Financial Disclosure Details - OGE Form 278e (05/24/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Indiana University Maurer School of Law
Bloomington, Indiana
Walter W. Foskett Professor of Law
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IU TDA 403b
1.1
Vanguard Tot Stk Mkt IP
$500,001 - $1,000,000
None (or less than $201)
1.2
Vanguard Total Bond Mkt Inst
$100,001 - $250,000
None (or less than $201)
1.3
Vanguard Total Intl Stk IP
$50,001 - $100,000
None (or less than $201)
1.4
Vanguard CR Fed MM Adm
$100,001 - $250,000
None (or less than $201)
2
Rollover IRA
2.1
Calvert Small Cap A (CCVAX)
$15,001 - $50,000
None (or less than $201)
2.2
TIAA-CREF International (TIERX)
$50,001 - $100,000
None (or less than $201)
2.3
TIAA-CREF Large Cap Growth (TIRTX)
$100,001 - $250,000
None (or less than $201)
2.4
TIAA-CREF Social Choice (TICRX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Indiana University Maurer School of Law
Bloomington, Indiana
I am on unpaid leave. Retirement, life insurance, and some health benefits will continue. Future employment and half year sabbatical are offered on my return.
1/2021

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
City of Bloomington
salary
2
IRA JH1
2.1
Rollover IRA
2.1.1
Vanguard ESG US Stock ETF (ESGV)
$500,001 - $1,000,000
None (or less than $201)
2.1.2
American Funds Capital Builder A (CAIBX)
$1,001 - $15,000
None (or less than $201)
2.1.3
American Funds Capital World Gr & Inc A (CWGIX)
$15,001 - $50,000
None (or less than $201)
2.1.4
American Funds EuroPacif IC Growth A (AEPGX)
$1,001 - $15,000
None (or less than $201)
2.1.5
American Funds Growth Fund of Amer A (CCAFX)
$15,001 - $50,000
None (or less than $201)
2.1.6
Calvert Mid-Cap A (CCAFX)
$15,001 - $50,000
None (or less than $201)
2.1.7
Calvert Short Duration Income A (CSDAX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1
$50,001 - $100,000
Interest
$1,001 - $2,500
2
U.S. bank #2
$100,001 - $250,000
None (or less than $201)
3
U.S. bank #2 CDs
$15,001 - $50,000
None (or less than $201)
4
Northwestern Mutual Life Insurance (Whole Life)
$15,001 - $50,000
None (or less than $201)
5
529 Plans (College Choice Advisor) (Indiana)
5.1
College Portfolio Class A
$15,001 - $50,000
None (or less than $201)
5.2
College Portfolio Class B
$15,001 - $50,000
None (or less than $201)
6
US Treasury Bonds
$15,001 - $50,000
None (or less than $201)
7
Health Savings Account
$15,001 - $50,000
None (or less than $201)
8
Broadway Financial Corp. (California) (BYFC)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard ESG US Stock ETF (ESGV)
Sale
06/05/2023
$15,001 - $50,000
2
Schwab US Aggregate Bond ETF (SCHZ)
Sale
06/05/2023
$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
1
1
As of 1/20/21, I am on unpaid leave from my position at Indiana University in order to serve in my current position at the U.S. Department of Justice.
2
6
Inherited IRA.
2
7
Inherited IRA.
2
9
Inherited IRA.
6
1
The income for items 1-4 and 10 is estimated.
6
8
This was nontraded stock in a national bank, owned as a result of being a director before 2015. Due to a bank merger, this stock is now converted into stock in Broadway Financial Corporation, a publicly traded stock (BYFC).

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