Observations
- Millionaire
Estimated Net Worth
- $54.4 M - $173.5 M
Salary
- $180 K
Financial Disclosure Details - OGE Form 278e (05/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | President | Present | |
2 | Washington, District of Columbia | Distinguished Visiting Research Fellow | 1/2021 | |
3 | Los Gatos, California | Director | 1/2021 | |
4 | Cambridge, Massachusetts | Non-Resident Senior Fellow | 1/2021 | |
5 | Spring, Texas | Board Partner | 1/2021 | |
6 | Spring, Texas | Board Partner | 1/2021 | |
7 | Trustee | Present | ||
8 | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SERice LLC | |||
1.1 | Latham and Watkins (1/12/21) | Speaker's fee | $25,000 | |
2 | SEP-IRA | |||
2.1 | UBS BANK DEPOSIT ACCOUNT | $100,001 - $250,000 | None (or less than $201) | |
2.2 | UBS Select Government Investor Fund (SGEXX) | $50,001 - $100,000 | None (or less than $201) | |
3 | BENEFICIARY IRA | |||
3.1 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | $201 - $1,000 | |
3.3 | iShares Core MSCI EAFE ETF (IEFA) | $50,001 - $100,000 | $1,001 - $2,500 | |
3.4 | Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | WASHINGTON, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2002 |
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 | Disney, 401(k) plan: | |||
1.1 | Vanguard 500 Index Fund Institutional Select Shares (VFFSX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | BTC Lifepath 2025 F | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Northern Global Sustainability Index Unitized Fund (NSRIX) | $250,001 - $500,000 | None (or less than $201) | |
2 | Disney, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | RBC Select Balanced Portfolio - Sr. A (RBF460) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank of Nova Scotia (BNS) | $1,000,001 - $5,000,000 | Dividends | $15,001 - $50,000 |
2 | Canadian Imperial Bank of Canada | $1,000,001 - $5,000,000 | Dividends | $15,001 - $50,000 |
3 | Great West Life | $1,000,001 - $5,000,000 | Dividends | $50,001 - $100,000 |
4 | Royal Bank of Canada (RY) | $5,000,001 - $25,000,000 | Dividends | $100,001 - $1,000,000 |
5 | Toronto-Dominion Bank (TD) | $5,000,001 - $25,000,000 | Dividends | $100,001 - $1,000,000 |
6 | iShares MSCI EAFE ETF (EFA) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
7 | SPDR Dow Jones Industrial Average ETF Trust (DIA) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
8 | Bank of Montreal (BMO) | $1,000,001 - $5,000,000 | Dividends | $15,001 - $50,000 |
9 | SPDR S&P 500 ETF Trust (SPY) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
10 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | UBS Select Gov't Investor Fund (SGEXX) | Sale | 04/08/2021 | $15,001 - $50,000 |
2 | Amazon (AMZN) | Sale | 04/12/2021 | $15,001 - $50,000 |
3 | Adobe Inc (ADBE) | Sale | 04/12/2021 | $15,001 - $50,000 |
4 | Apple Inc (AAPL) | Sale | 04/12/2021 | $15,001 - $50,000 |
5 | Bristol Myers Squibb (BMY) | Sale | 04/12/2021 | $15,001 - $50,000 |
6 | Chevron (CVX) | Sale | 04/12/2021 | $15,001 - $50,000 |
7 | CostCo (COST) | Sale | 04/12/2021 | $15,001 - $50,000 |
8 | Clorox (CLX) | Sale | 04/12/2021 | $50,001 - $100,000 |
9 | Alphabet Inc Cl A (GOOGL) | Sale | 04/12/2021 | $50,001 - $100,000 |
10 | Deere and CO (DE) | Sale | 04/12/2021 | $15,001 - $50,000 |
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 |
|---|---|---|
2 | 1 | All fees and payments for speeches and public appearances, books, opinion writing, residuals and travel are received by SERice LLC. |
2 | 6 | Amplo Partners I, LLC porfolio companies are: Robinhood (financial services); Andela (software); Fundbox (small business lending); Doxel (AI for construction); Two Chairs (teletherapy); Helm.ai (autonomous driving AI); Parsley Health (healthcare); Mark 43 (public safety software); Locale (apartment-hotel); Freightwalla (digital freight forwarding); Travelperk (business travel software); and 1 Concern (emergency response technology). |
2 | 7 | Amplo Partners II, LLC portfolio companies are: Robinhood (financial services); Legalpad (immigration/visa technology); BharatPe (digital payments); Kriya Therapeutics (gene therapy); Lightyear (business telecom/IT); Wizehire (small business recruiting platform); Sokowatch (retail); and Sharesies (investment platform). |
6 | 91 | Asset was sold in May 2021. |
6 | 92 | Asset was sold in May 2021. |
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