Positions
Positions are those where a justice was an officer, director, trustee, partner, proprietor, representative, employee or consultant for any organization other than the U.S. government at the time the disclosure was filed.
Report Year | Organization | Title |
---|---|---|
2023 | KayPac | Sole member |
Agreements
Agreements include any agreements into which a justice has entered, such as employment contracts, continuing payments from former employers and continuing participation in employee welfare or benefit plans maintained by a former employer.
No agreements
Noninvestment income
Noninvestment income includes compensation from jobs the justice has had, such as teaching roles; jobs at law firms before they were judges; pension benefits; and royalties for intellectual property, such as books and copyrights.
Date/Year | Organization Name | Amount | Purpose |
---|---|---|---|
2023 | Penguin Random House | $893,750.00 |
Book Advance
Paid through KayPac LLC |
Spousal income
Spousal income includes earned income from jobs a justice’s spouse has held, as well as honoraria. Justices are required to report a spouse’s income that exceeded $1,000 but are not required to disclose specific amounts.
Source | Description | Amount |
---|---|---|
MedStar Health | Salary |
Travel Reimbursements
Reimbursements include any payment or thing of value received to cover travel-related expenses for justices and their families. They can include expenses that the third party paid directly or for which a justice paid upfront and was reimbursed, but justices are not required to report reimbursements’ dollar values. Show more.
undefined
undefined
Date | Source | Location | Purpose | Items Paid or Provided |
---|---|---|---|---|
Sept. 13 – 19, 2023 | 16th Street Baptist Church | Birmingham, AL |
Speaking
Commencement event speaker |
Food, Hotel, Transportation |
Sept. 13 – 19, 2023 | The University of Alabama at Birmingham | Birmingham, AL |
Speaking
Grand Rounds speaker |
Food, Hotel, Transportation |
July 18 – 20, 2023 | Delta Sigma Theta Sorority | Indianapolis, IN |
Ceremony
National convention honoree for professional achievement |
Food, Hotel, Transportation |
May 20 – 22, 2023 | Boston University | Boston, MA |
Ceremony, Speaking
Commencement speaker and honorary degree recipient |
Food, Hotel, Transportation |
Gifts
Gifts include gifts received by justices, their spouses or their dependent children from any source other than a relative. Justices are only required to disclose gifts whose aggregate value from the same source exceeds a certain threshold ($480 in 2023) within the reporting period and gifts that are individually worth more than 40% of that threshold. This only captures gifts that have been disclosed, which ProPublica reporting shows can be incomplete. Show more.
Source | Description | Value |
---|---|---|
Lonnie Holley | Artwork for chambers | $10,000.00 |
Beyoncé Knowles-Carter | Four concert tickets | $3,711.84 |
Kathi Earles-Ross and Howard University scholars | Artwork for chambers | $2,500.00 |
Liabilities
Liabilities include debts that exceeded $10,000 at any time during the reporting period for justices, their spouses or their dependent children. Because justices have to report these each year, some debts may show up multiple times in the table. Show more.
No liabilities
Investments
Investments include cash accounts, property, stocks, investment funds, retirement plans and other financial instruments owned by justices, their spouses and dependent children in excess of certain value thresholds or generating more than $200 in income in a year. Justices are not required to disclose information about their personal residences unless they generate rental income.
