- Adjunct professor of law, William & Mary School of Law (2005-2007; 2023)
- Board of Trustees, Historic Richmond Foundation (president 2017-2019; trustee since 2011)
- Board of Directors, Virginia Cystic Fibrosis Foundation (1996-2020)
- Board of Directors, Corporate Counsel Section, Virginia Bar Association (2005-2015; chairman, 2011-2013)
- Business Law Section, American Bar Association
- Parish Council, Saints Constantine and Helen Greek Orthodox Church (2017-2022)
Education
- University of Virginia School of Law, J.D., 1995, Articles Review Board, Virginia Law Review; Order of the Coif
- University of Virginia, B.S., with distinction, 1992
Bar Admissions
- Virginia
- Speaker, Troutman Pepper’s Annual Public Company Seminar (2006-present).
- Speaker, “2025 Public Company Seminar,” Troutman Pepper Locke Webinar, October 29, 2025.
- Speaker, Troutman Pepper’s 2024 Public Company Seminar, October 24, 2024.
- Speaker, “Georgia Cybersecurity CLE Summit and Dinner: When Cyber Attacks Strike – Preventing and Managing the Downpour,” Troutman Pepper, August 29, 2024.
- Speaker, Troutman Pepper’s 2023 Public Company Seminar, December 7, 2023.
- Speaker, Troutman Pepper’s 2022 Public Company Seminar, December 8, 2022.
- Presenter, “ESG,” Troutman Pepper Annual Public Company Seminar, December 9, 2021.
- Co-presenter, “Deep Dive With Dave – Confidential Treatment Workshop,” TheCorporateCounsel.net, March 30, 2021.
- Co-presenter, “Modernization of Regulation S-K” and “Human Capital Management,” Troutman Pepper Annual Public Company Seminar, December 2020.
- Co-presenter, “Podcast: Securities Litigation and Disclosure Issues,” COVID-19 Litigation Podcast Series, Troutman Sanders and Pepper Hamilton, April 21, 2020.
- Speaker, “Corporate Governance 2015: Board and Stockholders,” University of Virginia Darden School of Business, Charlottesville, VA (September 2015).
- Speaker, “Beyond the Law: Business Lawyers Managing Risk and Compliance,” Annual Meeting of the Virginia Bar Association, Williamsburg, VA (January 2015).
- Speaker, “Say on Pay Litigation,” Registrar and Transfer Company, Eagle Rock Proxy Advisors and Troutman Sanders Webinar (June 2013).
- Speaker, “Proxy Season,” Annual Meeting of the Virginia Bar Association (January 2012) and Annual Fall Forum of the Virginia Bar Association (October 2011).
- Speaker, “Taking the MD&A Challenge,” SEC’s Institute Mid-Year SEC Reporting Forum, San Francisco, CA (June 2008) and Washington, D.C. (November 2011).
- Speaker, “The Role of the Corporate Counsel,” Washington Metro Association of Corporate Counsel, Richmond, VA (May 2008).
- Speaker, “Living With SEC; New Executive Compensation Rules,” Mercer Consulting Executive Compensation Conference, Richmond, VA (September 2006).
- Co-author, “Conviction in Insider Trading Case Brings New Attention to 10b5-1 Plans,” Troutman Pepper Locke, June 27, 2025.
- Co-author, “Recent SEC Corp/Fin Interpretations of Interest,” Troutman Pepper Locke, March 28, 2025.
- Co-author, “4 Actions for Cos. as SEC Rebrands Cyber Enforcement Units,” Law360, March 21, 2025.
- Co-author, “CARB Solicits Public Input on Greenhouse Gas and Climate Risk Disclosure Laws,” Troutman Pepper, December 17, 2024.
- Co-author, “California Offers Enforcement Relief on GHG Disclosures,” Troutman Pepper, December 12, 2024.
- Co-author, “PCAOB Delays NOCLAR Proposal,” Troutman Pepper, November 22, 2024.
- Co-author, “California Law Highlights the Need to Prepare for Climate Disclosures,” Troutman Pepper, October 14, 2024.
- Co-author, “New Accelerated Schedule 13G Reporting Deadlines Effective September 30,” Troutman Pepper, September 10, 2024.
- Co-author, “6 Considerations to Determine if a Cyber Incident Is Material,” Law360, August 28, 2024.
- Co-author, “SolarWinds Ruling Offers Cyber Incident Response Takeaways,” Law360, August 6, 2024.
- Co-author, “Cyber Incident Response Checklist for SEC Compliance,” Law360, July 19, 2024.
- Co-author, “SEC Issues Additional Guidance Regarding Cybersecurity Incident Disclosure,” Troutman Pepper, July 8, 2024.
- Co-author, “Director of Division of Corporation Finance Issues Guidance on Disclosure of Cybersecurity Incidents under Form 8-K,” Troutman Pepper, May 31, 2024.
- Co-author, “PCAOB’s NOCLAR Proposal in the Hot Seat,” Troutman Pepper, March 18, 2024.
- Co-author, “FinCEN Proposes New Investment Adviser AML Rule,” Troutman Pepper, February 23, 2024.
- Co-author, “SEC Final Rule: The Enhancement and Standardization of Climate-Related Disclosures for Investors,” Troutman Pepper, March 8, 2024.
- Co-author, “SEC Adopts Final Rules Enhancing Disclosures and Providing Additional Investor Protections Related to SPACs,” Troutman Pepper, January 30, 2024.
- Co-author, “Court Vacates SEC’s Share Repurchase Rule,” Troutman Pepper, December 20, 2023.
- Co-author, “SEC Unable to Correct Defects of Share Repurchase Disclosure Modernization Rule,” Troutman Pepper, December 4, 2023.
