Estimated Net Worth
- $900 K - $2.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | American Bar Association - Section of Environment, Energy, and Resources | Chicago, Illinois | Chair Elect and Chair | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Advanced Energy Economy 401K Plan | |||
1.1 | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Jenner & Block LLC Profit Sharing Plan #201 401(k) | |||
2.1 | Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Edison Electric Institute Cooperative Savings Plan 401(k) | |||
3.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Modrall, Sperling, Roehl, Harris & Sisk, PA 401k Profit Sharing Plan & TRST | |||
4.1 | Vanguard Windsor II Fund Investor Shares (VWNFX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Vanguard Mid-Cap Index Fund Investor Shares (VIMSX) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Vanguard International Growth Fund Investor Shares (VWIGX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Advanced Energy Economy | 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. | 1/2019 |
2 | Jenner & Block | Washington, District of Columbia | I plan to roll over this account balance into a separate retirement account in 2024 that is not affiliated with Jenner & Block. The plan sponsor will not make further contributions after my separation. | 5/2017 |
3 | Edison Electric Institute | Washington, District of Columbia | I plan to roll over this account balance into a separate retirement account in 2024 that is not affiliated with Edison Electric Institute. The plan sponsor will not make further contributions after my separation. | 8/2008 |
4 | Modrall, Sperling, Roehl, Harris & Sisk, PA | Albuquerque, New Mexico | I plan to roll over this account balance into a separate retirement account in 2024 that is not affiliated with Modrall Sperling. The plan sponsor will not make further contributions after my separation. | 5/2003 |
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 | Akin Gump Strauss Hauer & Feld | salary, bonus | ||
2 | Juli IRA # 1 with First Command Asset Management Solutions | |||
2.1 | FEDERATED HERMES GOVT OBLIG SS (Money Market Fund) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Artisan Developing World Fund Advisor Class Shares (APDYX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint Investment Account | |||
1.1 | FEDERATED HERMES GOVT OBLIG SS (Money Market) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Artisan Developing World Fund Advisor Class Shares (APDYX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Hartford Municipal Opportunities Fund Class I Shares (HHMIX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | JOHCM International Select Fund Class I Shares (JOHIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | MFS Global Real Estate Fund Class I Shares (MGLIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | American Bar Association Section of Environment, Energy, and Resources | Chicago, Illinois | Reimbursement for airfare and hotel expenses incurred to travel to and participate in Winter Council Meeting in Phoenix, AZ as part of duties as Chair Elect of the Section. | $1,729.78 |
2 | American Bar Association, Section of Environment, Energy, and Resources | Chicago, Illinois | Reimbursement for hotel expenses incurred to attend Spring Council Meeting in Denver, CO as part of duties as Chair Elect of the Section. | $506.98 |
3 | American Bar Association, Section of Environment, Energy, and Resources | Chicago, Illinois | Reimbursement for airfare and hotel expenses incurred to travel to and participate in the ABA Annual Meeting in Denver, CO as part of duties as Chair Elect and Chair of the Section. | $1020.88 |
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Leadership role in non-profit voluntary professional/bar organization. Unpaid. |
9 | 1 | Airfare = $439.46 Hotel stay at site of meetings = $1300.32 |
9 | 3 | Airfare = $500 Hotel = $520.88 |
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