Estimated Net Worth
- $437 K - $1.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (03/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Perkins Coie LLP | Madison, Wisconsin | Attorney | Present |
2 | Clean Lakes Alliance | Madison, Wisconsin | Community Board Member | Present |
3 | Appellate Practice Section of the Wisconsin State Bar | Madison, Wisconsin | Board Member | Present |
4 | American Constitution Society - Madison Chapter | Madison, Wisconsin | Board Member | 12/2021 |
5 | Urban Triage | Madison, Wisconsin | Board Member | 3/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | State of Wisconsin, 401(a) plan (unvested): | |||
1.1 | Core Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Perkins Coie 401k | |||
2.1 | Vanguard Target Retirement 2050 Trust II | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | American Century Equity Income Fund Class I Shares (ACIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Pacer US Cash Cows 100 ETF (COWZ) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | AB Large Cap Growth Fund, Inc Advisor Class Shares (APGYX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Madison, Wisconsin | I will continue to participate in this 401(a) plan. The plan sponsor will not make further contributions after my separation. | 10/2017 | |
2 | Perkins Coie LLP | Madison , Wisconsin | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2019 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Perkins Coie LLP | Madison, Wisconsin | Legal services |
2 | MediaNews Group | San Jose, California | Legal services |
3 | Seattle, Washington | Legal services | |
4 | London, Outside U.S. | Legal services | |
5 | Small Refinery Owners Ad Hoc Coalition | Brentwood, Tennessee | Legal services |
6 | Calumet Specialty Products Partners, L.P. | Indianapolis, Indiana | Legal services |
7 | New York, New York | Legal services | |
8 | CVR Refining LP | Sugar Land, Texas | Legal services |
9 | Hunt Refining Company | Tuscaloosa, Alabama | Legal services |
10 | CountryMark | Indianapolis, Indiana | Legal services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Pacer US Cash Cows 100 ETF (COWZ) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.2 | Pacer Trendpilot US Large Cap ETF (PTLC) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | American Century Equity Income Fund Class I Shares (ACIIX) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Alps Sector Dividend Dogs ETF (SDOG) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.8 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | Invesco QQQ Trust, Series 1 (QQQ) | $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 |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Sopen Shah that is missing from this database?
Drop us a line at info@insidebidensbasement.org.