Financial Disclosure Details - OGE Form 278e (06/01/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Director, Defense- Industrial Initiatives Group
2/2022
2
Bala Cynwyd, Pennsylvania
Consultant
2/2022
3
Tallahassee, Florida
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Center for Strategic and International Studies
Salary
$32,935
2
Center for Strategic and International Studies TIAA-CREF Contract #1
2.1
CREF Bond Market R2 (QCBMPX)
$1,001 - $15,000
None (or less than $201)
2.2
TIAA-CREF Equity Index R2 (QCEQPX)
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Total Bond Market Index
$15,001 - $50,000
None (or less than $201)
2.4
JP Morgan Smart Retirement Blend 2035 Fund Class R6 (JPYRX)
$15,001 - $50,000
None (or less than $201)
2.5
Schwab S&P 500 index Fund (SWPPX)
$100,001 - $250,000
None (or less than $201)
2.6
TIAA Real Estate (QREARX)
$1,001 - $15,000
None (or less than $201)
3
Center for Strategic and International Studies TIAA-CREF Contract #2
3.1
CREF Bond Market R2 (QCBMPX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in these defined contribution plans. The plan sponsor will not make further contributions after my separation.
12/2015

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
Fairfax County Public Schools
salary
2
Fairfax County Public Schools ERFC, defined benefit plan (value not readily ascertainable)
None (or less than $201)
3
Fairfax County Public Schools VRS, defined benefit plan (value not readily ascertainable)
None (or less than $201)
4
Fairfax County Public Schools (Empower 403b)
4.1
Great-West Lifetime 2035 Fund
$100,001 - $250,000
None (or less than $201)
4.2
Great-West Portfolio Fund
$15,001 - $50,000
None (or less than $201)
5
Horace Mann Roth IRA
5.1
BNY Mellon Small Cap Stock Index
$1,001 - $15,000
None (or less than $201)
5.2
Wilshire VIT Global Allocation Fund
$1,001 - $15,000
None (or less than $201)
6
Fairfax County Public Schools (Horace Mann 403b)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Credit Union #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
US Credit Union #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
Vanguard Federal Money Market Fund
$50,001 - $100,000
None (or less than $201)
4
Virginia Invest 529 Plan #1
4.1
2024 Portfolio
$50,001 - $100,000
None (or less than $201)
4.2
Moderate Growth
$100,001 - $250,000
None (or less than $201)
5
Virginia Invest 529 Plan #2
5.1
2027 Portfolio
$15,001 - $50,000
None (or less than $201)
5.2
Moderate Growth
$100,001 - $250,000
None (or less than $201)
6
Horace Mann Whole Life Insurance
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Boeing Company, Bond
Sale
03/17/2022
$15,001 - $50,000
2
McKesson Corp, Bond
Sale
04/28/2022
$50,001 - $100,000
3
Amazon.com, Inc. (AMZN)
Sale
04/27/2022
$15,001 - $50,000
4
Alphabet, Inc. (GOOGL)
Sale
04/27/2022
$100,001 - $250,000
5
Berkshire Hathaway Inc. (BRKB)
Sale
04/27/2022
$50,001 - $100,000
6
Vanguard Health Care Index Fund Admiral Class Shares (VHCIX)
Sale
05/03/2022
$100,001 - $250,000
7
Kinder Morgan Energy, Bond
Sale
06/01/2022
$15,001 - $50,000
8
Whirlpool Corp. (WHR), Bond
Sale
06/01/2022
$15,001 - $50,000
9
Virginia College Savings Plan - Moderate Growth Portfolio
Purchase
06/01/2022
$1,001 - $15,000
10
Energy Transfer LP Units LTD Partnership
Sale
06/19/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Quicken Loans
$500,001 - $1,000,000
2020
30 year
2
TIAA-CREF
$15,001 - $50,000
2020
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7
I am a remainder beneficiary and I currently receive no income.

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