Estimated Net Worth
- $2.8 M - $9.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/11/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 8/2023 | |
2 | Capital Area Immigrants' Rights (CAIR) Coalition | Washington, District of Columbia | Member, Board of Directors | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Covington & Burling LLP (law firm) | Partnership Share | $1,399,494 | |
2 | Covington & Burling LLP, defined contribution plan: | |||
2.1 | Schwab Indexed Retirement Trust Fund 2040 | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | Covington & Burling LLP, anticipated partnership share | $500,001 - $1,000,000 | None (or less than $201) | |
4 | Covington & Burling LLP | separation payment | $250,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Pursuant to the partnership agreement, I received my final partnership share distributions in installments in Oct. 2023, Dec. 2023, Jan. 2024, and Apr. 2024. The total amount of the payments was calculated and fixed as of the date of my departure from the firm without regard to the firm's profits. | 9/2016 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 11/2008 | |
3 | Washington, District of Columbia | Pursuant to the partnership agreement, my capital account was returned to me after my departure from the firm. | 10/2016 | |
4 | Washington, District of Columbia | Pursuant to the partnership agreement, I received a separation payment. | 10/2016 | |
5 | Washington, District of Columbia | My cash balance pension plan was rolled over directly into my Covington & Burling defined contribution plan. | 10/2016 |
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 | Summit Consulting LLC, defined contribution plan: | |||
1.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA: | |||
2.1 | PGIM Jennison Mid-Cap Growth CL A | $1,001 - $15,000 | None (or less than $201) | |
3 | Deloitte, defined contribution plan: | |||
3.1 | Vanguard Mid-Cap Index Inst Plus | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Total Bond Market Index Trust | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Target Retirement 2035 Trust | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Vanguard Institutional Total Stock Market Index Trust | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard Institutional 500 Index Trust | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank (checking) | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
2 | U.S. Brokerage Account | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Blue Chip Growth ETF Fidelity Blue Chip Growth ETF (FBCG) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | iShares iBonds Dec 2026 Term Corporate ETF (IBDR) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | iShares iBonds Dec 2027 Term Corporate ETF (IBDS) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | iShares iBonds Dec 2023 Term Treasury ETF (IBTD) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares iBonds Dec 2025 Term Corporate ETF | Sale | 09/12/2023 | $1,001 - $15,000 |
2 | iShares iBonds Dec 2026 Term Corporate ETF | Sale | 09/12/2023 | $1,001 - $15,000 |
3 | iShares Russell 1000 Growth ETF | Purchase | 02/10/2023 | $1,001 - $15,000 |
4 | iShares Russell 1000 Growth ETF | Purchase | 01/12/2023 | $15,001 - $50,000 |
5 | iShares iBonds Dec 2029 Term Corporate ETF | Purchase | 09/12/2023 | $1,001 - $15,000 |
6 | iShares iBonds Dec 2030 Term Corporate ETF | Purchase | 09/12/2023 | $1,001 - $15,000 |
7 | iShares iBonds Dec 2026 Term Treasury ETF | Purchase | 09/12/2023 | $1,001 - $15,000 |
8 | iShares iBonds Dec 2027 Term Treasury ETF | Purchase | 09/12/2023 | $1,001 - $15,000 |
9 | iShares Treasury Floating Rate Bond ETF | Sale | 03/29/2023 | $15,001 - $50,000 |
10 | Schwab Indexed Retirement Trust Fund 2040 | Purchase | 12/05/2023 | $250,001 - $500,000 |
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 |
|---|---|---|
1 | 2 | This position is uncompensated. |
2 | 3 | At the end of the reporting period for Part 2 (i.e., as of 12/31/23), I still anticipated receiving partnership share distributions in January 2024 and April 2024 (see Part 3). At the time of filing this report on 5/11/24, I had already received those final two distributions. |
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