Financial Disclosure Details - OGE Form 278e (03/29/2024)

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
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
Latham and Watkins LLC (Law Firm)
Salary
2
Latham and Watkins LLC, 401(k) Plan
2.1
Vanguard Total Stock Mkt Idx Instl (VITSX)
$250,001 - $500,000
None (or less than $201)
2.2
Vanguard Developed Markets Index Fund Institutional Shares (VTMNX)
$100,001 - $250,000
None (or less than $201)
2.3
Dodge & Cox Balanced Fund (DODBX)
$250,001 - $500,000
None (or less than $201)
2.4
Vanguard Retirement Savings Trust I
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Cash Deposit (Settlement Fund)
$1,001 - $15,000
None (or less than $201)
2
Vanguard Limited-Term Tax-Exempt Fund Investor Shares (VMLTX)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX)
$15,001 - $50,000
$201 - $1,000
4
Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX)
$15,001 - $50,000
$201 - $1,000
5
Vanguard Developed Markets Index Fund Admiral Shares (VTMGX)
$15,001 - $50,000
$201 - $1,000
6
Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX)
$15,001 - $50,000
$201 - $1,000
7
Merck & Co., Inc. (MRK)
$100,001 - $250,000
Dividends
$2,501 - $5,000
8
Capital One 360 (Cash Account)
$1,001 - $15,000
Interest
$201 - $1,000
9
New York 529 College Savings
9.1
Commencement Portfolio
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Extended Market Index Fund ETF Shares (VXF)
Sale
06/16/2023
$1,001 - $15,000
2
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Sale
06/16/2023
$1,001 - $15,000
3
Vanguard 500 Index Fund ETF Shares (VOO)
Sale
06/16/2023
$1,001 - $15,000
4
Vanguard Mid-Cap Index Fund ETF Shares (VO)
Sale
06/16/2023
$1,001 - $15,000
5
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Sale
06/16/2023
$1,001 - $15,000
6
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX)
Sale
08/08/2023
$15,001 - $50,000
7
Commencement Portfolio
Sale
09/12/2023
$15,001 - $50,000
8
Commencement Portfolio
Purchase
09/12/2023
$15,001 - $50,000
9
Aggressive Growth Portfolio
Sale
09/12/2023
$50,001 - $100,000
10
Social Index Portfolio
Purchase
09/12/2023
$50,001 - $100,000

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
Nothing reported in this section

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