Kate Heinzelman
General Counsel
Estimated Net Worth
  • estimated net worth
    $4.8 M - $14.0 M
Salary
  • salary
    Unknown
Employment
  • Started 07/14/2022

Financial Disclosure Details - OGE Form 278e (12/14/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner (previously Counsel)
7/2020
2
Washington, District of Columbia
Director of Vetting
1/2021
3
Washington, District of Columbia
Protector
Present
4
Washington, District of Columbia
Trustee
Present
5
Washington, District of Columbia
Trustee
Present
6
P.C. Irrevocable Trust (Family Trust)
New York, New York
Trustee
Present
7
New York, New York
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
SPDR S&P MidCAP 400 ETF Trust
$15,001 - $50,000
None (or less than $201)
1.2
Blackrock Global Allocation I
$15,001 - $50,000
None (or less than $201)
1.3
U.S. sweep account (cash)
$15,001 - $50,000
None (or less than $201)
2
PT Fund, Inc. (Presidential Transition)
Salary
$70,835
3
Sidley Austin LLP
Partnership Share
$411,943
4
Sidley Austin 401(k) Savings and Investment Plan
4.1
State Street S&P 500 Index Non-Lending Series CL K
$50,001 - $100,000
None (or less than $201)
4.2
Vanguard Developed Markets Index Instl
$15,001 - $50,000
None (or less than $201)
4.3
Vanguard Emerging Markets Stock Index Instl
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Savings and Investment Plan: I will continue to participate in the Savings and Investment Plan, a defined contribution plan. The plan sponsor has not made any further contributions after my separation. The firm has informed me that, if I were to return to Sidley Austin within five years of departure, after completing one year of service with the firm, my previously forfeited interests in the Mandatory Savings and Investment Plan would be restored to my account.
10/2017
2
Washington, District of Columbia
Retirement Plan for Partners: I forfeited my interests in this plan upon separation from the firm. The firm has informed me that, if I were to return to Sidley Austin within five years of departure, after completing one year of service with the firm, my previously forfeited interests in the plan would be restored to my account.
1/2020
3
Washington, District of Columbia
Cash Balance Plan: I forfeited my interests in this plan upon separation from the firm. The firm has informed me that, if I were to return to Sidley Austin within five years of departure, my previously forfeited interests in the plan would be restored and I would be eligible to receive any interest credits I would have been entitled to had I not withdrawn from the firm.
1/2020

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Partner
2
Secaucus, New Jersey
Legal services
3
Deerfield, Illinois
Legal services
4
Evercore Partners
New York, New York
Legal services
5
DaVita, Inc.
Denver, Colorado
Legal services
6
Metropolitan Life Insurance Co.
New York, New York
Legal services
7
Dallas, Texas
Legal services
8
U.S. Chamber Institute for Legal Reform
Washington, District of Columbia
Legal services
9
Cigna Corp.
Bloomfield, Connecticut
Legal services
10
HMS Holdings Corp.
Irving, Texas
Legal services

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Quinn Emanuel Urquhart & Sullivan LLP (law firm)
Partnership Share
2
Roth IRA
2.1
Vanguard Total Stock Market ETF
$50,001 - $100,000
None (or less than $201)
2.2
Vanguard FTSE Emerging Markets ETF
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard FTSE Developed Markets ETF
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Dividend Appreciation ETF
$1,001 - $15,000
None (or less than $201)
3
Quinn Emanuel Urquhart & Sullivan LLP (401K)
3.1
iShares S&P Index 500 Fund
$250,001 - $500,000
None (or less than $201)
3.2
iShares MSCI EAFE International Index Fund
$100,001 - $250,000
None (or less than $201)
4
Quinn Emanuel Urquhart & Sullivan LLP, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Northwest Mutual, whole life insurance policy
$100,001 - $250,000
None (or less than $201)
2
U.S. Checking Account #1
$15,001 - $50,000
None (or less than $201)
3
U.S. Brokerage Account #1
3.1
Vanguard Total Stock Market ETF
$1,000,001 - $5,000,000
$15,001 - $50,000
3.2
Vanguard FTSE Developed Market ETF
$250,001 - $500,000
$5,001 - $15,000
3.3
Vanguard Dividend Appreciation ETF
$250,001 - $500,000
$5,001 - $15,000
3.4
Vanguard Total Bond Market ETF
None (or less than $1,001)
$5,001 - $15,000
3.5
Vanguard Total International Bond ETF
None (or less than $1,001)
$201 - $1,000
3.6
Vanguard FTSE Emerging Markets ETF
$250,001 - $500,000
$15,001 - $50,000
3.7
Vanguard Real Estate ETF
$100,001 - $250,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
J.P. Morgan Chase
$500,001 - $1,000,000
2021
15 years
2
J.P. Morgan Chase
$1,000,001 - $5,000,000
2021
30 years
3
SunTrust
$500,001 - $1,000,000
2015
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
3
Uncompensated position.
1
4
Uncompensated position.
1
5
Uncompensated position.
1
6
Uncompensated position.
1
7
Uncompensated position.
6
10.5
The trust no longer holds this asset.
8
3
Paid off through refinancing

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