This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Courtney Simmons Elwood
Central Intelligence Agency (joined: June 5, 2017)
General Counsel | Financial Disclosure »
Former Positions Outside Government
- Estate of Family Member Executor
- Kellogg Huber Hansen Todd Evans & Figel, PLLC Partner (Effective on or around March 1, 2017, my law firm's name will change to Kellogg, Hansen, Todd, Figel & Frederick, PLLC.)
Former Compensation Sources
- Citadel Investment Group Legal services (client of Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC)
- Curo Health Services, LLC Legal services (client of Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC)
- Global Tel*Link Corp. Legal services (client of Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC)
- Kellogg Huber Hansen Todd Evans & Figel, PLLC Partner attorney at this firm.
- National Education Assoc. Legal services (client of Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC)
- University of Michigan Legal services (client of Kellogg, Huber, Hansen, Todd, Evans & Figel, PLLC)
Employment Assets
Description | Value | Income |
---|---|---|
Kellogg Huber Hansen Todd Evans & Figel, PLLC (law firm) | $2,882,544 | |
Kellogg Huber Hansen Todd Evans & Figel, PLLC, anticipated LLC distribution | $250,001 - $500,000 | None (or less than $201) |
Kellogg Huber Hansen Todd Evans & Figel, PLLC, capital account | $50,001 - $100,000 | None (or less than $201) |
Kellogg Huber Hansen Todd Evans & Figel, PLLC, anticipated contingency fees (value not readily ascertainable) | None (or less than $201) | |
Kellogg Huber Hansen Todd Evans & Figel, PLLC (Income is not readily ascertainable.) | $5,475 | |
Kellogg Huber Hansen Todd Evans & Figel, PLLC (Income is not readily ascertainable.) | $2,023 | |
Kellogg Huber Hansen Todd Evans & Figel, PLLC 401(k) Profit Sharing Plan | ||
-Vanguard Institutional Target Retirement 2035 Fund | $500,001 - $1,000,000 | $15,001 - $50,000 |
Schwab Roth IRA | ||
-iShares S&P MidCap 400 Value Index (ETF) (IJJ) | $1,001 - $15,000 | None (or less than $201) |
-DoubleLine Total Return Bond Fund Class I (DBLTX) | $1,001 - $15,000 | $201 - $1,000 |
-Fidelity Low-Priced Stock Fund (FLPSX) | $1,001 - $15,000 | $201 - $1,000 |
-Fidelity New Markets Income Fund (FNMIX) | $1,001 - $15,000 | $201 - $1,000 |
-Vanguard Mid-Cap Value Index Fund Investor Shares (VMVIX) | $15,001 - $50,000 | None (or less than $201) |
-Vanguard Small Capitalization Value Index Fund Investor Shares (VISVX) | $15,001 - $50,000 | None (or less than $201) |
-Walthausen Small Cap Value Fund (WSCVX) | $50,001 - $100,000 | $1,001 - $2,500 |
Other Income/Assets
Description | Value | Income |
---|---|---|
U.S. Bank Account #1 (cash) | $50,001 - $100,000 | None (or less than $201) |
U.S. Bank Account # 2 (cash) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
Electric Guitars Collection | $15,001 - $50,000 | None (or less than $201) |
VA 529 inVEST College Savings Plan #1 | ||
-Aggressive Growth Portfolio (Vanguard LifeStrategy Growth Fund (VASGX)) | $100,001 - $250,000 | None (or less than $201) |
VA 529 inVEST College Savings Plan #2 | ||
-Aggressive Growth Portfolio (Vanguard LifeStrategy Growth Fund (VASGX)) | $100,001 - $250,000 | None (or less than $201) |
VA CollegeAmerica 529 Savings Plan – Class 529A Shares, #1 | ||
-American Funds American Mutual Fund (CMLAX) | $50,001 - $100,000 | None (or less than $201) |
-American Funds The Growth Fund of America (CGFAX) | $50,001 - $100,000 | None (or less than $201) |
