Financial Disclosure Details - OGE Form 278e (08/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Baltimore, Maryland
Co-trustee
Present
2
Baltimore, Maryland
Co-trustee, nominal
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S Bank Account #1, Washington, DC (checking and savings)
$100,001 - $250,000
Interest
$201 - $1,000
2
U.S. Bank Account #2, Washington, DC (checking and savings)
$100,001 - $250,000
None (or less than $201)
3
Bond - State of Israel 7th Development Issue Supplement State of Israel--Development Corporation for Israel
$1,001 - $15,000
None (or less than $201)
4
Cash Account - Morgan Stanley
$1,001 - $15,000
None (or less than $201)
5
IRA (Morgan Stanley Smith Barney LLC)
5.1
AMER BEACON AHL MNGD FUT STR Y(AHLYX)
$15,001 - $50,000
$1,001 - $2,500
5.2
AMERICAN EUROPACIFIC GRW F2 (AEPFX)
$100,001 - $250,000
$201 - $1,000
5.3
AMERICAN GW FD OF AMERICA F2 (GFFFX)
$50,001 - $100,000
$2,501 - $5,000
5.4
BARON SMALL CAP INSTL (BSFIX)
$1,001 - $15,000
$1,001 - $2,500
5.5
BLACKSTONE ALT MULT-STRAT INST (BXMIX)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
GQG PARTNERS EMRG MKTS (GQGIX)
Purchase
02/09/2021
$100,001 - $250,000
2
ISHARES CORE U.S. AGGREGATE (AGG)
Purchase
02/09/2021
$1,001 - $15,000
3
VIRTUS VONTOBEL EMRG MKT OPP I (HIEMX)
Sale
02/09/2021
$100,001 - $250,000
4
ISHARES IBOXX HY COR BD ETF (HYG)
Purchase
02/10/2021
$1,001 - $15,000
5
GOLDMAN SACHS ABSLT RET TRCK I (GJRTX)
Purchase
02/10/2021
$1,001 - $15,000
6
WISDOMTREE US LARGECAP DIV FND (DLN)
Purchase
02/10/2021
$1,001 - $15,000
7
AMER BEACON AHL MNGD FUT STR Y (AHLYX)
Purchase
02/10/2021
$1,001 - $15,000
8
BLACKSTONE ALT MULT-STRAT INST (BXMIX)
Purchase
02/10/2021
$1,001 - $15,000
9
BARON SMALL CAP INSTL (BSFIX)
Sale
03/12/2021
$1,001 - $15,000
10
ISHARES CORE U.S. AGGREGATE (AGG)
Sale
03/12/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nationstar Mortgage LLC, d/b/a Mr. Cooper, Coppell, TX
$15,001 - $50,000
2012
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
I am the co-trustee of a life insurance trust for the benefit of my brother's children. The sole asset is a life insurance policy.
1
2
I am a co-trustee, along with my siblings, of a trust for the benefit of my mother. Responsibility for and knowledge of the investments is delegated to my brother. I do not make investment decisions or receive statements.

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