Financial Disclosure Details - OGE Form 278e (08/05/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Raleigh, North Carolina
member
3/2021
2
Washington, District of Columbia
Adjunct Law Professor
12/2021
3
Charlottesville, Virginia
Adjunct Law Professor
12/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Jenner & Block 401(k)
1.1
Fidelity Growth Company Fund Class K Shares (FGCKX)
None (or less than $1,001)
None (or less than $201)
1.2
Fidelity Low-Priced Stock Fund Class K Shares (FLPKX)
None (or less than $1,001)
None (or less than $201)
1.3
American Funds EuroPacific Growth Fund, Class R (RERGX)
$1,001 - $15,000
None (or less than $201)
1.4
Champlain Midcap Institutional (CIPIX)
$1,001 - $15,000
None (or less than $201)
2
Fidelity Growth Company K6 Fund (FGKFX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Chicago, Illinois
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
9/1997

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
Georgetown University
salary
2
Accenture
salary and bonus
3
Accenture, unvested restricted stock units
$15,001 - $50,000
None (or less than $201)
4
IRA #1
4.1
Apple, Inc. (AAPL)
Over $1,000,000
None (or less than $201)
4.2
Intel Corp. (INTC)
$1,001 - $15,000
None (or less than $201)
4.3
Nestle SA (NSRGY)
$15,001 - $50,000
None (or less than $201)
4.4
Pfizer Inc. (PFE)
$15,001 - $50,000
None (or less than $201)
4.5
American Mutual Fund Class A Shares (AMRMX)
$100,001 - $250,000
None (or less than $201)
4.6
American Funds Investment Company of America (AIVSX)
$50,001 - $100,000
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
Residential real estate, Corrolla, NC
$500,001 - $1,000,000
None (or less than $201)
3
U.S. brokerage account #1
3.1
Apple, Inc. (AAPL)
$100,001 - $250,000
Dividends
$201 - $1,000
3.2
Amazon.com, Inc. (AMZN)
$100,001 - $250,000
None (or less than $201)
3.3
Peloton (PTON)
$1,001 - $15,000
None (or less than $201)
4
U.S. brokerage account #2:
4.1
Investment Company of America (AIVSX)
$50,001 - $100,000
None (or less than $201)
4.2
Apple, Inc. (AAPL)
Over $1,000,000
Dividends
$5,001 - $15,000
5
First Trust Cloud Computing 28 (FSZFNX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Gilead Sciences, Inc. (GILD)
Sale
05/06/2021
$15,001 - $50,000
2
Peloton
Purchase
05/07/2021
$1,001 - $15,000
3
First Trust Cloud Computing 34
Purchase
08/31/2021
$15,001 - $50,000
4
Exxon Mobil Corp. (XOM)
Sale
08/31/2021
$15,001 - $50,000
5
Target Corp. (TGT)
Sale
08/31/2021
$15,001 - $50,000
6
Apple, Inc. (AAPL)
Sale
08/31/2021
$15,001 - $50,000
7
Nestle SA (NSRGY)
Sale
08/31/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$100,001 - $250,000
2011
15
2
US Bank
$250,001 - $500,000
2018
30

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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