Robert T. Anderson
Solicitor
Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $3.0 M - $6.8 M
Salary
  • 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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