Financial Disclosure Details - OGE Form 278e (07/29/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Adjunct Professor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Georgetown University Law Center
Salary
$750

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Adjunct professor
8/2018
2
O'Melveny & Myers, LLP
Washington, District of Columbia
Employment agreement for future employment as attorney starting October 2022.
6/2022

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
KPMG, LLP (Consulting)
salary
2
KPMG, LLP 401(k)
$250,001 - $500,000
Capital Gains Dividends Interest
$5,001 - $15,000
2.1
American Funds EuroPacific Growth Fund
$15,001 - $50,000
None (or less than $201)
2.2
MFS Value Fund Class R5
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Short-Term Bond Index Admiral Shares
$15,001 - $50,000
None (or less than $201)
2.4
Blackrock Extended Equity Market Fund
$15,001 - $50,000
None (or less than $201)
2.5
Blackrock MSCI ACWI X US Index NL Fund
$15,001 - $50,000
None (or less than $201)
2.6
Hotchkis & Wiley Small Cap Value Fund Class I
$1,001 - $15,000
$201 - $1,000
2.7
Fidelity Real Estate Index Fund Institutional Class
$1,001 - $15,000
$201 - $1,000
2.8
Vanguard Institutional 500 Index Trust
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Cash accounts)
$1,001 - $15,000
Interest
None (or less than $201)
2
US Bank #1 Savings Account
$15,001 - $50,000
Interest
None (or less than $201)
3
US Bank #2 Joint Brokerage Account
$500,001 - $1,000,000
Dividends Capital Gains Interest
$5,001 - $15,000
3.1
First eagle Gold I - FEGIX
$1,001 - $15,000
None (or less than $201)
3.2
Principal Blue Chip P - PBCKX
$1,001 - $15,000
None (or less than $201)
3.3
IShares Russell 2000 ETF - IWM
$15,001 - $50,000
None (or less than $201)
3.4
Laboratory CP Amer Hldgs New - LH
$1,001 - $15,000
None (or less than $201)
3.5
Starbucks Corp Washington - SBUX
$1,001 - $15,000
None (or less than $201)
3.6
Techtronic Ind Ltd Spons Adr - TTNDY
$1,001 - $15,000
None (or less than $201)
3.7
TJX Cos Inc New - TJX
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Royalty Pharma PLC
Sale
02/24/2022
$1,001 - $15,000
2
Royalty Pharma PLC
Sale
02/24/2022
$1,001 - $15,000
3
iShares Core MSCI EAFE ETF (IEFA)
Purchase
02/11/2022
$1,001 - $15,000
4
iShares Core MSCI EAFE ETF (IEFA)
Purchase
02/11/2022
$1,001 - $15,000
5
iShares Core MSCI EAFE ETF (IEFA)
Purchase
02/11/2022
$1,001 - $15,000
6
iShares Core MSCI EAFE ETF (IEFA)
Purchase
02/11/2022
$1,001 - $15,000
7
MetLife, Inc. (MET)
Sale
02/22/2022
$1,001 - $15,000
8
MetLife, Inc. (MET)
Sale
02/22/2022
$1,001 - $15,000
9
MetLife, Inc. (MET)
Purchase
12/03/2021
$1,001 - $15,000
10
MetLife, Inc. (MET)
Purchase
12/03/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
US Bank #6
$100,001 - $250,000
2021
30 years
2
US Bank #5
$250,001 - $500,000
2021
30 years
3
US Bank #2
$500,001 - $1,000,000
2020
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
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