Financial Disclosure Details - OGE Form 278e (05/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Ann Arbor, Michigan
Professor of Law
Present
2
Lansing, Michigan
Commissioner and Chair
1/2021
3
Ann Arbor, Michigan
Commissioner
1/2021
4
Ann Arbor, Michigan
Board Member
1/2021
5
Ann Arbor, Michigan
Board Member
1/2021
6
Detroit, Michigan
Cooperating Attorney
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Michigan
Salary
$15,622
2
Michigan Employment Relations Commission
Salary
$4,827
3
University of Michigan 401(a) Basic Retirement Plan
3.1
Fidelity Total Market Index Fund
$500,001 - $1,000,000
None (or less than $201)
3.2
Fidelity International Index
$100,001 - $250,000
None (or less than $201)
3.3
Fidelity US Bond Index
$15,001 - $50,000
None (or less than $201)
4
Roth IRA
4.1
Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)
$50,001 - $100,000
None (or less than $201)
5
University of Michigan 403(b) Basic Retirement Plan
5.1
Fidelity Total Market Index Fund
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Ann Arbor, Michigan
I began an unpaid leave of absence from my faculty position when I assumed my position at the Office of Management & Budget, and I will continue that leave in the position for which I have been nominated. The leave lasts for one year, subject to renewal by the University's Regents.
1/2021
2
Ann Arbor, Michigan
I will continue to participate in the 401(a) Basic Retirement Plan. The University will not make contributions during my leave.
7/2009
3
Ann Arbor, Michigan
I will continue to participate in the 403(b) Basic Retirement Plan. The University will not make contributions during my leave.
7/2009
4
Ann Arbor, Michigan
I will continue to participate in the 403(b) Supplemental Plan (Supplemental Retirement Account). The University will not make contributions during my leave.
7/2009
5
Ann Arbor, Michigan
I will continue to participate in the 457(b) Deferred Compensation Plan. The University will not make contributions during my leave.
7/2009
6
St. Louis, Missouri
I will continue to participate in the Washington University Retirement Savings Plan, but the plan sponsor no longer makes contributions.
7/2004
7
Cambridge, Massachusetts
I will continue to participate in the Retirement Income Plan for Teaching Faculty of Harvard University, but the plan sponsor no longer makes contributions.
7/2000
8
Cambridge, Massachusetts
I will continue to participate in the Harvard University Tax-Deferred Annuity Plan, but the plan sponsor no longer makes contributions.
7/2000
9
Ann Arbor, Michigan
My solo legal practice will remain dormant during my appointment. As of July 16, 2021, I renounced the fee interests I had previously acquired in two contingency fee cases.
7/2011

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
University of Michigan
Salary
2
Commonwealth of Kentucky
Consulting Fees
3
Roth IRA
3.1
Vanguard Total Stock Market Admiral
$50,001 - $100,000
None (or less than $201)
4
University of Michigan 457(b) Deferred Compensation Plan
4.1
Fidelity Total Market Index Fund
$100,001 - $250,000
None (or less than $201)
4.2
Fidelity International Index
$50,001 - $100,000
None (or less than $201)
4.3
Fidelity US Bond Index
$1,001 - $15,000
None (or less than $201)
5
University of Michigan 403(b) Supplemental Plan (Supplemental Retirement Account)
5.1
Fidelity Extended Market Index
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Brokerage Account #1
1.1
Fidelity ZERO Total Market Index Fund (FZROX)
$15,001 - $50,000
$201 - $1,000
2
U.S. Brokerage cash account
$1,001 - $15,000
None (or less than $201)
3
U.Fund College Investing Plan #1 (Massachusetts 529 college savings plan)
3.1
MA College Portfolio (Fidelity Funds)
None (or less than $1,001)
None (or less than $201)
4
U.S. Brokerage Account #2
4.1
Vanguard Cash Reserves Federal Money Market Fund - Admiral Shares (VMRXX)
$1,001 - $15,000
None (or less than $201)
4.2
Vanguard Total International Stock Index Fund - Admiral Shares (VTIAX)
$15,001 - $50,000
$15,001 - $50,000
4.3
Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)
$100,001 - $250,000
$100,001 - $1,000,000
5
MOST—Missouri's 529 Education Plan #1
Cash Payment
$13,769

Transactions

#
Description
Type
Date
Amount
1
Fidelity ZERO Total Market Index Fund (FZROX)
Purchase
01/08/2021
$1,001 - $15,000
2
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Sale
03/04/2021
$100,001 - $250,000
3
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Sale
03/04/2021
$15,001 - $50,000
4
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Sale
02/19/2021
$1,001 - $15,000
5
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Sale
02/19/2021
$15,001 - $50,000
6
Vanguard Conservative Income Portfolio
Sale
07/06/2021
$1,001 - $15,000
7
Vanguard Conservative Portfolio
Sale
07/06/2021
$15,001 - $50,000
8
TIAA Principal Plus Interest Option
Sale
07/12/2021
$15,001 - $50,000
9
TIAA Principal Plus Interest Option
Sale
12/06/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
TRUE Community Credit Union
$15,001 - $50,000
2021
10 years
2
J.P. Morgan Chase Bank, N.A.
$100,001 - $250,000
2012
15 years
3
Pentagon Federal Credit Union
$15,001 - $50,000
2020
7 years
4
Mr. Cooper
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
On leave for one year, subject to renewal by the Regents, pursuant to University leave policy.
1
2
The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.
1
6
Pro bono.
2
2
The Michigan Employment Relations Commission is an independent body supported by the Bureau of Employment Relations within the Michigan Department of Labor & Economic Opportunity.
7
1
Purchase in child's Roth IRA.
7
6
In daughter's Missouri 529
7
7
In daughter's New York 529
7
8
In son's Michigan 529
7
9
In daughter's Michigan 529
8
3
At the end of the reporting period, this was fully paid off.

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