Financial Disclosure Details - OGE Form 278e (04/26/2024)

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
Mayer Brown LLP (law firm)
Partnership share as to former partnership
$164
2
Mayer Brown LLP capital account
None (or less than $201)
3
U.S. Roth IRA
3.1
Vanguard Real Estate Index Fund ETF Shares (VNQ)
$15,001 - $50,000
None (or less than $201)
3.2
Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Class Shares (VTIP)
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX)
$15,001 - $50,000
None (or less than $201)
3.4
Vanguard Capital Opportunity Fund Investor Shares (VHCOX)
$15,001 - $50,000
None (or less than $201)
3.5
Vanguard PRIMECAP Fund Investor Shares (VPMCX)
$15,001 - $50,000
None (or less than $201)
3.6
Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX)
$50,001 - $100,000
None (or less than $201)
3.7
Vanguard International Growth Fund Investor Shares (VWIGX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Possibility of future distribution related to past partnership share.
4/2021

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
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Partnership share
2
Paul, Weiss, Rifkind, Wharton & Garrison - capital account
Over $1,000,000
None (or less than $201)
3
Paul, Weiss Cash or Deferred Plan
None (or less than $201)
3.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$250,001 - $500,000
None (or less than $201)
4
Paul, Weiss Pension & Retirement Plan
None (or less than $201)
4.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Brokerage Account #1
1.1
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$50,001 - $100,000
$2,501 - $5,000
1.2
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX)
$50,001 - $100,000
$1,001 - $2,500
1.3
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$500,001 - $1,000,000
$15,001 - $50,000
1.4
Vanguard Large-Cap Index Fund Admiral Shares (VLCAX)
$250,001 - $500,000
$5,001 - $15,000
1.5
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$100,001 - $250,000
$1,001 - $2,500
1.6
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS)
$250,001 - $500,000
$5,001 - $15,000
1.7
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$250,001 - $500,000
$5,001 - $15,000
1.8
Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO)
$100,001 - $250,000
$5,001 - $15,000
1.9
Vanguard Global ex-US Real Estate Index Fund ETF Shares (VNQI)
$50,001 - $100,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Large-Cap Index Fund Admiral Shares (VLCAX)
Purchase
03/01/2023
$50,001 - $100,000
2
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
Purchase
03/01/2023
$15,001 - $50,000
3
Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX)
Purchase
03/01/2023
$50,001 - $100,000
4
Schwab Fundamental International Large Company Index ETF (FNDF)
Purchase
03/01/2023
$100,001 - $250,000
5
iShares Core MSCIEmerging Markets ETF (IEMG)
Purchase
03/01/2023
$100,001 - $250,000
6
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Purchase
03/01/2023
$50,001 - $100,000
7
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS)
Purchase
03/01/2023
$50,001 - $100,000
8
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
03/01/2023
$100,001 - $250,000
9
Vanguard Value Index Fund ETF Shares (VTV)
Purchase
03/01/2023
$100,001 - $250,000
10
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Purchase
03/01/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$10,001 - $15,000
2023
Revolving
2
Citi
$10,001 - $15,000
2023
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
For additional information, see notes to Part 2, entry 2; and Part 3, entry 1.
2
2
There is a possibility of a future return of capital from a prior partnership interest, the amount of which is not readily ascertainable.
3
1
This entry reflects the possibility of a future distribution, the amount of which is not readily ascertainable.
6
10
This limited partnership invests in startup companies but deems the identity and amount of such investments to be confidential. Per advice of deputy designated ethics official, filer understands the obligation to consider those holdings in assessing recusal issues.

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