Financial Disclosure Details - OGE Form 278e (05/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Indianapolis, Indiana
Chief Operating Officer / Chief Legal Officer
7/2021
2
Indianapolis, Indiana
Trustee
3/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
NCAA 403(b) Plan
1.1
Vanguard Institutional Target Retirement 2030 Fund (VTTWX)
$250,001 - $500,000
None (or less than $201)
2
NCAA 457(b) Plan
2.1
Vanguard Institutional Target Retirement 2030 Fund (VTTWX)
None (or less than $1,001)
$100,001 - $1,000,000
3
NCAA Qualified Savings Plan
3.1
Vanguard Institutional Target Retirement 2030 Fund (VTTWX)
$100,001 - $250,000
None (or less than $201)
4
NCAA Retirement Savings Plan
4.1
Vanguard Institutional Target Retirement 2030 Fund (VTTWX)
$250,001 - $500,000
None (or less than $201)
5
IRA #1
5.1
U.S. BANK CASH ACCOUNT
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Indianapolis, Indiana
NCAA 403(b) Plan. I continue to participate in this plan. The plan sponsor will not make further contributions after my departure.
9/2019
2
Indianapolis, Indiana
NCAA Qualified Savings Plan. I continue to participate in this plan. The plan sponsor will not make further contributions after my departure.
9/2019
3
Indianapolis, Indiana
NCAA Retirement Savings Plan. I continue to participate in this plan. The plan sponsor will not make further contributions after my departure.
9/2019
4
Indianapolis, Indiana
NCAA Supplemental Executive Retirement Plan. Following my resignation, pursuant to the plan, I received a supplemental payment from NCAA for services rendered in 2021 up to the date of my departure.
9/2019
5
Indianapolis, Indiana
Pursuant to employment and separation agreements, I received severance payments from the NCAA. The amount of severance was fixed as of my departure and was ultimately paid in lump-sum. The employment and separation agreements also included standard provisions that allowed for: payout of accrued but unused vacation; the election of employer subsidized COBRA premiums; payout of vested retirement payments; the election to utilize EAP services; the election to port mobile telephone number; payment of attorney’s fees associated with negotiation of the Agreement; and invitation to access event tickets at full cost to me.
9/2019

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
IRA #5
1.1
Fidelity Freedom 2035 Fund (FFTHX)
$100,001 - $250,000
None (or less than $201)
1.2
American Century Capital Preservation Fund Investor Class Shares (CPFXX)
$1,001 - $15,000
None (or less than $201)
1.3
Medtronic PLC Stock
$15,001 - $50,000
None (or less than $201)
2
IRA #6
2.1
U.S. BROKERAGE SWEEP/CASH DEPOSIT ACCOUNT
$1,001 - $15,000
None (or less than $201)
2.2
EDGEWOOD GROWTH FUND CLASS INSTITUTIONAL (EGFIX)
$15,001 - $50,000
None (or less than $201)
2.3
THE HARTFORD MIDCAP FUND CLASS F (HMDFX)
$15,001 - $50,000
None (or less than $201)
2.4
ISHARES RUSSELL 2000 (IWN)
$1,001 - $15,000
None (or less than $201)
2.5
T. ROWE PRICE NEW ASIA FUND I CLASS (PNSIX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Omega Investment Partners, LLC, a Delaware company
None (or less than $1,001)
Capital Gains
$100,001 - $1,000,000
1.1
4930 Lafayette, LLC (commercial real estate) Indianapolis, IN
1.2
Crossroads, LLC (commercial real estate) Kansas City, Missouri
1.3
Grey Matter Analytics, LLC (health care data tech start-up) Delaware
1.4
Baron Industries, LLC (casting manufacturing) Delaware
1.5
Miromatrix, LLC (bio-tech start-up) Minnesota
2
US BANK ACCT #1 (cash)
$1,001 - $15,000
None (or less than $201)
3
US BANK ACCT #2 (cash)
$100,001 - $250,000
None (or less than $201)
4
US BANK ACCT #3 (cash)
$250,001 - $500,000
None (or less than $201)
5
US BANK ACCT #4 (checking and savings)
$500,001 - $1,000,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
ALPHABET INC (GOOGL)
Sale
10/07/2021
$1,001 - $15,000
2
ALPHABET INC (GOOGL)
Sale
10/07/2021
$1,001 - $15,000
3
ALPHABET INC (GOOGL)
Sale
10/07/2021
$1,001 - $15,000
4
ALPHABET INC (GOOGL)
Sale
10/07/2021
$1,001 - $15,000
5
ALPHABET INC (GOOGL)
Sale
10/07/2021
$1,001 - $15,000
6
AMAZON (AMZN)
Sale
10/07/2021
$1,001 - $15,000
7
AMAZON (AMZN)
Sale
10/07/2021
$1,001 - $15,000
8
AMAZON (AMZN)
Sale
10/07/2021
$1,001 - $15,000
9
AMAZON (AMZN)
Sale
10/07/2021
$1,001 - $15,000
10
AMAZON (AMZN)
Sale
10/12/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Mortgage
$250,001 - $500,000
2020
5 year ARM
2
Goldman Sachs
$500,001 - $1,000,000
2020
10 year ARM

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
9
Amount includes salary before separation, a payment from a nonqualified supplemental retirement plan, and complete separation related payments.
6
1
Filer’s interest in Omega Investment Partners was sold.

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