Bailey Devries
Associate Administrator For Investment And Innovation
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 08/16/2021
Records
- OGE Form 278e
- OGE Form 278e
- OGE Form 278e
- OGE Form 278e
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
- OGE Form 278t
Financial Disclosure Details - OGE Form 278e
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 | T. Rowe Price Associates (401k) T. Rowe Price Associates | |||
1.1 | (Other) New Horizons Trust Class C | $15,001 - $50,000 | None (or less than $201) | |
1.2 | (Other) T. Rowe Price Retirement 2045 Trust C | $250,001 - $500,000 | None (or less than $201) | |
1.3 | (Mutual Fund) TSBLX-T. Rowe Price Qm U.S. Bond Index Fund I Class | $15,001 - $50,000 | None (or less than $201) | |
1.4 | (Mutual Fund) RPOIX-T. Rowe Price Global High Income Bond Fund - I C | $15,001 - $50,000 | None (or less than $201) | |
2 | Greenspring Associates (401k) Transamerica | |||
2.1 | (Mutual Fund) TRRKX-T.Rowe Price Retirement 2045 Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | (Stock) TROW T Rowe Price Group | $15,001 - $50,000 | Dividends | $2,501 - $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | T. Rowe Price Associates | Baltimore, MD, US | Retirement assets held in T. Rowe Price 401(k) plan | 08/2019 |
2 | Greenspring Associates | Owings Mills, MD, US | Retirement assets held in Greenspring Associates 401(k) plan | 12/2020 |
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 | (S) Grotech Management Company (401k) T. Rowe Price | |||
1.1 | (Mutual Fund) TRRKX-T.Rowe Price Retirement 2045 Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | (Mutual Fund) TIREX-Tiaa-Cref Real Estate Securities Fund Inst | $50,001 - $100,000 | None (or less than $201) | |
1.3 | (Mutual Fund) PRFDX-T. Rowe Price Equity Income Fund | $100,001 - $250,000 | None (or less than $201) | |
1.4 | (Mutual Fund) PRGTX-T. Rowe Price Global Technology Fd Inc | $250,001 - $500,000 | None (or less than $201) | |
1.5 | (Mutual Fund) NBGNX-Neuberger Berman Genesis Fd | $15,001 - $50,000 | None (or less than $201) | |
1.6 | (Mutual Fund) PRGFX-T. Rowe Price Growth Stock Fund | $100,001 - $250,000 | None (or less than $201) | |
1.7 | (Mutual Fund) TRMCX-T. Rowe Price Mid-Cap Value Fund | $100,001 - $250,000 | None (or less than $201) | |
1.8 | (Mutual Fund) BEARX-Federated Prudent Bear Fund - A | $15,001 - $50,000 | None (or less than $201) | |
1.9 | (Mutual Fund) ARTMX-Artisan Mid Cap Fund Inv Shs | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | (IRA) T. Rowe Price | |||
1.1 | (Mutual Fund) PRDSX-T. Rowe Price Qm U.S. Small-Cap Growth Equity Fu | $15,001 - $50,000 | None (or less than $201) | |
1.2 | (Mutual Fund) T. Rowe Price Qm U.S. Small-Cap Growth Equity Fu-T.Rowe Price Retirement 2045 Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | (DC) (Mutual Fund) BIASX Brown Advisory Small-Cap Growth Fd Investor Shs | $1,001 - $15,000 | None (or less than $201) | |
3 | (DC) (Mutual Fund) GTLLX Glenmede Large Cap Growth Ptf | $1,001 - $15,000 | None (or less than $201) | |
4 | (DC) (Mutual Fund) RPIHX T. Rowe Price Global High Income Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
5 | (Mutual Fund) PATFX T. Rowe Price Tax-Free High Yield Fund | $1,001 - $15,000 | None (or less than $201) | |
6 | (J) (Mutual Fund) QNTSQ Northern Trust Bank Deposit Sweep for Brokerage Accounts | $15,001 - $50,000 | None (or less than $201) | |
7 | (DC) (Mutual Fund) Portfolio 2036 Maryland 529 College Plan Portfolio 2036 | $15,001 - $50,000 | None (or less than $201) | |
8 | (DC) (Mutual Fund) TQGEX T. Rowe Price Qm Global Equity Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Base Operations | purchase | 12/15/2023 | $15,001 - $50,000 |
2 | Cognota, Inc. | purchase | 06/16/2023 | $1,001 - $15,000 |
3 | Datasembly, Inc. | purchase | 05/12/2023 | $15,001 - $50,000 |
4 | Fount Global, Inc. | purchase | 02/09/2023 | $1,001 - $15,000 |
5 | GXO - Gxo Logistics Inc | sale | 05/02/2023 | $1,001 - $15,000 |
6 | Incentivio, Inc. | purchase | 05/26/2023 | $15,001 - $50,000 |
7 | KOPN - Kopin Cp | purchase | 10/12/2023 | $1,001 - $15,000 |
8 | Krista Software, Inc. | purchase | 11/28/2023 | $1,001 - $15,000 |
9 | NOGXX - NORTHERN US GOV'T MONEY MARKET FUND | purchase | 09/26/2023 | $50,001 - $100,000 |
10 | Right Team, Inc. | purchase | 05/26/2023 | $1,001 - $15,000 |
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 |
---|---|---|
2 | 1 | Ended employment with T. Rowe Price August of 2019. |
2 | 1.1 | Collective Investment Trust (CIT) vehicle |
2 | 1.2 | Collective Investment Trust (vehicle) |
2 | 2 | this 401(k) plan underwent a conversion from T. Rowe to Transamerica in 2022. |
2 | 2.1 | Last contribution was during Q4 2020 |
2 | 3 | Stock purchased through an Employee Stock Purchase Plan while employed by T. Rowe Price. |
5 | 2 | My husband's position in the GP GAAP NAV as of last quarterly reporting period (6/30/21) = $52,468. This fund held a first close in early summer. While this is a broadly diversified investment strategy without control positions, unlike the mature funds, it is not widely held at present. The fund is not likely to be income producing for 5-7 years. |
5 | 2.1 | Unrealized minority equity investment in a startup company in Minnesota. |
5 | 2.2 | Value of my husband's percentage of Grotech IV's investment as of 12/31/2023. |
5 | 2.3 | Value of my husband's percentage of Grotech IV's investment as of 12/31/2023. |
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