Financial Disclosure Details - OGE Form 278e (03/13/2023)

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
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
Government of Italy, state pension (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Cash Reserves Federal Money Market Fund
$100,001 - $250,000
$2,501 - $5,000
2
Vanguard Total Stock Market Index Admiral Shares
$100,001 - $250,000
$2,501 - $5,000
3
Vanguard Total International Stock Market Index Admiral Shares
$100,001 - $250,000
$2,501 - $5,000
4
Vanguard Total Bond Market Index Admiral Shares
$15,001 - $50,000
None (or less than $201)
5
Vanguard High-Yield Corporate Fund
None (or less than $1,001)
None (or less than $201)
6
Mahoning Valley Scrappers - Minor League Baseball Team
$15,001 - $50,000
None (or less than $201)
7
Coin Collection
$100,001 - $250,000
None (or less than $201)
8
Residential Rental Property - Oakton, VA
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
9
Residential Rental Property - Vienna, VA
None (or less than $1,001)
Capital Gains Rent or Royalties
$100,001 - $1,000,000
10
Banco Nazionale del Lavoro - Checking Account (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
Sale
04/04/2022
$15,001 - $50,000
2
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Purchase
04/05/2022
$50,001 - $100,000
3
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Purchase
04/05/2022
$100,001 - $250,000
4
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Purchase
07/06/2022
$1,001 - $15,000
5
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Purchase
07/06/2022
$1,001 - $15,000
6
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Purchase
07/19/2022
$1,001 - $15,000
7
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Purchase
07/19/2022
$1,001 - $15,000
8
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Purchase
09/19/2022
$1,001 - $15,000
9
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Purchase
09/19/2022
$1,001 - $15,000
10
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Purchase
12/23/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$250,001 - $500,000
2009
30 years
2
Bank of America
$15,001 - $50,000
2009
15 years
3
Wells Fargo Bank
$250,001 - $500,000
2014
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
General benefit/retirement system similar to Social Security
6
1
This fund was previously called Vanguard Prime Money Market, and I listed it as such in previous reports.
6
5
The entire fund was donated to charity in April, 2022.
6
9
Property was sold in March, 2022.
6
12
Second parking space is no longer rented separately.
6
13
Money in brokerage account is not invested in any assets at this time.
8
1
Vienna, VA. Loan was paid off with sale of property in March, 2022.
8
2
Oakton, VA
8
3
Alexandria, VA

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