Financial Disclosure Details - OGE Form 278e (05/15/2023)

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
DELOITTE 401(K) PLAN - 093238
1.1
Vanguard Institutional 500 Index Trust
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard Institutional Total Bond Market Index Trust
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Institutional Total International Stock Market Index Trust
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard Institutional Total Stock Market Index Trust
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
DELOITTE 401(K) PLAN - 093238
WASHINGTON, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2007

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate - Capital Heights, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
2
U.S. Credit Union (cash accounts)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navy Federal
$100,001 - $250,000
2018
30 years
2
NELNET
$15,001 - $50,000
2016
None identified on account
3
Aidvantage
$50,001 - $100,000
2016
Pay off 1/27/2047 (currently paused)

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
3
NAVIENT transferred this account to Aidvantage.

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