-American Funds New Perspective Fund (CNPAX) | $15,001 - $50,000 | None (or less than $201) |
-American Funds College 2024 Fund (CFTAX) | $100,001 - $250,000 | None (or less than $201) |
VA CollegeAmerica 529 Savings Plan - Class 529A, #2 | ||
-American Funds American Mutual Fund (CMLAX) | $50,001 - $100,000 | None (or less than $201) |
-American Funds The Growth Fund of America (CGFAX) | $50,001 - $100,000 | None (or less than $201) |
-American Funds New Perspective Fund (CNPAX) | $15,001 - $50,000 | None (or less than $201) |
-American Funds College 2024 Fund (CFTAX) | $100,001 - $250,000 | None (or less than $201) |
Capco Partners, Ltd. | $15,001 - $50,000 | |
- Microsoft Corp | $100,001 - $250,000 | |
-Raven Industries | $50,001 - $100,000 | |
-Ritchie Bros Auctioneers | $50,001 - $100,000 | |
QUALCOMM Inc | $50,001 - $100,000 | |
- Apple Inc. | $50,001 - $100,000 | |
-C.H. Robinson Worldwide | $50,001 - $100,000 | |
-Landstar System | $50,001 - $100,000 | |
-Berkshire Hathaway Class B | $50,001 - $100,000 | |
- Progressive Corp | $15,001 - $50,000 | |
- Costco Wholesale Corp | $15,001 - $50,000 | |
-Marriott International | $15,001 - $50,000 | |
-Carmax | $1,001 - $15,000 | |
-Factset Research Systems | $1,001 - $15,000 | |
-Sturm Ruger & Co. | $1,001 - $15,000 | |
Pacific Life, Inc., Universal Life | $1,001 - $15,000 | None (or less than $201) |
Mass Mutual, Whole Life Legacy , #1 | $250,001 - $500,000 | $2,501 - $5,000 |
Mass Mutual, Whole Life Legacy , #2 | $250,001 - $500,000 | $1,001 - $2,500 |
Caterpillar – Common Stock | $250,001 - $500,000 | $5,001 - $15,000 |
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
Vanguard Mid-Cap Value Index Fund Admiral (VMVAX) | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
Vanguard Prime Money Market Fund (VMMXX) | $100,001 - $250,000 | $201 - $1,000 |
Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | $500,001 - $1,000,000 | $2,501 - $5,000 |
Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) | $500,001 - $1,000,000 | $5,001 - $15,000 |
Intel Corp (INTC) | $1,001 - $15,000 | None (or less than $201) |
Vanguard Small Cap ETF (VB) | $15,001 - $50,000 | $201 - $1,000 |
AMG Yacktman Fund Class I (YACKX) | $100,001 - $250,000 | $5,001 - $15,000 |
Driehaus Emerging Markets Growth Fund (DREGX) | $15,001 - $50,000 | None (or less than $201) |
Fidelity® Low-Priced Stock Fund (FLPSX) | $100,001 - $250,000 | $2,501 - $5,000 |
Janus Research Fund Class T (JAMRX) | $15,001 - $50,000 | $1,001 - $2,500 |
Matthews China Fund Investor Class (MCHFX) | $15,001 - $50,000 | $2,501 - $5,000 |
Touchstone Small Cap Class A (TSFAX) | $15,001 - $50,000 | None (or less than $201) |
Fidelity® Contrafund® Fund (FCNTX) | $1,001 - $15,000 | $201 - $1,000 |
Residential real estate, Alexandria, VA | $500,001 - $1,000,000 | $15,001 - $50,000 |
Fidelity UTMA, #1 | ||
-Fidelity® Contrafund® Fund (FCNTX) | $50,001 - $100,000 | $1,001 - $2,500 |
-Fidelity® Mid Cap Index Fund Investor Class (FSCLX) | $1,001 - $15,000 | None (or less than $201) |
-Fidelity® Total Market Index Fund Premium Class (FSTVX) | $100,001 - $250,000 | $5,001 - $15,000 |
-Fidelity® 500 Index Fund Investor Class (FUSEX) | $1,001 - $15,000 | None (or less than $201) |
-AMG Yacktman Fund Class I (YACKX) | $15,001 - $50,000 | $1,001 - $2,500 |
Fidelity UTMA, #2 | ||
-Fidelity® Mid Cap Index Fund Investor Class (FSCLX) | $1,001 - $15,000 | None (or less than $201) |
