Financial Disclosure Details - OGE Form 278e (06/29/2024)

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
Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) (law firm) tax withholding
$50,001 - $100,000
None (or less than $201)
2
Wilmer Cutler Pickering Hale & Dorr LLP, 401K plan
2.1
BlackRock Equity Index Non-Lendable Fund (Class M)
$500,001 - $1,000,000
None (or less than $201)
3
Wilmer Cutler Pickering Hale & Dorr LLP, defined benefit plan (value not readily ascertainable); eligible for approximately $3,200/mo. at age 62
None (or less than $201)
4
Roth IRA #1
4.1
Fidelity 500 Index Fund
$50,001 - $100,000
None (or less than $201)
5
Roth IRA #2
5.1
Vanguard Total Stock Market ETF
$15,001 - $50,000
None (or less than $201)
5.2
Vanguard Total International Stock ETF
$1,001 - $15,000
None (or less than $201)
5.3
U.S. brokerage account (cash)
$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 this defined benefit plan.
1/2017
2
Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale)
Washington, District of Columbia
I retained the benefit of tax preparation services for my participation in the partnership for 2021, prepaid by the firm for all partners.
1/2017
3
Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale)
Washington, District of Columbia
I will continue to participate in this 401K defined contribution plan. Other than a fixed contribution that was made for 2021, the plan sponsor will not make further contributions after my separation.
4/2012
4
Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale)
Washington, District of Columbia
The firm withheld from my final partnership share distribution an estimate for any tax payments/tax reconciliation that may be owed. Any remaining withholding will be reimbursed to me within approximately 3 years.
1/2017

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
Roth IRA #1
1.1
Fidelity 500 Index Fund
$50,001 - $100,000
None (or less than $201)
2
Roth IRA #2
2.1
Vanguard Total Stock Market Index Fund ETF
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Total International Stock Index Fund ETF
$1,001 - $15,000
None (or less than $201)
2.3
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
3
District of Columbia 401(a) plan
3.1
Vanguard Target Retire 2045 Tr
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #2 (cash)
$100,001 - $250,000
Interest
$5,001 - $15,000
3
CA (ScholarShare) College Savings Plan (Child #1)
3.1
2030/2031 Enrollment Portfolio Passive
$50,001 - $100,000
None (or less than $201)
4
CA (ScholarShare) College Savings Plan (Child #2)
4.1
2032/2033 Enrollment Portfolio Passive
$100,001 - $250,000
None (or less than $201)
5
CA (ScholarShare) College Savings Plan (Child #1)
5.1
2030/2031 Enrollment Portfolio Passive
$50,001 - $100,000
None (or less than $201)
6
CA (ScholarShare) College Savings Plan (Child #2)
None (or less than $201)
6.1
2032/2033 Enrollment Portfolio Passive
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Aggressive Age-Based Option: Growth Portfolio
Sale
07/28/2023
$1,001 - $15,000
2
Target Enrollment 2033
Purchase
07/28/2023
$1,001 - $15,000
3
Aggressive Age-Based Option: Growth Portfolio
Sale
07/28/2023
$1,001 - $15,000
4
Target Enrollment 2033
Purchase
07/28/2023
$1,001 - $15,000
5
Aggressive Age-Based Option: Aggressive Portfolio
Sale
07/28/2023
$1,001 - $15,000
6
Target Enrollment 2035
Purchase
07/28/2023
$1,001 - $15,000
7
Aggressive Age-Based Option: Aggressive Portfolio
Sale
07/28/2023
$1,001 - $15,000
8
Target Enrollment 2035
Purchase
07/28/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Private school (Child #1) (paid off)
$15,001 - $50,000
2022
1 year
2
Private school (Child #2) (paid off)
$15,001 - $50,000
2022
1 year
3
Private school (Child #1) (paid off)
$15,001 - $50,000
2023
1 year
4
Private school (Child #2) (paid off)
$15,001 - $50,000
2023
1 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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