Laurence M. Schwartztol
Special Assistant to the President and Associate Counsel
Estimated Net Worth
  • estimated net worth
    $383 K - $1.5 M
Salary
  • salary
    $130 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (05/07/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Watertown, Massachusetts
Counsel
1/2021
2
Boston, Massachusetts
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
CASH
$1,001 - $15,000
None (or less than $201)
2
AUEIX
$1,001 - $15,000
None (or less than $201)
3
BAFWX
$1,001 - $15,000
None (or less than $201)
4
BARIX
$1,001 - $15,000
$201 - $1,000
5
BDSIX
$1,001 - $15,000
None (or less than $201)
6
BGHIX
$1,001 - $15,000
None (or less than $201)
7
CSVIX
$1,001 - $15,000
Dividends Capital Gains
$201 - $1,000
8
CTHAX
$1,001 - $15,000
Dividends Capital Gains
$201 - $1,000
9
DEMIX
$1,001 - $15,000
None (or less than $201)
10
EGFIX
$1,001 - $15,000
Capital Gains
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Watertown, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions when I separated.
5/2017
2
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions when I separated.
8/2015

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
Harvard University
salary, bonus
2
HARVARD UNIVERSITY TAX-DEFERRED ANNUITY PLAN
2.1
Vanguard Target Retirement 2045 Inst
$100,001 - $250,000
None (or less than $201)
3
RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIV
3.1
Vanguard Target Retirement 2045 Inst
$100,001 - $250,000
None (or less than $201)
4
Vang Inst Tg Rtm 45 Inst
$1,001 - $15,000
None (or less than $201)
5
Advance on forthcoming book publication from Liveright/Norto
Rent or Royalties
$15,001 - $50,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Rent on primary residence
Rent or Royalties
$15,001 - $50,000
2
CTHAX (American Funds 2030 529A)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$10,001 - $15,000
2021
Revolving
2
DBEAG
$15,001 - $50,000
2005
22
3
Chase
$1,000,001 - $5,000,000
2021
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Term information provided is approximate.

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