Bailey Devries
Small Business Administration (SBA)
Associate Administrator For Investment And Innovation
Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown
Employment
  • Started 08/16/2021
Records

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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