Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Trustee
Present
2
Washington, District of Columbia
Trustee
Present
3
Washington, District of Columbia
Trustee
Present
4
Washington, District of Columbia
Trustee
Present
5
Washington, District of Columbia
Trustee
Present
6
Washington, District of Columbia
Trustee
Present
7
Washington, District of Columbia
Trustee
Present
8
Washington, District of Columbia
Trustee
Present
9
Washington, District of Columbia
Director of Policy and Communications
1/2021
10
New York, New York
Analyst and Contributor
8/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Credit Shelter Trust
Trustee Fees
$559
2
Exempt Marital Trust
Trustee Fees
$949
3
Non-Exempt Marital Trust
Trustee Fees
$45,818
3.1
Interest in Marketplace at Webb Chapel
$250,001 - $500,000
None (or less than $201)
4
Management Trust
Trustee Fees
$55,875
5
Morgan Stanley SEP IRA
5.1
APPLE INC
$1,001 - $15,000
Dividends
None (or less than $201)
5.2
ADOBE INC
$1,001 - $15,000
None (or less than $201)
5.3
AMAZON COM INC
$1,001 - $15,000
None (or less than $201)
5.4
Booking Holdings
$1,001 - $15,000
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 this defined contribution plan. The plan sponsor will not make further contributions after my separation.
2/2017

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
PNC Checking/Savings Account
$50,001 - $100,000
None (or less than $201)
2
Etrade Bank Account
$50,001 - $100,000
None (or less than $201)
3
Edward Price Trust
$500,001 - $1,000,000
$5,001 - $15,000
3.1
CASH
None (or less than $1,001)
None (or less than $201)
3.2
MORGAN STANLEY PRIVATE BANK NA
$1,001 - $15,000
None (or less than $201)
3.3
Abbott Laboratories (ABT)
$15,001 - $50,000
Dividends
$201 - $1,000
3.4
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
3.5
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
3.6
American International Group, Inc. (AIG)
$15,001 - $50,000
Dividends
$201 - $1,000
3.7
Aon Plc (AON)
$15,001 - $50,000
Dividends
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Apple Inc, AAPL
Purchase
03/02/2021
$1,001 - $15,000
2
Abbvie Inc Com, ABBV
Sale
03/02/2021
$15,001 - $50,000
3
Abbvie Inc Com, ABBV
Sale
03/02/2021
$1,001 - $15,000
4
Apple Inc, AAPL
Sale
03/02/2021
$1,001 - $15,000
5
Abbott Laboratories, ABT
Purchase
03/02/2021
$1,001 - $15,000
6
Abbvie Inc Com, ABBV
Sale
03/02/2021
$1,001 - $15,000
7
Acres Commercial Realty Corp, ACR
Purchase
03/02/2021
$1,001 - $15,000
8
Acres Commercial Realty Corp, ACR
Purchase
03/02/2021
$15,001 - $50,000
9
Ishares Core U.S. Aggregate, AGG
Purchase
03/02/2021
$1,001 - $15,000
10
Acres Commercial Realty Corp, ACR
Purchase
03/02/2021
$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
Remainder Beneficiary
1
2
Remainder Beneficiary
1
3
Remainder Beneficiary
1
4
Remainder Beneficiary
6
2
I am one of several beneficiaries, including charities.
6
4
I am the remainder beneficiary
6
5
I am one of several beneficiaries, which will include individuals and charities
6
6
I am the remainder beneficiary.
6
6.1
I am one of several beneficiaries, which will include individuals and charities
6
6.2
I am one of several beneficiaries, which will include individuals and charities

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