Estimated Net Worth
  • estimated net worth
    $7.6 M - $15.3 M
Salary
  • salary
    Unknown
Employment
  • Started 06/30/2024

Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
General Counsel
2/2021
2
Washington, District of Columbia
General Counsel
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Barack Obama Foundation
Salary
$29,275
2
Personal Office of Barack and Michelle Obama (Family office for former president and family.)
Salary/Bonus
$3,400
3
Covington & Burling, defined contribution plan
3.1
Schwab Indexed Ret Tr Fnd 2050
$50,001 - $100,000
None (or less than $201)
3.2
Schwab US Treasury Money Fund Investor Class Shares (SNSXX)
None (or less than $1,001)
None (or less than $201)
4
The Barack Obama Foundation, defined contribution plan
4.1
BlackRock LifePath Index 2050 K
$100,001 - $250,000
None (or less than $201)

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.
9/2014
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2017

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
Sidley Austin LLP, defined contribution plan
1.1
Harbor Capital Appreciation Fund Institutional Class Shares (HACAX)
$15,001 - $50,000
None (or less than $201)
1.2
State Street S&P 500 Index Non-Lending Series Cl K
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard Extended Market Index Institutional
None (or less than $1,001)
None (or less than $201)
1.4
American Funds Europacific Growth R6
None (or less than $1,001)
None (or less than $201)
1.5
Vanguard Developed Markets Index Institutional
None (or less than $1,001)
None (or less than $201)
1.6
PIMCO total return A
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
None (or less than $1,001)
None (or less than $201)
1.8
Vanguard Instl Trgt Retire 2050 Ins
$1,001 - $15,000
None (or less than $201)
1.9
Firm Directed Portfolio
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$250,001 - $500,000
None (or less than $201)
2
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Target Retirement 2060 Mutual Fund
$100,001 - $250,000
$1,001 - $2,500
4
PayPal Holdings Inc Common Stock
$1,001 - $15,000
None (or less than $201)
5
Northern Trust Common Stock
$1,001 - $15,000
None (or less than $201)
6
Thermo Fisher Scientific Inc. Common Stock
$15,001 - $50,000
None (or less than $201)
7
Schwab US SmallCap ETF Equity Index Fund
$1,001 - $15,000
None (or less than $201)
8
Schwab US Large Growth ETF Equity Index Fund
$15,001 - $50,000
None (or less than $201)
9
Schwab US MidCap ETF Equity Index Fund
$1,001 - $15,000
None (or less than $201)
10
Accenture Plc Class A Common Stock
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Bank of America Common Stock
Sale
04/14/2021
$100,001 - $250,000
2
Bank of America Preferred Security xxxxxxEL4
Sale
04/14/2021
$50,001 - $100,000
3
JPMorgan Chase Common Stock
Sale
04/14/2021
$250,001 - $500,000
4
PayPal Holdings Inc Common Stock
Sale
04/14/2021
$500,001 - $1,000,000
5
PNC Finl Services Grp Common Stock
Sale
04/14/2021
$100,001 - $250,000
6
Mastercard Inc Common Stock
Sale
04/14/2021
$500,001 - $1,000,000
7
Northern Trust Common Stock
Sale
04/14/2021
$50,001 - $100,000
8
CitiGroup Inc Preferred Security xxxxxxKM2
Sale
04/14/2021
$50,001 - $100,000
9
Bank of America Preferred Security xxxxxx229
Sale
04/14/2021
$100,001 - $250,000
10
KeyCorp Preferred Security xxxxxx876
Sale
04/14/2021
$100,001 - $250,000

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
6
4
Asset sold in January 2022.
6
5
Asset sold in January 2022.
7
45
Sale occurred before filer's appointment. Including on this Report because asset was inadvertently listed on the New Entrant 278.
7
46
Sale occurred before filer's appointment. Including on this Report because asset was inadvertently listed on the New Entrant 278.

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