Financial Disclosure Details - OGE Form 278e (04/22/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Center for Adoption Support and Education
Burtonsville, Maryland
Member of Board of Directors
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
American Civil Liberties Union and Foundation
Salary
2
American Civil Liberties Union Defined Benefit Plan (value not readily ascertainable)
None (or less than $201)
3
American Civil Liberties Union and Foundation 401(k) Plan (Managed by Principal Financial Group)
3.1
Large Cap S&P 500 Index SEP Account - T Rowe Price IRA
$250,001 - $500,000
None (or less than $201)
3.2
Mid-Cap S&P 400 Index SEP Account
$250,001 - $500,000
None (or less than $201)
3.3
Am Fds EuroPacific Grth R6 Fd
$100,001 - $250,000
None (or less than $201)
4
T Rowe Price IRA
4.1
T. Rowe Price IRA (Equity Index 500)
$1,001 - $15,000
None (or less than $201)
4.2
T. Rowe Price U.S. Equity Research
$15,001 - $50,000
None (or less than $201)
4.3
T. Rowe Price International Discovery Fund
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
DC College Savings Plan (2025 Portfolio)
$15,001 - $50,000
None (or less than $201)
2
D.C. College Savings Plan (2025 Portfolio)
$15,001 - $50,000
None (or less than $201)
3
MOST -- Missouri's 529 College Savings Plan (DC1) Aggressive Aged-Based Option: Vanguard Growth Portfolio
$15,001 - $50,000
None (or less than $201)
4
US bank account #1(Cash Account)
$1,001 - $15,000
None (or less than $201)
5
US bank account #2 (Cash Account)
$1,001 - $15,000
None (or less than $201)
6
US bank account #3 (Cash Account)
$1,001 - $15,000
None (or less than $201)
7
US bank account #4 (Cash Account)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Deutsche CROCI U.S. Fund
Sale
07/15/2023
$15,001 - $50,000
2
Deutsche Latin America Equity Fund
Sale
07/15/2023
$15,001 - $50,000
3
D.C. College Savings Plan (2022 Porfolio)
Sale
12/01/2023
$1,001 - $15,000
4
D.C. College Savings Plan (2022 Portfolio)
Sale
12/01/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Inadvertently left off of 2020 278 form.
6
1
For child #2.
6
2
For child #2.
6
3
This is a 529 plan held by a grandparent, who is the owner; our daughter is the beneficiary.

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