Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.0 M - $2.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/02/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Phoenix, Arizona
Partner (non- equity)
Present
2
Providence, Rhode Island
Member
6/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Squire Patton Boggs (US) LLP (law firm)
Salary
$459,395
2
Squire Patton Boggs (US) LLP (law firm)
Bonus
$25,000
3
Squire Patton Boggs (US) LLP capital account
$15,001 - $50,000
None (or less than $201)
4
Fidelity Rollover IRA
4.1
Destinations Large Cap Equity Instl
$50,001 - $100,000
None (or less than $201)
4.2
Destinations Core Fixed Income Instl
$15,001 - $50,000
None (or less than $201)
4.3
Destinations Intl Equity FD Instl
$15,001 - $50,000
None (or less than $201)
4.4
Destinations Intl Equity FD Instl
$15,001 - $50,000
None (or less than $201)
4.5
Destinations Small Mid Cap Eq Instl
$15,001 - $50,000
None (or less than $201)
4.6
Destinations Global Fixd INC Oppor Instl
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Phoenix, Arizona
Pursuant to the partnership agreement, following my withdrawal from the firm the amount in my capital account will be returned as a lump sum without interest within two (2) years after the last day of the month of my separation from the firm.
3/2017
2
Phoenix, Arizona
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
12/2011
3
Phoenix, Arizona
I will continue to participate in this defined benefit plan.
1/2003

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Phoenix, Arizona
2
Cupertino, California
Legal Services (client of Squire Patton Boggs (US) LLP)
3
Chicago, Illinois
Legal Services (client of Squire Patton Boggs (US) LLP)
4
Cleveland, Ohio
Legal Services (client of Squire Patton Boggs (US) LLP)
5
Phoenix, Arizona
Legal Services (client of Squire Patton Boggs (US) LLP)
6
Memphis, Tennessee
Legal Services (client of Squire Patton Boggs (US) LLP)
7
Joplin, Missouri
Legal Services (client of Squire Patton Boggs (US) LLP)
8
Phoenix, Arizona
Legal Services (client of Squire Patton Boggs (US) LLP)
9
Columbus, Ohio
Legal Services (client of Squire Patton Boggs (US) LLP)
10
The Woodlands, Texas
Legal Services (client of Squire Patton Boggs (US) LLP)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Coppersmith Brockelman PLC (Law Firm)
salary, bonus
2
Coppersmith Brockelman PLC (401(k) plan)
2.1
Vanguard Total Bond Market II Idx Inv
$100,001 - $250,000
None (or less than $201)
2.2
Vanguard Total Stock Market Idx I
$100,001 - $250,000
None (or less than $201)
2.3
Vanguard Total Instl Stock Index Inv
$100,001 - $250,000
None (or less than $201)
2.4
Vanguard Total Bd Idx Admiral
$50,001 - $100,000
None (or less than $201)
2.5
Vanguard Shrt-Term Infl-Prot Sec Idx Adm
$50,001 - $100,000
None (or less than $201)
3
Fidelity Rollover IRA
3.1
Destinations Large Cap Equity Instl
$15,001 - $50,000
None (or less than $201)
3.2
Destinations Core Fixed Income Instl
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Putnam Growth Opportunties-A
$15,001 - $50,000
None (or less than $201)
2
AZ CollegeAccess 529 Savings Plan
2.1
Metropolitan West Total Return Bond A
$1,001 - $15,000
None (or less than $201)
2.2
Metropolitan West Total Return Bond C
$1,001 - $15,000
None (or less than $201)
3
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Bank
$100,001 - $250,000
2012
30 yrs.
2
Wells Fargo Bank
$15,001 - $50,000
2019
Revolving
3
Chase Bank
$100,001 - $250,000
2017
15 yrs.
4
William D. Ford Federal Direct Loan Program
$15,001 - $50,000
2015
10 yrs.
5
Discover
$10,001 - $15,000
2020
Revolving

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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