Financial Disclosure Details - OGE Form 278e (08/07/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Montgomery County Board of Elections
Gaithersburg, Maryland
Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Montgomery County Board of Elections
Salary + canvass stipends
$13,750
2
SSGA Target Retirement 2030 (457 Deferred Compensation Plan)
$50,001 - $100,000
None (or less than $201)
3
T Rowe Price Global Technology (Roth IRA)
None (or less than $1,001)
None (or less than $201)
4
SSGA Fidelity Growth Company Commingled Pool (457 Deferred Compensation Plan)
$50,001 - $100,000
None (or less than $201)
5
T Rowe Price Global Technology Inherited IRA
$1,001 - $15,000
$201 - $1,000
6
T Rowe Price Global Technology Class I Shares
$50,001 - $100,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Montgomery County Government
Rockville, Maryland
I will continue to participate in this 457 defined contribution plan.
6/2011

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
Montgomery County Public Schools
salary
2
State of Maryland
salary
3
T Rowe Price Retirement 2025 (Rollover IRA)
$50,001 - $100,000
None (or less than $201)
4
Vanguard Institutional Target Retirement 2025 (403(B))
None (or less than $1,001)
None (or less than $201)
5
T Rowe Price Mid-Cap Growth (Roth IRA)
None (or less than $1,001)
None (or less than $201)
6
Parnassus Core Equity Fund Institutional Shares (PRILX) (403(B))
$15,001 - $50,000
None (or less than $201)
7
T Rowe Price Mid-Cap Growth Fund, Inc Class I Shares (RPTIX)
$50,001 - $100,000
None (or less than $201)
8
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
$500,001 - $1,000,000
None (or less than $201)
9
Maryland State Retirement and Pension System, defined benefit plan (value not readily attainable)
retirement payments
10
Montgomery County Public Schools, defined benefit plan (value not readily attainable)
supplemental retirement payments

Other Assets and Income

#
Description
Value
Type
Amount
1
Berkshire Hathaway B Stock
$15,001 - $50,000
None (or less than $201)
2
Costco Wholesale Corporation - Common Stock
$15,001 - $50,000
None (or less than $201)
3
Google Inc. - Class A Common Stock
$1,001 - $15,000
None (or less than $201)
4
T. Rowe Price Communications & Technology
None (or less than $1,001)
None (or less than $201)
5
U.S. bank accounts #1 - Cash Accounts
$1,001 - $15,000
Interest
None (or less than $201)
6
U.S. bank accounts #2 - Cash Accounts
$250,001 - $500,000
Interest
$2,501 - $5,000
7
U.S. Savings Bonds
$1,001 - $15,000
None (or less than $201)
8
Maryland College Investment Plan - Portfolio for Education Today
None (or less than $1,001)
None (or less than $201)
9
U.S. bank accounts #3 - Cash Accounts
None (or less than $1,001)
None (or less than $201)
10
T. Rowe Price Maryland Tax-Free Bond
None (or less than $1,001)
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
40 shares Paypal (PYPL)
Sale
12/30/2022
$1,001 - $15,000
2
T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)
Exchange
01/18/2022
$1,001 - $15,000
3
T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)
Exchange
02/18/2022
$1,001 - $15,000
4
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
03/18/2022
$1,001 - $15,000
5
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
04/18/2022
$1,001 - $15,000
6
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
05/18/2022
$1,001 - $15,000
7
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
06/21/2022
$1,001 - $15,000
8
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
07/18/2022
$1,001 - $15,000
9
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
08/18/2022
$1,001 - $15,000
10
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
Exchange
09/19/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Salary of $11,500 in 2022 was paid in biweekly increments. Additional amounts were paid as stipends for the Board's canvassing of ballots.
2
3
T Rowe Price Roth IRA moved assets from Global Technology Fund to Global Technology Fund Class I shares on 2/23/2022.
2
5
Transferred Inherited IRA from Schwab to T Rowe Price in 2021.
2
6
T Rowe Price Roth IRA moved assets from Global Technology Fund to Global Technology Fund Class I shares on 2/23/2022.
5
1
Spouse retired from Montgomery County Public Schools on 6/30/2022
5
4
Vanguard 403(B) moved assets from Institutional Target Retirement 2025 Fund to Target Retirement 2025 Fund Investor Class on 2/11/2022.
5
5
T Rowe Price Roth IRA moved assets from Mid-Cap Growth Fund to Mid-Cap Growth Fund Class I shares on 2/23/2022.
5
7
T Rowe Price Roth IRA moved assets from Mid-Cap Growth Fund to Mid-Cap Growth Fund Class I shares on 2/23/2022.
5
8
Vanguard 403(B) moved assets from Institutional Target Retirement 2025 Fund to Target Retirement 2025 Fund Investor Class on 2/11/2022.
5
10
Administered by Aetna Life Insurance Company Large Case Pensions.

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