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Gail S. Ennis

Social Security Administration

Inspector General | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
WilmerHale LLP (law firm) $2,033,846
WilmerHale LLP, defined benefit plan $500,001 - $1,000,000 None (or less than $201)
WilmerHale LLP capital account $500,001 - $1,000,000 $15,001 - $50,000
Wells Fargo Index fund (HSA account) $15,001 - $50,000 None (or less than $201)
WilmerHale LLP (law firm) anticipated partnership share $250,001 - $500,000 None (or less than $201)
IRA
American Beacon AHL MNGD FUTRS STRT INST (AHLIX) $1,001 - $15,000 None (or less than $201)
American Beacon INTL Equity Y Class (ABEYX) $1,001 - $15,000 None (or less than $201)
AQR Small Cap Multi Style FD CL R6 (QSERX) $1,001 - $15,000 None (or less than $201)
AQR Sytle Premia Alternative FD CL R6 (QSPRX) $1,001 - $15,000 None (or less than $201)
Delaware Value Fund Institutional (DDVIX) $1,001 - $15,000 $201 - $1,000
Harding Loevner Intl Equity Port Instl (HLMIX) $1,001 - $15,000 None (or less than $201)
Lazard Emerging Mrkts EQ Blend Instl (EMBIX) $1,001 - $15,000 None (or less than $201)
Lazard Intl Strategy Equity Port Intl CL (LISIX) $1,001 - $15,000 None (or less than $201)
MFS Growth Fund Class I (MFEIX) $1,001 - $15,000 None (or less than $201)
USAA Managed Allocation FD Retail (UMAFX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value I (VEVIX) $1,001 - $15,000 None (or less than $201)
Baird Core Plus Bond Institutional (BCOIX) $1,001 - $15,000 $201 - $1,000
USAA High Income Fund Instl (UIHIX) $1,001 - $15,000 None (or less than $201)
USAA Income Fund Instl (UIINX) $1,001 - $15,000 $201 - $1,000
USAA Short Term Bond FD Instl (UISBX) $1,001 - $15,000 None (or less than $201)
Voya Intermediate Bond Class W (IIBWX) $1,001 - $15,000 $201 - $1,000
USAA Money Market (USAXX) $1,001 - $15,000 None (or less than $201)
WilmerHale 401k
Franklin Templeton Emerging Mkts Opportunities Fund $50,001 - $100,000 $201 - $1,000
Loomis Sayles Gobal Bond Fund (Instl Class) $1,001 - $15,000 None (or less than $201)
JPMorgan Strategic Income Opportunities Fund (Class R5) $100,001 - $250,000 $2,501 - $5,000
Vanguard Target Retirement 2025 Fund $1,001 - $15,000 None (or less than $201)
American Century Mid Cap Value Fund (I Class) $1,001 - $15,000 $201 - $1,000
Harbor Large Cap Value Fund (Instl Class) $50,001 - $100,000 $2,501 - $5,000
Oakmark Equity and Income Fund (Class Investor) $15,001 - $50,000 $1,001 - $2,500
BlackRock Equity Index Non-Lendable Fund (Class M) $100,001 - $250,000 None (or less than $201)
MFS Value Fund (Class R3) $1,001 - $15,000 $201 - $1,000
Artisan Mid Cap Fund (Investor Shares) $50,001 - $100,000 $5,001 - $15,000
The Hartford MidCap Fund (Class Y) $1,001 - $15,000 $201 - $1,000
Victory Global Natural Resources Fund (Class A) $50,001 - $100,000 None (or less than $201)
T. Rowe Price Real Estate Fund $15,001 - $50,000 $201 - $1,000
Touchstone Small Cap Core Fund (Instl Class) $15,001 - $50,000 $201 - $1,000
Aberdeen Emerging Markets Fund (Instl Class) $50,001 - $100,000 $201 - $1,000
Causeway International Value Fund (Instl Class) $15,001 - $50,000 $201 - $1,000
Ivy International Core Equity (Class Y) $50,001 - $100,000 $1,001 - $2,500
Tweedy Browne Global Vaue Fund $100,001 - $250,000 $5,001 - $15,000
WilmerHale, anticipated retirement benefit $1,000,001 - $5,000,000 None (or less than $201)

Other Income/Assets

Description Value Income
Imperial Brands PLC ADR $1,001 - $15,000 None (or less than $201)
U.S. bank account #1 (cash) $100,001 - $250,000 $1,001 - $2,500
U.S. bank account #2 (cash) $15,001 - $50,000 None (or less than $201)
U.S. bank account #3 (cash) $1,001 - $15,000 None (or less than $201)
U.S. bank account #4 (cash) $1,001 - $15,000 None (or less than $201)
Northwestern Mutual, whole life policies $250,001 - $500,000 $15,001 - $50,000
Northwestern Mutual, graduated premium whole life $15,001 - $50,000 $1,001 - $2,500
Northwestern Mutual, long term care policy $500,001 - $1,000,000 None (or less than $201)
USAA Tax-Exempt MMKT (USEXX) $15,001 - $50,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
WilmerHale LLP Boston, Massachusetts I will stop contributing to this defined benefit plan after my separation from WilmerHale LLP, and my participation in the plan will end at the end of the calendar year of my separation. I will receive a lump sum distribution in June of the year following my separation. Jan. 16, 2007
WilmerHale LLP Boston, Massachusetts My capital will be returned, including accrued interest, at the time of my departure from the firm. Jan. 16, 2007
WilmerHale LLP Boston, Massachusetts Following my separation from WilmerHale LLP, neither I nor the firm will make further contributions to this defined contribution plan, and my participation in the plan will end when I receive a distribution of the assets in the plan on the next annual distribution date following my separation. Nov. 16, 1998
WilmerHale LLP Boston, Massachusetts WilmerHale will pay a prorated partnership share in a lump sum prior to the commencement of any government position. If the timing does not allow for payment on the normal monthly cycle, the firm would wire the monies to my account so the full payment was made before the commencement of government service. This is in accordance with the firm's standard practices. Jan. 16, 2007
WilmerHale LLP Boston, Massachusetts If I separate from the firm after 10/21/2017, I will be entitled to an early retirement benefit that consists of approximately $175,000 per year for seven years, which may be decreased should the firm not achieve certain income targets. Jan. 16, 2007