- Co-author, “SEC Postpones Effective Date of Share Repurchase Disclosure Modernization Rule,” Troutman Pepper, December 1, 2023.
- Co-author, “SEC Adopts Final Rules Amending and Modernizing Beneficial Ownership Reporting Requirements,” Troutman Pepper, October 16, 2023.
- Co-author, “California Adopts Landmark GHG Emissions and Climate Risk Reporting Laws, Eclipsing Anticipated Federal Requirements,” Troutman Pepper, October 13, 2023.
- Co-author, “PCAOB Proposes Massive Expansion of the Auditor’s Role,” Troutman Pepper, August 4, 2023.
- Co-author, “SEC Adopts Final Cybersecurity Rules — Requires Companies to Focus on their Security and Disclosure Plans,” Troutman Pepper, July 31, 2023.
- Co-author, “Clawback Policies Required by December 1,” Troutman Pepper, June 12, 2023.
- Co-author, “SEC Adopts Final Rule Amendments That Increase Disclosures Relating to Share Repurchases,” Troutman Pepper, May 8, 2023.
- Co-author, “SEC Updates Clawback Rule Timing,” Troutman Pepper, May 3, 2023.
- Co-author, “SEC Levies $8M Fine for Misleading Non-GAAP Disclosures and Disclosure Control Failures,” Troutman Pepper, March 20, 2023.
- Co-author, “SEC Adopts Final Rule Amendments for Rule 10b5-1 Trading Plans and Creates New Disclosure Requirements,” Troutman Pepper, January 4, 2023.
- Co-author, “SEC’s Division of Corporation Finance Revises CD&Is on Non-GAAP Financial Measures,” Troutman Pepper, December 16, 2022.
- Co-author, “SEC Adopts Final Clawback Rules,” Troutman Pepper, November 8, 2022.
- Co-author, “SEC Adopts Final Pay-Versus-Performance Disclosure Rules,” Troutman Pepper, September 1, 2022.
- Co-author, “SEC Proposes Amendments to Certain Bases to Exclude Shareholder Proposals Under Rule 14a-8,” Troutman Pepper, July 19, 2022.
- Co-author, “Recent SEC Complaint Signals Increased Enforcement Risk for Companies on ESG Disclosures,” Troutman Pepper, May 10, 2022.
- Co-author, “SEC Proposes New Rules to Enhance and Standardize Climate-Related Disclosures,” Troutman Pepper, March 24, 2022.
- Co-author, “SEC Proposes New Rules to Enhance Cybersecurity Disclosures and Incident Reporting,” Troutman Pepper, March 10, 2022.
- Co-author, “ESG Proposals Make Early Waves in the 2022 Proxy Season,” Troutman Pepper, March 10, 2022.
- Co-author, “SEC Proposes Rule Amendments for Beneficial Ownership Reporting,” Troutman Pepper, February 28, 2022.
- Co-author, “SEC Proposes Rule Changes Shortening the Securities Settlement Cycle to T+1 By March 31, 2024,” Troutman Pepper, February 28, 2022.
- Co-author, “SEC Proposes Rule Amendments Relating to Rule 10b5-1 and Insider Trading,” Troutman Pepper, December 17, 2021.
- Co-author, “SEC Proposes Rule Amendments to Improve Disclosures Relating to Share Repurchases,” Troutman Pepper, December 16, 2021.
- Co-author, “SEC Approves Nasdaq’s Proposed Listing Standards for Board Diversity,” Troutman Pepper, August 9, 2021.
- Co-author, “Raising Capital During Periods of Extreme Price Volatility,” Troutman Pepper, February 9, 2021.
- Co-author, “Key Considerations for the 2021 Reporting Season,” Troutman Pepper, January 15, 2021.
- Co-author, “SEC’s New Exempt Offering Rules: Demo Days and Testing the Waters — All Glister No Gold?,” Troutman Pepper, November 25, 2020.
- Co-author, “SEC’s COVID-19 Supplemental Guidance Reinforces Importance of High-Quality Financial Reporting,” Corporate Governance Advisor, September/October 2020.
- Co-author, “SEC Adopts Amendments to Modernize Reg S-K Disclosure Requirements,” Troutman Pepper, August 31, 2020.
- Co-author, “Operating in a Pandemic: Securities Litigation Risk and Navigating Disclosure Concerns,” Harvard Law School Forum on Corporate Governance, May 14, 2020.
- Co-author, “Delaware Court of Chancery Sustains Caremark Claim Against Audit Committee,” Troutman Sanders, May 5, 2020.
- Co-author, “The SEC’s Fortified Stance on Metrics Presentations in MD&A,” Troutman Sanders, February 12, 2020.
- Co-author, “What’s an SEC Filer to Do? Effect of the Partial Government Shutdown on SEC Filings,” Troutman Sanders, January 18, 2019.
- Co-author, “Five Things to Know: SEC Adopts Final Rules on Hedging Policies,” Troutman Sanders, December 19, 2018.
- Co-author, “The Supreme Court’s Recent Omnicare Decision Already Netting Big Results for Issuers,” TerraLex Connections, June 2015.
- Author, “The Merger Tarantella: Considerations in Post-Merger Corporate Governance,” Deal Lawyers, July-August 2013.
- Co-author, “The Erosion of the Power of the Board of Directors,” Virginia Business Magazine, June 2005.
- Co-author, “2002 Annual Survey of Virginia Law: Corporate Law,” University of Richmond Law Review, November 2002.
- Quoted, “SEC Stumble on Stock Buybacks Sends Warning Over Cost Reviews,” Bloomberg Law, December 21, 2023.
- Quoted, “SEC Poised to Rework Stock Buyback Rule After Court Tosses It,” Bloomberg Law, December 20, 2023.