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

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
American Geological Institute 403(b) Plan
1.1
TIAA Traditional Annuity
$50,001 - $100,000
None (or less than $201)
1.2
CREF Stock Account
$100,001 - $250,000
None (or less than $201)
2
TIAA Traditional (Inherited IRA)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Alexandria, Virginia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
10/1995

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
American Council of Teachers of Russian/American Council for Collaboration in Education and Language Study 403(b) Plan
1.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2
Corcoran Women's Committee - 03/21/2023
Honorarium
$500
3
Corcoran Women's Committee - 04/18/2023
Honorarium
$500
4
Corcoran Women's Committee - 10/17/2023
Honorararium
$500
5
Corcoran Women's Committee - 11/14/2023
Honorarium
$500
6
Smithsonian Associates - 05/12/2023
Honorarium
$350
7
Smithsonian Associates - 06/16/2023
Honorarium
$350
8
Smithsonian Associates - 07/21/2023
Honorarium
$350
9
Smithsonian Associates - 09/22/2023
Honorarium
$400

Other Assets and Income

#
Description
Value
Type
Amount
1
US Treasury I-Bonds
$15,001 - $50,000
None (or less than $201)
2
TIAA-CREF Equity Index Fund Retail Class Shares (TINRX)
$250,001 - $500,000
$2,501 - $5,000
3
TIAA-CREF Quant Small-Cap Equity Fund Retail Class Shares (TCSEX)
$50,001 - $100,000
$1,001 - $2,500
4
TIAA-CREF International Equity Fund Retail Class Shares (TIERX)
$15,001 - $50,000
$1,001 - $2,500
5
DC College Savings Plan 2025 Portfolio
$100,001 - $250,000
None (or less than $201)
6
DC College Savings Plan 2025 Portfolio
$100,001 - $250,000
None (or less than $201)
7
F.N.B. Corp. (Pennsylvania) (FNB)
$15,001 - $50,000
None (or less than $201)
8
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
9
U.S. credit union (cash)
$50,001 - $100,000
None (or less than $201)
10
U.S. brokerage custodial account #1
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
TIAA-CREF Equity Index Fund Retirement Class Shares (TIQRX)
Purchase
01/05/2023
$15,001 - $50,000
2
TIAA-CREF Equity Index Fund Retirement Class Shares (TIQRX)
Purchase
01/06/2023
$15,001 - $50,000
3
TIAA-CREF Equity Index Fund Retirement Class Shares (TIQRX)
Purchase
01/18/2023
$15,001 - $50,000
4
TIAA-CREF Equity Index Fund Retirement Class Shares (TIQRX)
Purchase
01/24/2023
$15,001 - $50,000
5
TIAA-CREF Equity Index Fund Retirement Class Shares (TIQRX)
Purchase
02/09/2023
$15,001 - $50,000
6
TIAA-CREF Equity Index Fund Retirement Class Shares (TIQRX)
Purchase
02/16/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
CENLAR
$100,001 - $250,000
2013
30-year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
5
There is a DC College Savings Plan for each of two dependent children, hence two entries.
6
6
There is a DC College Savings Plan for each of two dependent children, hence two entries.
6
10
There are two Brokerage custodial accounts for dependent children, one for each of two children.
6
11
There are two Brokerage custodial accounts set up, one for each of two children.
7
1
Transferred from savings account to purchase of mutual funds. Transfer done in increments based on daily maximum for transfers from savings account.
7
2
Transferred from savings account to purchase of mutual funds. Transfer done in increments based on daily maximum for transfers from savings account.
7
3
Transferred from savings account to purchase of mutual funds. Transfer done in increments based on daily maximum for transfers from savings account.
7
4
Transferred from savings account to purchase of mutual funds. Transfer done in increments based on daily maximum for transfers from savings account.
7
5
Transferred from savings account to purchase of mutual funds. Transfer done in increments based on daily maximum for transfers from savings account.
7
6
Transferred from savings account to purchase of mutual funds. Transfer done in increments based on daily maximum for transfers from savings account.

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