Financial Disclosure Details - OGE Form 278e (05/27/2024)

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
For Our Future Action Fund
1.1
T. Rowe Price Retirement 2050
$100,001 - $250,000
None (or less than $201)
1.2
American Century Strategic Allocation: Moderate R6
$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 contribution plan, but the plan sponsor no longer makes contributions.
7/2016

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
Civic Nation (via Justworks, administered by Slavic401k)
1.1
Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX)
$15,001 - $50,000
None (or less than $201)
1.2
iShares MSCI EAFE International Index Fund Class K
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)
None (or less than $1,001)
None (or less than $201)
2
Maryland Office of the Comptroller
Consulting services

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$1,001 - $15,000
None (or less than $201)
2
Residential real estate, Harwich, MA
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
Qapital
Sale
08/17/2023
$1,001 - $15,000
2
SPDR S&P 500 ETF Trust (SPY)
Sale
08/17/2023
$1,001 - $15,000
3
Ellevest
Sale
04/10/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Congressional Federal Credit Union
$15,001 - $50,000
2010
revolving
2
Department of Education
$15,001 - $50,000
2011
open-ended
3
Department of Education
$50,001 - $100,000
2011
open-ended
4
Department of Education
$50,001 - $100,000
2012
open-ended
5
Department of Education
$50,001 - $100,000
2012
open-ended
6
Department of Education
$15,001 - $50,000
2013
open-ended
7
Department of Education
$50,001 - $100,000
2013
open-ended
8
Chase Bank
$15,001 - $50,000
2019
revolving
9
Happy Money
$15,001 - $50,000
2022
36 months
10
American Express
$15,001 - $50,000
2015
revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
This is aggregated with my spouse, whose checking account is also at a separate federal credit union
7
1
This managed account qualifies as an "excepted investment fund" because it is "independently managed" (my spouse does not control individual underlying investments), "widely held" (there are thousands of customers/clients), and "publicly available" (this financial service is open to any member of the public).
7
2
This sale was a part of the Qapital sale above.

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