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

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
First American Government Obligations Fund Class Z Shares (FGZXX)
$15,001 - $50,000
$201 - $1,000
2
Brown Advisory Sustainable Bond Fund Institutional Class Shares (BAISX)
$100,001 - $250,000
$5,001 - $15,000
3
Brown Advisory Intermediate Income Fund Investor Class Shares (BIAIX)
$100,001 - $250,000
$5,001 - $15,000
4
Brown Advisory Small-Cap Growth Fund Institutional Class Shares (BAFSX)
$50,001 - $100,000
None (or less than $201)
5
Brown Advisory Flexible Equity Fund Institutional Class Shares (BAFFX)
$50,001 - $100,000
$201 - $1,000
6
Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX)
$100,001 - $250,000
$5,001 - $15,000
7
Georgetown University Defined Contribution Retirement Plan - 403(b)
$50,001 - $100,000
7.1
Fidelity Freedom Index 2025 Fund Investor Class
$250,001 - $500,000
None (or less than $201)
8
Georgetown University Voluntary Contribution Retirement Plan - 403(b)
8.1
Fidelity Freedom Index 2025 Fund Investor Class
$100,001 - $250,000
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 my defined contribution and my voluntary contribution plans after my separation. The plan sponsor will not make further contributions after my separation.
3/2013
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions.
6/2003

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
First American Government Obligations Fund Cl Z
$15,001 - $50,000
None (or less than $201)
2
Brown Advisory Intermediate Income Fund Cl Inv
$100,001 - $250,000
$1,001 - $2,500
3
Brown Advisory Sustainable Bond Fund Cl Inst
$100,001 - $250,000
$1,001 - $2,500
4
Brown Advisory Total Return Fund Cl Inst
$100,001 - $250,000
$2,501 - $5,000
5
Brown Advisory Flexible Equity Fund Cl Inv
$100,001 - $250,000
$201 - $1,000
6
Brown Advisory Global Leaders Fund Cl Inst
$100,001 - $250,000
$201 - $1,000
7
Brown Advisory Small-Cap Growth Fund Institutional Class Shares (BAFSX)
$50,001 - $100,000
None (or less than $201)
8
University of Maryland
salary, bonus
9
The Ohio State University - 01/25/2022
Honorarium
$2,500
10
Johns Hopkins University - 08/30/2022
Honorarium
$1,500

Other Assets and Income

#
Description
Value
Type
Amount
1
First American Government Obligations Fund Cl Z
$15,001 - $50,000
$1,001 - $2,500
2
Organon & Co.
None (or less than $1,001)
None (or less than $201)
3
Alphabet, Inc. Cl A
$15,001 - $50,000
None (or less than $201)
4
Alphabet, Inc. Cl C
$15,001 - $50,000
None (or less than $201)
5
Vontier Corp.
None (or less than $1,001)
None (or less than $201)
6
Ecolab, Inc.
$1,001 - $15,000
None (or less than $201)
7
Bristol-Myers Squibb Co.
$1,001 - $15,000
Dividends
$201 - $1,000
8
Costco Wholesale Corp.
$15,001 - $50,000
Dividends
$201 - $1,000
9
Vanguard Emerging Markets Stock Index Fund
$1,001 - $15,000
None (or less than $201)
10
Roper Technologies, Inc.
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Brown Advisory Tax Exempt Bond Fund Investor Class Shares (BIAEX)
Purchase
03/18/2022
$250,001 - $500,000
2
Federated Hermes Municipal Ultrashort Bond Fund (FMUSX)
Purchase
03/18/2022
$50,001 - $100,000
3
Brown Advisory Mortgage Securities Fund Institutional Class Shares (BAFZX)
Purchase
03/18/2022
$100,001 - $250,000
4
Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Class Shares (BITEX)
Sale
03/18/2022
$500,001 - $1,000,000
5
Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Class Shares (BITEX)
Purchase
05/18/2022
$250,001 - $500,000
6
Brown Advisory Tax Exempt Bond Fund Institutional Class Shares (BTEIX)
Sale
05/18/2022
$250,001 - $500,000
7
Vanguard GNMA Fund Admiral Shares (VFIJX)
Purchase
08/23/2022
$100,001 - $250,000
8
Brown Advisory Mortgage Securities Fund Institutional Class Shares (BAFZX)
Sale
08/23/2022
$100,001 - $250,000
9
Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX)
Purchase
08/23/2022
$100,001 - $250,000
10
Brown AdvisoryGlobal Leaders Fund Institutional Shares (BAFLX)
Sale
08/23/2022
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper #1
$15,001 - $50,000
2013
10 years
2
Mr. Cooper #2
$15,001 - $50,000
2013
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
under reporting threshold
6
5
under reporting threshold
6
38
This is a gifted asset. I have checked all available paperwork to determine whether oil, gas, or both are the subject of the lease, the location of the property, and the value of the asset. California Resources Corp is in Chapter 11 bankruptcy. I have contacted the company and the U.S. Bankruptcy Trustee to obtain the information, but they have not responded to my inquiries.

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