Toby Merrill
Deputy General Counsel for Postsecondary
Estimated Net Worth
  • estimated net worth
    $5.7 M - $26.6 M
Salary
  • salary
    Unknown
Employment
  • Started 07/06/2021

Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Cambridge, Massachusetts
Director of the Project on Predatory Student Lending
7/2021
2
Cambridge, Massachusetts
Lecturer on Law
7/2021
3
Cambridge, Massachusetts
Senior Clinical Instructor
7/2021
4
Cambridge, Massachusetts
Clinical Instructor
7/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Harvard Law School
salary and bonus
$61,878
2
Roth IRA #1:
2.1
Dodge & Cox Stock Fund (DODGX)
$50,001 - $100,000
None (or less than $201)
2.2
Dodge & Cox International Stock Fund (DODFX)
$15,001 - $50,000
None (or less than $201)
3
Harvard Tax Deferred Annuity, 403(b) plan:
3.1
Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX)
$100,001 - $250,000
None (or less than $201)
4
Harvard Defined Contribution Retirement Plan, 401(a) plan:
4.1
Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
6/2015
2
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
6/2015

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
Massachusetts Attorney General's Office
$50,001 - $100,000
salary and bonus
$76,069
2
Roth IRA #2
2.1
U.S. brokerage money market account (cash)
$50,001 - $100,000
None (or less than $201)
3
Commonwealth of Massachusetts, defined benefit plan
$50,001 - $100,000
None (or less than $201)
4
Legal Services NYC, 403(b) plan:
4.1
Prudential Guaranteed Income Fund
$1,001 - $15,000
None (or less than $201)
5
Harvard Defined Contribution Retirement Plan, 401(a) plan:
5.1
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
$15,001 - $50,000
None (or less than $201)
6
Harvard Tax Deferred Annuity, 403(b) plan:
6.1
Vanguard Institutional Target Retirement Income Fund Institutional Class Shares (VITRX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Dodge & Cox Stock Fund (DODGX)
$100,001 - $250,000
$5,001 - $15,000
2
Dodge & Cox International Stock Fund (DODFX)
$50,001 - $100,000
$1,001 - $2,500
3
Dodge & Cox Income Fund (DODIX)
$50,001 - $100,000
$2,501 - $5,000
4
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
5
U.S. bank #3 (cash)
$50,001 - $100,000
None (or less than $201)
6
Residential real estate, Edgartown, MA
$5,000,001 - $25,000,000
Rent or Royalties
$100,001 - $1,000,000
7
MA U.FUND College Investing Plan
7.1
U.Fund Portfolio 2036 (Fidelity Index)
$1,001 - $15,000
None (or less than $201)
8
Exxon Mobil Corp. (XOM)
$15,001 - $50,000
$1,001 - $2,500
9
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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