All Investment Holdings: $100K – $370K
Name | Category | Income Amount | Income Type | Gross Value Amount | Gross Value Method | ||||
---|---|---|---|---|---|---|---|---|---|
MedStar Health, Inc. Cash Balance Retirement Plan
|
Retirement Fund | None | $100,001 – $250,000 | Cash Market | |||||
PNC Bank account
|
Cash Account | $0 – $1,000 | Interest | $0 – $15,000 | Cash Market | ||||
TD Bank account
|
Cash Account | None | $0 – $15,000 | Cash Market | |||||
TIAA-CREF Money Market Fund
|
Money Market Fund | $0 – $1,000 | Dividend | $0 – $15,000 | Cash Market | ||||
BlackRock Money Market Portfolio - Class A
(PINXX
)
|
Money Market Fund | $0 – $1,000 | Dividend | $0 – $15,000 | Cash Market | ||||
BlackRock Wealth Liquid Environmentally Aware Fund
|
Money Market Fund | $0 – $1,000 | Dividend | $0 – $15,000 | Cash Market | ||||
BlackRock Advantage Large Cap Core Fund Investor A Shares
(MDLRX
)
|
Investment Fund | $0 – $1,000 | Dividend | $0 – $15,000 | Cash Market | ||||
New York’s 529 College Savings Plan Growth Portfolio
|
529 Plan | None | $0 – $15,000 | Cash Market | |||||
The Education Plan Enrollment Portfolio
|
529 Plan | None | $0 – $15,000 | Cash Market | |||||
PRIMECAP Odyssey Growth Fund
(POGRX
)
Show Transactions (1)
Hide Transactions
|
Retirement Fund | $1,001 – $2,500 | Dividend | ||||||
Schwab Institutional Large Cap Value Trust Fund
(ISLCV
)
Show Transactions (1)
Hide Transactions
|
Retirement Fund | None | |||||||
Schwab S&P 500 Index Fund
(SWPPX
)
Show Transactions (1)
Hide Transactions
|
Retirement Fund | $0 – $1,000 | Dividend | ||||||
DFA U.S. Targeted Value Portfolio Institutional Class
(DFFVX
)
Show Transactions (1)
Hide Transactions
|
Retirement Fund | $0 – $1,000 | Dividend | ||||||
Schwab Small Cap Index Fund
(SWSSX
)
Show Transactions (1)
Hide Transactions
|
Retirement Fund | $0 – $1,000 | Dividend | ||||||
Vanguard Mid-Cap Index Fund Institutional Shares
(VMCIX
)
Show Transactions (1)
Hide Transactions
|
Retirement Fund | $0 – $1,000 | Dividend |
Additional Information or Explanations
Additional information or explanations include a justice’s explanatory comments clarifying other portions of the report. These may include explanations of apparent inconsistencies with previous reports, third-party opinions on possible conflicts of interest or other supporting documentation.
Part I, line 1: KayPac LLC contains only cash that is included in Part VII; it is not otherwise reportable.
Part IV, lines 1-4: These events were attended for professional purposes.
Part V, line 1: Valuation is based upon a review of similar pieces by this artist offered for sale by a gallery.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value.
About The Data
The bulk of the data we used came from the Free Law Project, which maintains a database of more than 35,000 financial disclosure records for federal judges, justices and magistrates, most of it dating back to 2003. These disclosures, which federal employees are required to file each year under the Ethics in Government Act of 1978, are maintained by the Administrative Office of the U.S. Courts. The law, however, requires most of them to be destroyed after six years, making many disclosures from earlier years hard to find. Our disclosures cover most of those filed since 2003, as well as some financial information disclosed by some justices during their Senate confirmations in 1990, 1991 and 2000. (Do you have information about a Supreme Court justice’s finances from before 2003? Email us.)
Because much of the data was extracted from PDFs using optical character recognition, we designed our own database and imported and cleaned the Free Law Project’s data to fix scanning and other errors. We corrected spelling errors, edited fields for style and clarity and, where possible, attempted to add contextual information by, for example, categorizing organizations and transactions, standardizing certain fields, updating entity names or filling in missing information.
In some cases, such as when the Free Law Project did not have a specific disclosure or had not extracted data from a report, we extracted or transcribed the data manually.
After cleaning and standardizing the data, we spot-checked it for accuracy, looking primarily for transcription or categorization errors. If you believe you see an error in the database, please contact us at [email protected].
More from Friends of the Court
ProPublica has reported that justices have sometimes failed to disclose speaking engagements and gifts like private jet travel and luxury vacations from wealthy and influential people. Read our series: Friends of the Court.
Do you have any tips on the courts? Contact us securely or reach out to ProPublica reporters Justin Elliott and Josh Kaplan.
-
Alito Took Unreported Luxury Trip With GOP Donor Paul Singer
In the years after the undisclosed trip to Alaska, Republican megadonor Paul Singer’s hedge fund has repeatedly had business before the Supreme Court. Alito has never recused himself.
-
The Other Billionaires Who Helped Clarence Thomas Live a Luxe Life
The fullest accounting yet shows how Thomas has secretly reaped the benefits from a network of wealthy and well-connected patrons that is far more extensive than previously understood.
-
Supreme Court Adopts Its First-Ever Ethics Code
Experts say it is unclear if the new rules, which come after reporting by ProPublica and others revealed that justices had repeatedly failed to disclose gifts and travel from wealthy donors, would address the issues raised by the recent revelations.