Financial Disclosure Details - OGE Form 278e (05/29/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arbonne
Irvine, California
Independent Consultant
Present
2
California, Kentucky
Co-Trustee
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
Wilmer Cutler Pickering Hale and Dorr LLP Savings and Retirement Plan
1.1
Vanguard Target Ret 2040 Inst (WRSX)
$100,001 - $250,000
None (or less than $201)
2
FINRA Savings Plus Plan
2.1
Retire Savings Trust III
$1,001 - $15,000
None (or less than $201)
2.2
PIMCO Total Return Inst
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Total Bond Mkt Index Inst
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Target Retire 2040 Tr I
$100,001 - $250,000
None (or less than $201)
2.5
Vanguard Extended Mkt Index Inst
$100,001 - $250,000
None (or less than $201)
2.6
Vanguard Inst 500 Index Trust
$500,001 - $1,000,000
None (or less than $201)
2.7
MFS Institutional International Equity Fund (MIEIX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Dodge & Cox Stock Fund 145
$100,001 - $250,000
$5,001 - $15,000
2
Northwestern Mutual Life Insurance - 65 Life (Whole Life Insurance)
$15,001 - $50,000
Dividends
$201 - $1,000
3
Northwestern Mutual Life Insurance - 65 Life (Whole Life Insurance)
$15,001 - $50,000
Dividends
$201 - $1,000
4
Maryland Senator Edward J. Kasemeyer College Investment Plan - Portfolio 2024
$100,001 - $250,000
None (or less than $201)
5
Maryland Senator Edward J. Kasemeyer College Investment Plan - Portfolio 2027
$100,001 - $250,000
None (or less than $201)
6
Maryland Senator Edward J. Kasemeyer College Investment Plan Portfolio 2027
$1,001 - $15,000
None (or less than $201)
7
Maryland J. Kasemeyer College Investment Plan Portfolio 2030
$1,001 - $15,000
None (or less than $201)
8
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
9
Family Trust
None (or less than $201)
9.1
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Residential, real estate, California, KY
Sale
05/10/2023
$250,001 - $500,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Barclays US
$15,001 - $50,000
2022
Promotional Balance ends 8/2024
2
Chase Bank
$15,001 - $50,000
2022
revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
Named Co-Trustee of parents' irrevocable trust holding only a principal residence in 2016. This position was advertently omitted from prior reports.
6
9
I have a 1/2 residual interest in this asset. This asset was inadvertently omitted from prior reports.
6
9.1
1/2 Residual Beneficiary of Trust
6
9.2
1/2 Residual Beneficiary of Trust
6
9.3
1/2 Residual Beneficiary of Trust
6
9.4
1/2 Residual Beneficiary of Trust
6
9.5
1/2 Residual Beneficiary of Trust
6
9.6
Family Trust held and sold primary residence of lifetime beneficiary. Proceeds were deposited in investments separately listed under the Family Trust. Filer holds 1/2 residual benficiary interest in Family Trust. Family Trust inadvertently omitted from previous filings.
7
1
Family trust sold principal residence of primary living beneficiary and retains the proceeds of the sale. Filer holds 1/2 residual beneficiary interest in trust. Trust inadvertently omitted from past reports.

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