Financial Disclosure Details - OGE Form 278e (04/26/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Baltimore, Maryland
Assistant Attorney General
9/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
MD Office of the Attorney General, defined benefit plan (value not readily ascertainable) Unknown at this time - dependent upon whether I return to State government
None (or less than $201)
2
Rollover IRA
$100,001 - $250,000
None (or less than $201)
2.1
Growth Fund of America Class A Shares (AGTHX)
$50,001 - $100,000
None (or less than $201)
2.2
Capital Income Builder Class A Shares (CAIBX)
$15,001 - $50,000
None (or less than $201)
2.3
Capital World Bond Fund Class A Shares (CWBFX)
$1,001 - $15,000
None (or less than $201)
2.4
Capital World Growth & Income Fund Class A Shares (CWGIX)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
$250,001 - $500,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Baltimore, Maryland
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/2007
2
MD Office of the Attorney General
Baltimore, Maryland
I will either receive a lump sum within the next 3 years; or if I return to work for State government during that time, the plan will continue.
4/2016
3
Baltimore, Maryland
Rollover from former employer to Fidelity account. Still able to make contributions.
2/2008

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
Baltimore City Fire Department
salary and overtime
2
IRA
2.1
University of Maryland Medical System
$1,001 - $15,000
None (or less than $201)
3
Baltimore City Fire Department, defined benefit plan (value not readily ascertainable)
None (or less than $201)
4
IAFF Local 964 Fire Officers' Union
Compensation for Union officer work

Other Assets and Income

#
Description
Value
Type
Amount
1
T. Rowe Price Group, Inc. (TROW) 529 Plan
$50,001 - $100,000
None (or less than $201)
2
T. Rowe Price Group, Inc. (TROW) 529 Plan
$50,001 - $100,000
None (or less than $201)
3
T. Rowe Price Group, Inc. (TROW)529 Plan
$15,001 - $50,000
None (or less than $201)
4
Bank of America - Mr. Boyle Estate distribution
$1,001 - $15,000
$4,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citibank
$10,001 - $15,000
2021
revolving
2
Truist Bank
$100,001 - $250,000
2020
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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