Edward W. Lyons
General Counsel / DAEO
Estimated Net Worth
  • estimated net worth
    $686 K - $1.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/11/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
WilmerHale 401(k) plan
1.1
JPMorgan Strategic Income Opportunities Fund Class R5 Shares (JSORX)
$15,001 - $50,000
None (or less than $201)
1.2
Loomis Sayles Global Bond Fund Institutional Class (LSGBX)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard TR 2050 Trust II (VFIFX)
$15,001 - $50,000
None (or less than $201)
1.4
American Century Mid Cap Value Fund Class R6 Shares (AMDVX)
$1,001 - $15,000
None (or less than $201)
1.5
Harbor Large Cap Value Fund Institutional Class Shares (HAVLX)
$1,001 - $15,000
None (or less than $201)
1.6
MFS Mid Cap Growth Fund Class R3 Shares (OTCHX)
$1,001 - $15,000
None (or less than $201)
1.7
American CenturyEmerging Markets Fund Investor Class Shares (TWMIX)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard International Value Fund Investor Shares (VTRIX)
$1,001 - $15,000
None (or less than $201)
2
Community Foundation of Greater Birmingham 403(b) plan

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this 401(k) plan, but the plan sponsor no longer makes contributions.
10/2015
2
Community Foundation of Greater Birmingham
Birmingham, Alabama
I will continue to participate in this 403(b) plan, but the plan sponsor no longer makes contributions.
8/2008

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
Family Health International / FHI 360
salary
2
Merrill Lynch Roth IRA
2.1
Cash
$1,001 - $15,000
None (or less than $201)
3
FHI 360 403(b) plan
3.1
T. Rowe Pr Rtmt 2045 (TRRKX)
$100,001 - $250,000
None (or less than $201)
4
Birmingham-Southern College TIAA Defined Contribution Plan
4.1
TIAA Traditional (TIAA D36539A-1)
$1,001 - $15,000
None (or less than $201)
4.2
CREF Stock R2 (CREF V36539A-1)
$15,001 - $50,000
None (or less than $201)
4.3
TIAA Real Estate (TIAA D36539A-1)
$1,001 - $15,000
None (or less than $201)
4.4
CREF Bond Market R2 (CREF V36539a-1)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Wells Fargo Bank (cash)
$15,001 - $50,000
Interest
None (or less than $201)
2
CIT Bank (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
3
Southern Bank Company (cash)
$15,001 - $50,000
Interest
$1,001 - $2,500
4
Merrill Lynch (cash)
$1,001 - $15,000
Interest
None (or less than $201)
5
(DC#1) Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
6
(DC #2) Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
7
(DC #2) SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000
None (or less than $201)
8
(DC #1) SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000
None (or less than $201)
9
LPL Financial Brokerage Account
Brokerage account
9.1
Cash
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P 500 ETF (IVV)
Purchase
12/28/2022
$15,001 - $50,000
2
MFS Research International Fund Class I Shares (MRSIX)
Purchase
12/28/2022
$15,001 - $50,000
3
American Fund, New World Fund, Inc Class F2 Shares (NFFFX)
Purchase
12/28/2022
$1,001 - $15,000
4
SPDR S&P 500 ETF Trust (SPY)
Sale
12/28/2022
$15,001 - $50,000
5
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Sale
12/28/2022
$15,001 - $50,000
6
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Sale
12/28/2022
$1,001 - $15,000
7
Oakmark International Fund Investor Class Shares (OAKIX)
Sale
09/30/2022
$1,001 - $15,000
8
Vanguard International Value Fund Investor Shares (VTRIX)
Purchase
09/30/2022
$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
6
9
In 2022 I changed brokerage firms (from Northwestern Mutual to LPL Financial), but the assets within the account did not change (except as reported in my Transactions).

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