-Fidelity® Total Market Index Fund Premium Class (FSTVX) | $50,001 - $100,000 | $1,001 - $2,500 |
-Fidelity® 500 Index Fund Investor Class (FUSEX) | $1,001 - $15,000 | $201 - $1,000 |
-AMG Yacktman Fund Class I (YACKX) | $1,001 - $15,000 | $201 - $1,000 |
Share of Residential real estate, Fairfax County, VA (Inherited upon the death of family member, awaiting sale.) | $100,001 - $250,000 | None (or less than $201) |
Estate of family member (beneficial interest, assets not yet distributed) | $1,001 - $15,000 | None (or less than $201) |
Spouse's farm, Scott County, IL, general partner (crops) | $250,001 - $500,000 | $5,001 - $15,000 |
Employment Agreements and Arrangements
Employer or Party | City, State | Status and Terms | Date |
---|---|---|---|
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | Following my withdrawal from the firm, I will receive a lump sum payment of my capital account. | Feb. 15, 2017 |
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | Following my withdrawal from the firm, I will receive my final LLC distribution for 2016 in a lump-sum payment of $230,091. | Feb. 15, 2017 |
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | Following my withdrawal from the firm, I will receive my final 2017 LLC distribution for non-contingency matters. My total 2017 non-contingency distribution will be a pro rata amount of my 2016 non- contingency fee distribution, minus the amount of monthly draws and any other distributions made in 2017 prior to my withdrawal. This amount will be calculated as of the date of my withdrawal, and a portion of that amount will be contributed to my 401(k) plan with the balance paid to me in a lump sum. | Feb. 15, 2017 |
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | For two contingency cases captioned National Credit Union Administration Bd. v. UBS Securities, LLC, Case No. 12-cv-2591-JWL-JPO (D. Kan.) and National Credit Union Administration Bd. v. Credit Suisse Securities, Case No. 12-cv-2648-JWL-JPO (D. Kan.), I will be paid a standard partner share of any fee awarded in these cases if these cases are resolved prior to my withdrawal from the firm. The standard partner share has previously been 1%. It will be paid in a lump sum if and when monies are received by the firm, and may occur after I enter U.S. government services. Expected date and value of any payouts is unknown. For the contingency case captioned Dial Corporation v. News Corp. Civil Action No. 13-CV-6802-WHP (SDNY), I will be paid a standard partner share of any fee award in this case to be paid in a lump sum if and when monies are received by the firm, and may occur after I enter U.S. government services. Expected payout is in March 2017. For the contingency case captioned In re: Steel Antitrust Litigation, Case No. 08-cv-5214 (N.D. Ill.), I will be paid a standard partner share of any fee award in this case to be paid in a lump sum if and when monies are received by the firm, and may occur after I enter U.S. government services. Expected payout is first half of 2017. | Feb. 15, 2017 |
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | If, after I withdraw from the firm, the firm pays any State tax liability for 2016 and/or 2017 on my behalf, the firm will notify me within 10 days and I will reimburse the firm by check. Following my withdrawal from the firm, the long-term disability insurance that I acquired through the firm will be terminated. | Feb. 15, 2017 |
