Estimated Net Worth
- $2.1 M - $5.3 M
Salary
- Unknown
Employment
- Started 04/20/2021
Financial Disclosure Details - OGE Form 278e (08/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Washington, District of Columbia | Non-equity Partner | 4/2021 | |
2 | New York, New York | Distinguished Senior Fellow/Adjunct Professor of Law | 4/2021 | |
3 | Arlington, Virginia | Member, Board of Managers | 4/2021 | |
4 | Falls Church, Virginia | Member, Board of Advisors | 4/2021 | |
5 | Washington, District of Columbia | Member, Board of Directors | 4/2021 | |
6 | Washington, District of Columbia | Commissioner | 4/2021 | |
7 | New York, New York | Member, Security Advisory Board | 4/2021 | |
8 | Washington, District of Columbia | Manager | Present | |
9 | Washington, District of Columbia | Co-Chair, Cybersecurity Group | 4/2021 | |
10 | Providence, Rhode Island | Member, Board of Overseers | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | O'Melveny & Myers LLP | Salary | $130,523 | |
2 | Accenture Federal Services | Director Fees | $49,025 | |
3 | Cognosante LLC (Health care technology) | Director Fees | $112,500 | |
4 | New York University School of Law | Salary | $43,088 | |
5 | New York University TIAA Retirement | |||
5.1 | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | None (or less than $201) | |
6 | O'Melveny & Myers LLP 401(k) | |||
6.1 | Fidelity Freedom Index 2030 Fund Investor Class Shares (FXIFX) | $100,001 - $250,000 | None (or less than $201) | |
7 | Cognosante LLC (Health care technology) vested restricted stock units (Repurchased upon resignation) | None (or less than $1,001) | Cash payment | $341,352 |
8 | LOM Strategies, LLC (security consulting, value reflects U.S. bank cash account) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | New York, New York | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | |
2 | Washington, District of Columbia | I continue to be a beneficiary of this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2019 | |
3 | Washington, District of Columbia | My consulting business continues to be inactive during my appointment. | 2/2021 | |
4 | Falls Church, Virginia | Pursuant to company's director compensation plan, upon my resignation the company repurchased my vested restricted stock units and I received a cash payout. | 4/2021 |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Brokerage account #1 | |||
1.1 | Communication Services Select Sector SPDR Fund (XLC) | None (or less than $1,001) | $2,501 - $5,000 | |
1.2 | Health Care Select Sector SPDR Fund (XLV) | None (or less than $1,001) | $2,501 - $5,000 | |
1.3 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | None (or less than $1,001) | $201 - $1,000 | |
1.4 | iShares 0-5 Year TIPS Bond ETF (STIP) | None (or less than $1,001) | $201 - $1,000 | |
1.5 | Consumer Staples Select Sector SPDR Fund (XLP) | None (or less than $1,001) | $201 - $1,000 | |
1.6 | Energy Select Sector SPDR Fund (XLE) | None (or less than $1,001) | $201 - $1,000 | |
1.7 | Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Technology Select Sector SPDR Fund (XLK) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | SPDR Portfolio Short Term Corporate Bond ETF (SPSB) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Facebook, Inc. (FB) | Sale | 07/15/2021 | $15,001 - $50,000 |
2 | NVIDIA Corp. (NVDA) | Sale | 07/15/2021 | $15,001 - $50,000 |
3 | Abbott Laboratories (ABT) | Sale | 07/15/2021 | $1,001 - $15,000 |
4 | AbbVie, Inc. (ABBV) | Sale | 07/15/2021 | $1,001 - $15,000 |
5 | Air Products and Chemicals, Inc. (APD) | Sale | 07/15/2021 | $1,001 - $15,000 |
6 | Alibaba Group Holding LT (BABA) | Sale | 07/15/2021 | $1,001 - $15,000 |
7 | Alphabet, Inc. Class C (GOOG) | Sale | 07/15/2021 | $1,001 - $15,000 |
8 | Alphabet, Inc. Class A (GOOGL) | Sale | 07/15/2021 | $1,001 - $15,000 |
9 | Amazon.com, Inc. (AMZN) | Sale | 07/15/2021 | $15,001 - $50,000 |
10 | American Express Co. (AXP) | Sale | 07/15/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
Nothing reported in this section |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
1 | 4 | Non-fiduciary role |
1 | 7 | Uncompensated service. |
1 | 8 | LOM Strategies, LLC is a single-member limited liability company for which I am the sole member. |
7 | 133 | The amount of this transaction at the time of sale was believed to be below $1,000, and therefore this transaction was not reported on the Form 278T filed after divestiture of filer's assets. During the preparation of this Annual Report, it was discovered that the transaction amount was between $1,000 and $2,000. Therefore, this transaction is now reported. The transaction amount re-verification also applies to: Line 135 Altria Group, Inc., Line 136 Amerisourcebergen Corp., Line 138 Best Buy Co., Inc., Line 139 Capital One Finl, Line 148 Phillips 66 SHS, and Line 150 Schwab Charles Corp New. All of these transactions have now been verified to have been between $1,000 and $2,000 and are reported on this Report. |
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