Financial Disclosure Details - OGE Form 278e (08/11/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Legal Aid Bureau, Inc.
Baltimore, Maryland
Pro Bono Attorney
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Loyola University Maryland
Salary
2
Oxford University Press, "Emerging Adults' Religiousness and Spirituality: Meaning- Making in an Age of Transition" (value not readily ascertainable)
None (or less than $201)
3
Loyola University Maryland Retirement Plan account
3.1
Vanguard Institutional Index Fund - Institutional Shares (VINIX)
$50,001 - $100,000
None (or less than $201)
3.2
BlackRock Equity Dividend Fund - Institutional Class (MADVX)
$50,001 - $100,000
None (or less than $201)
3.3
Vanguard Total International Stock Index Fund - Institutional Shares (VTSNX)
$15,001 - $50,000
None (or less than $201)
3.4
Allspring Emerging Markets Equity Fund - Class R6 (EMGDX)
$1,001 - $15,000
None (or less than $201)
3.5
TIAA-CREF Inflation-Linked Bond Fund - Institutional Class (TIILX)
$1,001 - $15,000
None (or less than $201)
3.6
Hartford World Bond Fund - Class R6 (HWDVX)
$50,001 - $100,000
None (or less than $201)
3.7
Vanguard Target Retirement 2040 Fund - Investor Shares (VFORX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. bank account #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
U.S. brokerage account
3.1
Walt Disney Co. (DIS)
$1,001 - $15,000
None (or less than $201)
3.2
Invesco QQQ (QQQ)
$50,001 - $100,000
$201 - $1,000
3.3
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
$1,001 - $2,500
3.4
iShares MSCI EAFE ETF (EFA)
$50,001 - $100,000
$1,001 - $2,500
3.5
iShares MSCI Emerging Markets ETF (EEM)
$15,001 - $50,000
$1,001 - $2,500
3.6
iShares Russell 1000 Growth ETF (IWF)
$50,001 - $100,000
$201 - $1,000
3.7
iShares Russell 2000 ETF (IWM)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Loyola University Maryland Retirement Plan account: Vanguard Target Retirement 2020 Fund - Investor Shares (VTWNX)
Sale
04/11/2022
$1,001 - $15,000
2
Loyola University Maryland Retirement Plan account: Vanguard Target Retirement 2040 Fund - Investor Shares (VFORX)
Purchase
04/11/2022
$1,001 - $15,000
3
Loyola University Maryland Retirement Plan account: BlackRock Equity Dividend Fund - Institutional Class (MADVX)
Purchase
$1,001 - $15,000
4
U.S. brokerage account: Invesco QQQ (QQQ)
Purchase
01/06/2022
$1,001 - $15,000
5
U.S. brokerage account: iShares MSCI EAFE ETF (EFA)
Purchase
01/06/2022
$1,001 - $15,000
6
U.S. brokerage account: iShares MSCI Emerging Markets ETF (EEM)
Purchase
01/06/2022
$1,001 - $15,000
7
U.S. brokerage account: iShares Russell 1000 Growth ETF (IWF)
Purchase
01/06/2022
$1,001 - $15,000
8
U.S. brokerage account: iShares Russell 2000 ETF (IWM)
Purchase
01/06/2022
$1,001 - $15,000
9
U.S. brokerage account: SPDR Dow Jones Industrial Average ETF Trust (DIA)
Purchase
01/06/2022
$1,001 - $15,000
10
U.S. brokerage account: Vanguard Dividend Appreciation Index Fund - ETF Shares (VIG)
Purchase
01/06/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Freedom Mortgage Corporation
$100,001 - $250,000
2021
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
3
Multiple purchases of this excepted investment fund within the amount category $1,001 - $15,000.

Do you have information about Daniel Barry that is missing from this database?

Drop us a line at [email protected].