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.
Jessie K. Liu departed Sept. 21, 2017
Treasury (joined: April 17, 2017)
Deputy General Counsel | Financial Disclosure »
Former Positions Outside Government
- Donald J. Trump Presidential Transition Agency Action Team and Landing Team, Department of Justice (uncompensate d)
- Jenner & Block LLP Partner
- Morrison & Foerster LLP Partner
Former Compensation Sources
- Accenture Legal advice
- ArcelorMittal USA LLC Legal advice
- Blackberry Ltd. Legal advice
- Booz Allen Hamilton Inc. Legal advice
- Cadila Pharmaceuticals Legal advice
- Central Care, Inc. Legal advice
- Chevron USA Legal advice
- China Zhongwang Holdings Legal advice
- Confidential client is not disclosed because s/he are subject to non-public investigation = 1 individual Legal advice (client of Morrison & Foerster LLP)
- Confidential clients are not disclosed, 4 because they are subject to non-public investigations and 1 because of a grand jury investigation = 4 individuals and 1 entity Legal advice (clients of Jenner & Block LLP)
- Deere & Company Legal advice
- Fujifilm Holdings Corp. Legal advice
- General Dynamics Electric Boat Legal advice
- General Dynamics Jet Aviation Legal advice
- General Dynamics NASSCO Legal advice
- General Electric Co. Legal advice
- General Motors Co. Legal advice
- Goldman Sachs & Co. Legal advice
- Hertz Corp. Legal advice
- Independent Monitor for Credit Suisse Legal advice
- Infineon Technologies Legal advice
- Jenner & Block LLP Legal services
- Kevin Bertram Legal advice
- Maxus Energy Corp. Legal advice
- Morrison & Foerster LLP Legal services
- National Railroad Passenger Corp. (Amtrak) Legal advice
- Navajo Nation Legal advice
- Northrop Grumman Corp. Legal advice
- Northwest Federal Credit Union Legal advice
- Official Committee of Unsecured Creditors of UCI International Legal advice
- Rail.One USA Corp. Legal advice
- Schneider Electric USA, Inc. Legal advice
- Softbank Group Corp. Legal advice
- Tom Perrelli as Monitor over Citibank Legal advice
- Toshiba Corp. Legal advice
- USAA Legal advice
- University of Michigan Legal advice
- Urban Institute Legal advice
Employment Assets
| Description | Value | Income |
|---|---|---|
| Jenner & Block LLP (law firm) | $196,203 | |
| Morrison & Foerster LLP (law firm) | $895,796 | |
| Morrison & Foerster LLP Supplemental Retirement Plan forfeiture | $15,001 - $50,000 | $52,000 |
| Vanguard 2040 Trust II Account | $15,001 - $50,000 | None (or less than $201) |
| Jenner & Block, LLP Cash Balance Plan Northern Trust as Trustee | $50,001 - $100,000 | None (or less than $201) |
| Jenner & Block LLP 401(k) | ||
| Fidelity 500 Index Fund Institutional CL (FXSIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Vanguard Target Retirement 2040 Fund Investor Shares (VFORX) | $250,001 - $500,000 | $15,001 - $50,000 |
| MetLife Group Variable Universal Life policy | $1,000,001 - $5,000,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| 529 Plan: Virginia | ||
| International Index Portfolio | $1,001 - $15,000 | None (or less than $201) |
| Stock Index Portfolio | $250,001 - $500,000 | None (or less than $201) |
| Family Trust (1/3 interest in John Hancock Life Insurance Survivorship Flexible Premium Universal Life insurance) | $100,001 - $250,000 | None (or less than $201) |
| U.S. bank account #1 (cash) | $100,001 - $250,000 | None (or less than $201) |
| U.S. bank account #2 (cash) | $250,001 - $500,000 | None (or less than $201) |
| Brokerage account #1 | ||
| Fidelity Capital Appreciation Fund ( FDCAX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Fidelity Extended Market Index Fund Premium Class (FSEVX) | $250,001 - $500,000 | $15,001 - $50,000 |
| Fidelity International Index Fund Premium CL (FSIVX) | $500,001 - $1,000,000 | $5,001 - $15,000 |
| Fidelity 500 Index Fund Premium CL (FUSVX) | $250,001 - $500,000 | $5,001 - $15,000 |
| Bitcoin holdings held in Coinbase | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Morrison & Foerster LLP | San Francisco, California | For 401(k) plan, $37,823 was set aside for a partner mandatory account, but because filer departed before funds vested, a forfeiture occurred, and the money will be returned to the filer. Another $18,432.57 in Vanguard 2040 Trust II Account (reported in Part 2) is being rolled over to a Fidelity IRA (initially in an unfunded core position). Note also that this is separate from the $52,000 forfeiture that already occurred and that is thus separately reported in Part 2. | May 16, 2016 |
| Jenner & Block LLP | Chicago, Illinois | The Jenner & Block, LLP Cash Balance Plan Northern Trust as Trustee (reported in Part 2) is in the process of being rolled over into a Fidelity IRA (initially in an unfunded core position). | Dec. 16, 2014 |
| Morrison & Foerster LLP | San Francisco, California | The firm will refund to me any excess tax true-up deposit once all 2017 taxes are paid. | May 16, 2016 |
| Jenner & Block LLP | Chicago, Illinois | The firm will refund to me any excess tax true-up deposit once all 2016 taxes are paid. | April 16, 2016 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Wells Fargo Home Equity Account | Exercised Line of Credit | $250,001 - $500,000 | 4.88% | 2011 |
| Citibank (paid in full April 2017) | Capital Account loan | $250,001 - $500,000 | 1.25% over the 1-month LIBOR rate | 2016 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| George Washington University Law School | salary | ||
| Hofstra University - April 25, 2016 | Honorarium | $1,225 | |
| Stanford University - Sept. 23, 2016 | Honorarium | $300 | |
| Harvard University - Aug. 4, 2016 (This was rolled over on May 24, 2017 into a Fidelity IRA) | Honorarium | $500 | |
| George Mason University - Sept. 9, 2016 | Honorarium | $1,000 | |
| University of Texas - Feb. 17, 2017 | Honorarium | $6,000 | |
| Collective Judgment LLC (Computer Systems Design Related Services) | $250,001 - $500,000 | None (or less than $201) | |
| TIAA-CREF Equity Index R3 | $100,001 - $250,000 | None (or less than $201) | |
| TIAA-CREF Equity Index R2 | $50,001 - $100,000 | None (or less than $201) | |
| CREF Growth R2 | $50,001 - $100,000 | None (or less than $201) | |
| CREF Global Equities R2 | $1,001 - $15,000 | None (or less than $201) | |
| CREF Bond Market R2 | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Freedom K 2035 Fund (FKTHX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity 500 Index Fund Institutional CL (FXSIX) | $500,001 - $1,000,000 | None (or less than $201) | |
| TIAA Traditional Guaranteed | $1,001 - $15,000 | None (or less than $201) | |
| CREF Growth R3 | $1,001 - $15,000 | None (or less than $201) | |
| American Funds New World Fund CL R-6 (RNWGX) | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Extended Market Index Fund Institutional Shares (VIEIX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Emerging Markets Index Fund Premium CL (FPMAX) | $1,001 - $15,000 | $1,001 - $2,500 | |
| Perspective on Patentable Subject Matter - Cambridge University Press 2014 (value not readily ascertainable) | None (or less than $201) | ||
| Predictocracy - Yale University Press 2008 (value not readily ascertainable) | None (or less than $201) |
Do you know something about Jessie K. Liu? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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