Financial Disclosure Details - OGE Form 278e (08/13/2020)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
US Large Co Index
$100,001 - $250,000
None (or less than $201)
2
US Small Co Index
$1,001 - $15,000
None (or less than $201)
3
Spartan 500 Fund
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Chicago, Illinois
Continuing participation in Fidelity Investments- managed profit-sharing plan (a defined contribution plan). No further contributions have been made since leaving the firm.
7/2011
2
Basking Ridge, New Jersey
Continuing participation in Fidelity Investments- managed 401(k) employee benefit plan (a defined contribution plan). No further contributions have been made since leaving the company.
2/2001

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
George Washington University Medical Faculty Associates
salary, bonus
2
Medical Faculty Associates, Fidelity-managed 403(b): Fid Freedom 2030 Fund
$50,001 - $100,000
None (or less than $201)
3
Medical Faculty Associates, Fidelity-managed 403(b): Fid Balanced Fund
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard 500 Index Fund, Admiral Shares
$250,001 - $500,000
$5,001 - $15,000
2
Vanguard 500 Index Fund
$15,001 - $50,000
$201 - $1,000
3
Vanguard Moderate Age-Based Option (Age 0-5); Growth Portfolio (529 Plan)
$15,001 - $50,000
$201 - $1,000
4
Morgan Stanley Smith Barney Investment Accounts
4.1
BlackRock Core Bond Portfolio I
$15,001 - $50,000
None (or less than $201)
4.2
Invesco Comstock Y
$15,001 - $50,000
$1,001 - $2,500
4.3
Invesco Equal Weighted S&P 500 Y
$50,001 - $100,000
$5,001 - $15,000
4.4
Invesco Growth & Income Y
$15,001 - $50,000
None (or less than $201)
4.5
MSIF Active Intl Allocatn Inst
$50,001 - $100,000
$201 - $1,000
4.6
MSIF Emerging Markets Inst
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citimortgage, Inc.
$100,001 - $250,000
2013
15
2
Wells Fargo
$500,001 - $1,000,000
2012
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Kennedy Center/ViacomCBS
Washington, District of Columbia
Annual Honors Gala and Supper Dance, December 8, 2019 (with spouse)
$8480
2
Federal Communications Bar Association
Washington, District of Columbia
FCBA Annual Chairman’s Dinner December 10, 2019 (with spouse)
$700

Endnotes

Section
#
Description
Nothing reported in this section

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