Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $2.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (08/17/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Consultant
Present
2
Washington, District of Columbia
Partner
7/2021
3
Bethesda, Maryland
Trustee
Present
4
Bethesda, Maryland
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Morgan, Lewis & Bockius, LLP (Law firm)
1.1
Law firm partner income
Income + preferred distributions + bonus
$734,498
1.2
Tax receivable, held by law firm for payment of my share of 2021composite taxes
$15,001 - $50,000
None (or less than $201)
2
Traditional IRA
2.1
Vanguard Federal Money Market Fund
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX)
$500,001 - $1,000,000
None (or less than $201)
3
Traditional IRA Brokerage
3.1
U.S. investment account (cash)
$1,001 - $15,000
None (or less than $201)
4
Morgan Lewis Defined Contribution Plan
4.1
Vanguard Target Retirement 2030 Trust 1
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington DC, District of Columbia
I will continue to participate in my Morgan Lewis defined contribution plans but the firm no longer makes contributions.
10/2018
2
Washington, District of Columbia
I will continue to participate in my Morgan Lewis defined contribution plans but the firm no longer makes contributions.
10/2018
3
Washington, District of Columbia
I may continue my coverage in a Met-Life life insurance plan through the firm. If I do so, I will be responsible for the premiums.
10/2020

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Chicago, Illinois
Legal representation
2
Seattle, Washington
Legal counsel
3
Rosemead, California
Legal counsel
4
Santa Clarita, California
Legal counsel
5
Chicago, Illinois
Legal counsel
6
Ridgefield Park, New Jersey
Legal counsel
7
Washington, District of Columbia
Legal counsel
8
Bethlehem, Pennsylvania
Legal Counsel
9
Beverley Hills, California
Legal counsel
10
Wilmington, Delaware
Legal counsel

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
U.S. Bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. Bank #1 (cash)
$500,001 - $1,000,000
None (or less than $201)
3
U.S. Bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
4
Maryland College Savings Plan #1
cash payments
$917
4.1
Balanced Portfolio
$1,001 - $15,000
None (or less than $201)
4.2
Global Equity Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
5
4 Year Florida University Plan #1
$15,001 - $50,000
None (or less than $201)
6
Residential Rental property, St. Augustine FL
None (or less than $1,001)
Capital Gains Rent or Royalties
$100,001 - $1,000,000
7
Maryland College Savings Plan #3
7.1
Global Equity Market Index Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$100,001 - $250,000
2005
20 years
2
Citi Mortgage
$250,001 - $500,000
2020
30 years
3
PNC
$100,001 - $250,000
2018
5 year maturity date

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1.2
Receivable liquidated subsequent to 8/17.
8
1
I sold this property in 2020 and paid off the mortgage,
8
3
This loan was paid off in July 2021.

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