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
CitiMortgage, Inc. Mortgage on Personal Residence $1,000,001 - $5,000,000 3.25% 2015
CitiMortgage, Inc. Mortgage on Personal Residence $250,001 - $500,000 4.125% 2012
Citibank Loan for Law Firm Equity $10,001 - $15,000 One month libor + 1.85% 2012

Spouse's Employment Assets

Description Value Income Type Income Amount
TIAA Traditional $15,001 - $50,000 $1,001 - $2,500
CREF Stock R3 $15,001 - $50,000 None (or less than $201)
UNUM Life Insurance Company of America, 501(c) flexible premium qualified annuity. $100,001 - $250,000 None (or less than $201)
IRA
American Beacon AHL MNGD Futrs Strt Inst (AHLIX) $1,001 - $15,000 None (or less than $201)
American Beacon Intl Equity Y Class (ABEYX) $15,001 - $50,000 $201 - $1,000
AQR Small Cap Multi Style FD CL R6 (QSERX) $15,001 - $50,000 $201 - $1,000
AQR Style Premia Alternative FD CL R6 (QSPRX) $1,001 - $15,000 None (or less than $201)
Delaware Value Fund Institutional (DDVIX) $50,001 - $100,000 $1,001 - $2,500
Harding Loevner Intl Equity Port Instl (HLMIX) $15,001 - $50,000 $201 - $1,000
Hartford Schroders Emrg Mrkts Eqty Cl I (SEMNX) $1,001 - $15,000 None (or less than $201)
Lazard Emerging Mrkts Eq Blend Instl (EMBIX) $1,001 - $15,000 None (or less than $201)
Lazard Intl Strategy Equity Port Intl Cl (LISIX) $15,001 - $50,000 $201 - $1,000
MFS Growth Fund Class I (MFEIX) $15,001 - $50,000 None (or less than $201)
USAA Managed Allocation FD Retail (UMAFX) $1,001 - $15,000 $201 - $1,000
Victory Sycamore Established Value I (VEVIX) $15,001 - $50,000 None (or less than $201)
USAA Money Market (USAXX) $15,001 - $50,000 None (or less than $201)
Buckeye Partners L P, note $15,001 - $50,000 Interest $1,001 - $2,500
RPM Intl Inc., note $15,001 - $50,000 Interest $1,001 - $2,500
AT&T Inc., note $1,001 - $15,000 Interest $1,001 - $2,500
Ventas Realty LP/CAP Bond, note $15,001 - $50,000 Interest $1,001 - $2,500
Bunge Ltd Fin Corp., note $15,001 - $50,000 Interest $2,501 - $5,000
Oracle Corp Bond, note $15,001 - $50,000 Interest $201 - $1,000
Public Service Co Okla, note $15,001 - $50,000 Interest $2,501 - $5,000
Republic Svcs Inc., note $15,001 - $50,000 Interest $1,001 - $2,500
Verizon Communications Inc., note $15,001 - $50,000 Interest $1,001 - $2,500
TC Pipelines LP, note $15,001 - $50,000 Interest $1,001 - $2,500
Thermo Fisher Scientific Inc., note $15,001 - $50,000 Interest $1,001 - $2,500
Amphenol Corp New, note $15,001 - $50,000 Interest $201 - $1,000
EQT Corp., note $15,001 - $50,000 Interest $1,001 - $2,500
Shell International Fin BV, note $15,001 - $50,000 Interest None (or less than $201)
JPMorgan Chase & Co., note $15,001 - $50,000 Interest $1,001 - $2,500
Nextera Energy Cap Hldgs Inc., note $15,001 - $50,000 Interest $1,001 - $2,500
Kellogg Co., note $15,001 - $50,000 Interest $201 - $1,000
Microsoft Corp., note $15,001 - $50,000 Interest $201 - $1,000
Qualcomm Inc., note $15,001 - $50,000 Interest $1,001 - $2,500
Southern Pwr Co., note $15,001 - $50,000 Interest $1,001 - $2,500
Fedex Corp., note $15,001 - $50,000 Interest $1,001 - $2,500
TCW Emerging Mkts Income CL I (TGEIX) $15,001 - $50,000 $2,501 - $5,000
USAA High Income Fund Instl (UIHIX) $50,001 - $100,000 $2,501 - $5,000
USAA Income Fund Instl (UIINX) $15,001 - $50,000 $1,001 - $2,500
USAA Intermediate Term Bond Instl $15,001 - $50,000 $1,001 - $2,500
USAA Short Term Bond Fd Instl $1,001 - $15,000 None (or less than $201)
Roth IRA
USAA Intermediate Term Bond Fund $1,001 - $15,000 $201 - $1,000

Do you know something about Gail S. Ennis? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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