1

Ann Arbor, Michigan

Professor of Law

Present

2

Lansing, Michigan

Commissioner and Chair

1/2021

3

Ann Arbor, Michigan

Commissioner

1/2021

4

Ann Arbor, Michigan

Board Member

1/2021

5

Ann Arbor, Michigan

Board Member

1/2021

6

Detroit, Michigan

Cooperating Attorney

1/2021

7

Washington, District of Columbia

Contractor

10/2020

8

New York, New York

Contractor

5/2019

1

University of Michigan

Salary

$341,352

2

Michigan Employment Relations Commission

Salary

$49,557

3

University of Michigan 401(a) Basic Retirement Plan

3.1

Fidelity Total Market Index Fund

$500,001 - $1,000,000

None (or less than $201)

3.2

Fidelity International Index

$100,001 - $250,000

None (or less than $201)

3.3

Fidelity US Bond Index

$15,001 - $50,000

None (or less than $201)

4

Roth IRA

4.1

Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)

$50,001 - $100,000

None (or less than $201)

5

University of Michigan 403(b) Basic Retirement Plan

5.1

Fidelity Total Market Index Fund

$100,001 - $250,000

None (or less than $201)

1

Ann Arbor, Michigan

I began an unpaid leave of absence from my faculty position when I assumed my position at the Office of Management & Budget, and I will continue that leave in the position for which I have been nominated. The leave lasts for one year, subject to renewal by the University's Regents.

1/2021

2

Ann Arbor, Michigan

I will continue to participate in the 401(a) Basic Retirement Plan. The University will not make contributions during my leave.

7/2009

3

Ann Arbor, Michigan

I will continue to participate in the 403(b) Basic Retirement Plan. The University will not make contributions during my leave.

7/2009

4

Ann Arbor, Michigan

I will continue to participate in the 403(b) Supplemental Plan (Supplemental Retirement Account). The University will not make contributions during my leave.

7/2009

5

Ann Arbor, Michigan

I will continue to participate in the 457(b) Deferred Compensation Plan. The University will not make contributions during my leave.

7/2009

6

St. Louis, Missouri

I will continue to participate in the Washington University Retirement Savings Plan, but the plan sponsor no longer makes contributions.

7/2004

7

Cambridge, Massachusetts

I will continue to participate in the Retirement Income Plan for Teaching Faculty of Harvard University, but the plan sponsor no longer makes contributions.

7/2000

8

Cambridge, Massachusetts

I will continue to participate in the Harvard University Tax-Deferred Annuity Plan, but the plan sponsor no longer makes contributions.

7/2000

9

Ann Arbor, Michigan

My solo legal practice will remain dormant during my appointment. My only outstanding client fees are fee interests in two contingency fee cases. (The fee interests in the contingency fee cases were forfeited as of July 16, 2021.)

7/2011

1

Ann Arbor, Michigan

Law professor

2

Lansing, Michigan

Commissioner and Chair

3

New Orleans, Louisiana

Legal services

4

Washington, District of Columbia

Contractor (contracted to write a legal report)

5

New York, New York

Contractor (legal research)

6

Iowa City, Iowa

Distinguished visitor and lecturer

7

Trinidad, Colorado

Legal services

1

Burns Charest, LLP (law firm)

Expert Witness Fees

2

University of Michigan

Salary

3

Commonwealth of Kentucky

Consulting Fees

4

Roth IRA

4.1

Vanguard Total Stock Market Admiral

$50,001 - $100,000

None (or less than $201)

5

University of Michigan 457(b) Deferred Compensation Plan

5.1

Fidelity Total Market Index Fund

$100,001 - $250,000

None (or less than $201)

5.2

Fidelity International Index

$50,001 - $100,000

None (or less than $201)

5.3

Fidelity US Bond Index

$1,001 - $15,000

None (or less than $201)

6

University of Michigan 403(b) Supplemental Plan (Supplemental Retirement Account)

1

U.S. Brokerage Account #1

1.1

Fidelity ZERO Total Market Index Fund (FZROX)

$15,001 - $50,000

$201 - $1,000

2

U.S. Brokerage cash account

$1,001 - $15,000

None (or less than $201)

3

U.Fund College Investing Plan #1 (Massachusetts 529 college savings plan)

3.1

MA College Portfolio (Fidelity Funds)

$1,001 - $15,000

None (or less than $201)

4

U.S. Brokerage Account #2

4.1

Vanguard Cash Reserves Federal Money Market Fund - Admiral Shares (VMRXX)

$1,001 - $15,000

None (or less than $201)

4.2

Vanguard Total International Stock Index Fund - Admiral Shares (VTIAX)

$15,001 - $50,000

$15,001 - $50,000

4.3

Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)

$100,001 - $250,000

$100,001 - $1,000,000

5

MOST—Missouri's 529 Education Plan #1

Cash Payment

$45,123

1

TRUE Community Credit Union

$15,001 - $50,000

2021

10 years

2

J.P. Morgan Chase Bank, N.A.

$100,001 - $250,000

2012

15 years

3

Pentagon Federal Credit Union

$15,001 - $50,000

2020

7 years

4

Mr. Cooper

$500,001 - $1,000,000

2021

30 years

1

1

On leave for one year, subject to renewal by the Regents, pursuant to University leave policy.

1

2

The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.

1

6

Pro bono.

2

2

The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.

2

15

Subsequent to the date of filing this report, the filer forfeited his interest in these contingency fee cases. See Part 3, line 9.

4

2

The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.