Estimated Net Worth
  • estimated net worth
    $3.2 M - $7.8 M
Salary
  • salary
    Unknown
Employment
  • Started 12/16/2021

Financial Disclosure Details - OGE Form 278e (04/13/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Vice President
2/2020
2
Edwards, Colorado
President
Present
3
Brooklyn, New York
Trustee
Present
4
Seattle, Washington
Member, Board of Directors
Present
5
Brooklyn, New York
Member, Board of Managers
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
WSP (Engineering and consulting firm)
Salary/Bonus
$42,034
2
Karen J Hedlund, PC (Law Firm (Self))
$15,001 - $50,000
Business Income
$114,928
3
Rollover IRA
Cash distribution
$42,865
3.1
U.S. sweep (cash)
$15,001 - $50,000
None (or less than $201)
3.2
DFA Five-Year Global I(DFGBX)
$100,001 - $250,000
None (or less than $201)
3.3
DFA Two-Year Global I(DFGFX)
$100,001 - $250,000
None (or less than $201)
3.4
Vangrd Emrg Mkts Govt ETF(VWOB)
$100,001 - $250,000
None (or less than $201)
3.5
Vanguard Bond Indx Adm(VBTLX)
$250,001 - $500,000
None (or less than $201)
3.6
Vanguard Infl Prot Adm(VAIPX)
$100,001 - $250,000
None (or less than $201)
3.7
Vanguard ST Bond Adm(VBIRX)
$500,001 - $1,000,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Edwards, Colorado
My law and consulting firm will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. It also has defined contribution plan, and will not make any further contributions after I enter government service.
4/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
Vice President, Advisory Services Group, transportation consulting
2
New York, New York
Independent consultant providing transportation consulting services
3
New York, New York
Transportation consulting
4
Edwards, Colorado
Transportation law and consulting
5
Seattle, Washington
Transportation consulting
6
Eagle, Colorado
Consultant in connection with STB filings
7
San Bernardino, California
Advise in connection with development of high speed rail project
8
Los Angeles, California
Transportation consulting
9
Cincinnati, Ohio
Advice relating to responding to RFP from a transportation agency

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
Residential real estate, Edwards Colorado
$500,001 - $1,000,000
Rent or Royalties
$5,001 - $15,000
2
Brokerage account (revocable trust)
2.1
U.S. sweep (cash)
None (or less than $201)
2.2
DFA Inte-Term Muni I(DFTIX)
$100,001 - $250,000
$2,501 - $5,000
2.3
Vanguard IntmTrm Tx-Ex Adm(VWIUX)
$15,001 - $50,000
$201 - $1,000
2.4
Chevron Corp(CVX)
$1,001 - $15,000
Dividends
$201 - $1,000
2.5
ConocoPhillips(COP)
$1,001 - $15,000
None (or less than $201)
2.6
Phillips 66(PSX)
$1,001 - $15,000
None (or less than $201)
2.7
Materials SPDR ETF(XLB)
$1,001 - $15,000
$201 - $1,000
2.8
Caterpillar Inc(CAT)
$1,001 - $15,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$100,001 - $250,000
2007
30 years
2
First Bank
$250,001 - $500,000
2015
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
4
Uncompensated.
2
4
Defined contribution plan
6
2.58
UNP stock was sold on 4/20/21 and will not present a conflict or prohibition for the filer.
6
5
Owner is Karen J Hedlund Insurance Trust dated 11/4/96.
8
1
Repaid in 2020. No amount currently outstanding.

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