Financial Disclosure Details - OGE Form 278e (05/02/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Rollover IRA
1.1
U.S. brokerage money market account (cash)
$25,000,001 - $50,000,000
None (or less than $201)
1.2
Baird Short Term Bond Instl CL
$100,001 - $250,000
None (or less than $201)
1.3
Baird Ultra Short Bond Fund Institutional Class Shares (BUBIX)
$100,001 - $250,000
None (or less than $201)
1.4
Edgewood Growth Fund Institutional Class Shares (EGFIX)
$100,001 - $250,000
None (or less than $201)
1.5
MFS INTL Intrinsic Value CL 1
$50,001 - $100,000
None (or less than $201)
1.6
Diamond Hill Large Cap Fund Class I Shares (DHLRX)
$100,001 - $250,000
None (or less than $201)
1.7
FMI Large Cap Fund Institutional Class Share (FMIQX)
$100,001 - $250,000
None (or less than $201)
1.8
Parnassus Mid Cap Fund Investor Class Shares (PARMX)
$100,001 - $250,000
None (or less than $201)
1.9
Delaware Small Cap Core Fund Institutional Class Shares (DCCIX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in the 457(b) defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2009

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
Consulting (sole proprietorship)
1.1
Kearney
Consulting fees
1.2
Alleghany Science and Technologies
Consulting fees
1.3
Institute of Defense Analysis
Consulting Fees
2
Rollover IRA Account
2.1
U.S. brokerage money market account (cash)
$15,001 - $50,000
None (or less than $201)
2.2
Artisan Global Value Instl CL
$15,001 - $50,000
None (or less than $201)
2.3
Delaware Small cap core cl 1
$15,001 - $50,000
None (or less than $201)
2.4
Washington Mutual Investors CL F3
$15,001 - $50,000
None (or less than $201)
2.5
FPA Crescent
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
American Express
$50,001 - $100,000
Dividends
$201 - $1,000
3
Kimberly Clark
$1,001 - $15,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Sun Trust Bank/Truist
$10,001 - $15,000
2019
15 year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
Asset inadvertently omitted from previous filings.

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