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | Following my withdrawal from the firm and the final contribution to my 401(k) described above (i.e., 5% of my distributions up to $13,250), there will be no additional contributions to this 401(k) plan while I am in government service. However, I plan to keep this 401(k) plan through the firm. | Feb. 15, 2017 |
Kellogg Huber Hansen Todd Evans & Figel, PLLC | Washington, District of Columbia | In accordance with standard firm practice, the firm paid for some of my office furniture in late 2007, early 2008. Following my withdrawal from the firm, I will retain some of that office furniture, which has now fully depreciated. This is consistent with the practice for other departing partners who have fully depreciated furniture. | Feb. 15, 2017 |
Liabilities
Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
---|---|---|---|---|
Wells Fargo | Mortgage on Personal Residence | $100,001 - $250,000 | 2.75% | 2012 |
Spouse's Employment Assets
Description | Value | Income Type | Income Amount |
---|---|---|---|
Vinson & Elkins, LLP (law firm) ([through 2/11/2017, fee-income distributions of $1,033,966; contingency fee distributions of $1,848,578]) | partnership share | ||
Vinson & Elkins, capital account | $50,001 - $100,000 | None (or less than $201) | |
Schwab Roth IRA | |||
-iShares S&P MidCap 400 Value Index (ETF) (IJJ) | $1,001 - $15,000 | None (or less than $201) | |
-DoubleLine Total Return Bond Fund Class I (DBLTX) | $1,001 - $15,000 | $201 - $1,000 | |
-Fidelity Low-Priced Stock Fund (FLPSX) | $1,001 - $15,000 | $201 - $1,000 | |
-Fidelity New Markets Income Fund (FNMIX) | $1,001 - $15,000 | $201 - $1,000 | |
-Vanguard Mid-Cap Value Index Fund Investor Shares (VMVIX) | $15,001 - $50,000 | None (or less than $201) | |
-Vanguard Small Capitalization Value Index Fund Investor Shares (VISVX) | $15,001 - $50,000 | None (or less than $201) | |
-Walthausen Small Cap Value Fund (WSCVX) | $15,001 - $50,000 | $1,001 - $2,500 | |
Vanguard Roth IRA | |||
-Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
Vinson & Elkins L.L.P. Retirement Plan A – Vanguard | |||
-Vanguard Actively Managed Large Cap US Equity Fund | $1,001 - $15,000 | ||
-Vanguard Actively Managed US SMID Cap Growth Equity Fund | $50,001 - $100,000 | ||
-Vanguard General Investment Fund | $50,001 - $100,000 | ||
- State St Global All Cap Eq Ex-U.S. Index Non-Lending Series Fund (SSGLX) | $1,001 - $15,000 | ||
- State St Russell Sm/Mid Cap Index Non- Lending Series Fund; Class K | $100,001 - $250,000 | ||
-State Street S&P 500 Index Non-Lending Series Fund; Class K | $15,001 - $50,000 | ||
-State St U.S. Inflation Protected Bond Index Non-Lending Ser Fund, Cl C | $50,001 - $100,000 | ||
Vinson & Elkins L.L.P. Retirement Plan B – Vanguard | |||
- Vanguard Actively Managed Large Cap US Equity Fund | None (or less than $1,001) | ||
- Vanguard Actively Managed US SMID Cap Growth Equity Fund | $15,001 - $50,000 | ||
- Vanguard General Investment Fund | $50,001 - $100,000 | ||
- State St Global All Cap Eq Ex-U.S. Index Non-Lending Series (SSGLX) | $1,001 - $15,000 | ||
-State Street Russell Small/Mid Cap Index Non-Lending Series Fund; Class K | $15,001 - $50,000 | ||
-State Street S&P 500 Index Non-Lending Series Fund; Class K | $1,001 - $15,000 | ||
- State St U.S. Infltn Protected Bond Index Non-Lending Ser Fund; Class C | $15,001 - $50,000 |
Do you know something about Courtney Simmons Elwood? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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