8 | Fidelity Advisor High Income Fund Class I Shares (FGTMX) | Purchase | 01/22/2021 | $1,001 - $15,000 |
9 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | Sale | 02/04/2021 | $1,001 - $15,000 |
10 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | Purchase | 02/04/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Umpqua Bank | $250,001 - $500,000 | 2020 | 20 Year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3.1 | Rolled over into an IRA (Rollover IRA reported on Part 2, Line 1) without an income distribution. |
2 | 3.2 | Rolled over into an IRA (Rollover IRA reported on Part 2, Line 1) without an income distribution. |
2 | 5.1 | Rolled over into an IRA (Rollover IRA reported on Part 2, Line 1) without an income distribution. |
3 | 1 | Participated in this retirement plan during the reporting period, but rolled over the account during the reporting period and do not participate in this plan as of the date of filing. |
3 | 4 | Participated in this retirement plan during the reporting period, but rolled over the account during the reporting period and do not participate in this plan as of the date of filing. |
6 | 2 | Money market account |
8 | 1 | Liability was paid off during the reporting period and is no longer owed as of the date of this filing. |
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