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Jessie K. Liu departed Sept. 21, 2017

Treasury (joined: April 17, 2017)

Deputy General Counsel | $165,000

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

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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