Lafe E. Solomon
Seinor Advisor
Estimated Net Worth
  • estimated net worth
    $9.1 M - $36.2 M
Salary
  • salary
    Unknown
Employment
  • Started 07/25/2021

Financial Disclosure Details - OGE Form 278e (05/10/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Solomon Family Foundation, Inc.
Bethesda, Maryland
President and Director (unpaid)
Present
2
Standby Guardianship Project, Inc.
Bethesda, Maryland
Director (unpaid)
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Lafe Solomon Individual Retirement Account
1.1
Abbott Laboratories
$1,001 - $15,000
None (or less than $201)
1.2
Abbvie Inc
$15,001 - $50,000
Dividends
$1,001 - $2,500
1.3
Adobe Inc
$1,001 - $15,000
None (or less than $201)
1.4
Alphabet Inc. Class C
$15,001 - $50,000
None (or less than $201)
1.5
Alphabet Inc Class A
$15,001 - $50,000
None (or less than $201)
1.6
Amgen
$15,001 - $50,000
Dividends
$201 - $1,000
1.7
Apple
$1,001 - $15,000
None (or less than $201)
1.8
AT&T
$1,001 - $15,000
Dividends
$201 - $1,000
1.9
Berkshire Hathaway Class B
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Catherine Crockett Beneficiary IRA--MKS
1.1
Centennial Bank
$1,001 - $15,000
None (or less than $201)
1.2
CVS
$1,001 - $15,000
None (or less than $201)
1.3
Merck
$1,001 - $15,000
None (or less than $201)
1.4
Microsoft
$1,001 - $15,000
None (or less than $201)
1.5
Champlain Mid Cap Instl Cl
$1,001 - $15,000
None (or less than $201)
1.6
Franklin Rising Dividends Advisor Cl
$15,001 - $50,000
$201 - $1,000
1.7
Goldman Sachs US Equity Dividend & Premium Investor cl
$15,001 - $50,000
$201 - $1,000
1.8
Hartford Balanced Income Cl I
$1,001 - $15,000
$201 - $1,000
1.9
Hartford Growth Opptys Cl I
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Lafe Solomon Revocable Trust--RBC
1.1
American Century Ultra Fund
$15,001 - $50,000
None (or less than $201)
1.2
Apple
$100,001 - $250,000
Dividends
$1,001 - $2,500
1.3
AT&T
$15,001 - $50,000
Dividends
$1,001 - $2,500
1.4
Berkshire Hathaway Class B
$100,001 - $250,000
None (or less than $201)
1.5
Bristol Myers
$50,001 - $100,000
Dividends
$1,001 - $2,500
1.6
Chevron
$15,001 - $50,000
Dividends
$201 - $1,000
1.7
Comcast
$1,001 - $15,000
None (or less than $201)
1.8
Cummins
$50,001 - $100,000
Dividends
$1,001 - $2,500
1.9
Dow
$50,001 - $100,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
NIKE, Inc. (NKE)
Sale
01/12/2022
$1,001 - $15,000
2
Albemarle Corp. (ALB)
Purchase
02/03/2022
$1,001 - $15,000
3
ASML
Purchase
02/03/2022
$1,001 - $15,000
4
Cheniere Energy, Inc. (LNG)
Purchase
02/03/2022
$1,001 - $15,000
5
3M Co. (MMM)
Sale
02/03/2022
$1,001 - $15,000
6
NOW
Purchase
02/03/2022
$1,001 - $15,000
7
Synopsys, Inc. (SNPS)
Purchase
02/03/2022
$1,001 - $15,000
8
Twilio, Inc. (TWLO)
Sale
02/03/2022
$1,001 - $15,000
9
Loomis Sayles Core Plus Bond Fund Class Y Shares (NERYX)
Sale
02/02/2022
$1,001 - $15,000
10
MFS Mid Cap Growth Fund Class I Shares (OTCIX)
Sale
02/03/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper
$250,001 - $500,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
16
Spin-off from ATT
7
17
Spin-off from ATT

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