Estimated Net Worth
- $7.3 M - $27.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (11/01/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Business Council for International Understanding (BCIU) | New York, New York | Vice Chair | Present |
2 | Washington, District of Columbia | Director | Present | |
3 | McLarty Associates LLC | Washington, District of Columbia | President, Vice Chair | 8/2023 |
4 | Institute of the Americas | La Jolla, California | Director | Present |
5 | NAFSA: Association of International Educators | Washington, District of Columbia | Director | Present |
6 | US-India Strategic Partnership Forum | Washington, District of Columbia | Director | Present |
7 | Yale-NUS College | Singapore, Outside U.S. | Governing Board Member (Director) | Present |
8 | International Foundation for Electoral Systems (IFES) | Washington, District of Columbia | Director | Present |
9 | Quberu Inc | San Francisco, California | Director | Present |
10 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Ankura Consulting (business consulting firm that owns McLarty Associates LLC) | Salary | $554,167 | |
2 | Ankura Consulting (business consulting firm that owns McLarty Associates LLC) | Severance | $87,500 | |
3 | Ankura Consulting 401(k) | |||
3.1 | Vanguard Equity-Income Fund (VEIRX) | $250,001 - $500,000 | None (or less than $201) | |
3.2 | Fidelity 500 Index Fund (FXAIX) | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Fidelity Large Cap Growth Index Fund (FSPGX) | $250,001 - $500,000 | None (or less than $201) | |
4 | Ankura Consulting (business consulting firm that owns McLarty Associates LLC), vested restricted stock units | $500,001 - $1,000,000 | None (or less than $201) | |
5 | IRRA account | |||
5.1 | iShares Russell 1000 Value ETF (IWD) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | iShares Russell 1000 Growth ETF (IWF) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Ankura Consulting (wholly owns McLarty Associates LLC) | Washington, District of Columbia | Severance equal to one year's salary, payable in bimonthly installments through July 2024, per agreement with the company. | 8/2023 |
2 | Ankura Consulting (wholly owns McLarty Associates LLC) | Washington, District of Columbia | In connection with my employment at Ankura, I purchased vested restricted stock units that I will be permitted to sell upon the occurrence of certain events such as a sale of the company or registration on a stock exchange. | 8/2023 |
3 | Quberu Inc | San Francisco, California | Quberu is a defunct software start-up company that is in the process of disolution. I served on the board and provided funding and in return received unvested restricted stock units, preferred stock, and stock options in 2014-2018. I expect to receive no value for my RSUs, shares, options, and loans. | 3/2014 |
4 | Ankura Consulting 401(k) | New York, New York | I will continue to participate in this defined contribution plan. Plan sponsor does not make contributions since my separation from the firm. | 1/2023 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Ankura Consulting (wholly owns McLarty Associates LLC) | Washington, District of Columbia | Services as President and Vice Chair of McLarty Associates, and severance |
2 | NBCUniversal | New York, New York | A client of McLarty Associates, to which I have provided services. |
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 | BlackRock Liquidity Funds - FedFund (TFDXX) | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | Merrill Lynch Bank Deposit Program (cash account) | $1,001 - $15,000 | Interest | $201 - $1,000 |
1.3 | Global X Robotics & Artificial Intelligence ETF (BOTZ) | $50,001 - $100,000 | $201 - $1,000 | |
1.4 | State Street Health Care Select Sector SPDR Fund (XLV) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | iShares Core S&P 500 ETF (IVV) | $250,001 - $500,000 | $5,001 - $15,000 | |
1.6 | iShares Russell Mid-Cap Growth ETF (IWP) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.7 | iShares US Consumer Discretionary ETF (IYC) | $50,001 - $100,000 | $201 - $1,000 | |
1.8 | State Street Energy Select Sector SPDR Fund (XLE) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.9 | State Street Financial Select Sector SPDR Fund (XLF) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $1,000,001 - $5,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 5 | My term concludes at the end of 2023 and I expect to roll off the board. |
2 | 4 | In connection with my employment at Ankura, I purchased restricted stock units that I will be permitted to sell upon the occurrence of certain events such as a sale of the company or registration on a stock exchange. |
2 | 6 | Severance equal to one year's salary, payable in bimonthly installments through July 2024, per agreement with the company. |
2 | 7.1 | There are two further payments due from Ankura, which are dependent on the performance of McLarty Associates in 2023 and 2024. Depending on performance, the total of these payments could vary between $0 and an amount in excess of $1,000,000. |
2 | 7.2 | MCLA owns a minority interest in EJM Associates in exchange for an investment made in EJM in 2017. This interest entitles MCLA to receive a pro rata share of EJM's earnings each year. |
3 | 3 | My equity interests in Quberu currently have no value and produced no income as the company is now defunct. |
6 | 4 | My former wife was a Lehman Brothers employee who will be entitled to a pension in connection with that employment, guaranteed by the PBGC. As her former husband, I will be entitled to a share of this pension when she retires. |
6 | 5 | no repayment expected; start up did not launch and is in the process of dissolution |
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