Financial Disclosure Details - OGE Form 278e (05/13/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Immigration Strategies, LLC
Bethesda, Maryland
Founder, Principal
3/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Bank Deposit Program
$1,001 - $15,000
None (or less than $201)
2
Brown Advisory Total Return Fund Cl Inst
$15,001 - $50,000
$201 - $1,000
3
Vanguard Short-Term Bond Index Fund Cl Adm
$1,001 - $15,000
None (or less than $201)
4
BA - Beutel Goodman Large-Cap Value Fund Cl Inst
$15,001 - $50,000
$201 - $1,000
5
Brown Advisory Small-Cap Fundamental Value Fund Cl Inst
$1,001 - $15,000
None (or less than $201)
6
Brown Advisory Small-Cap Growth Fund Cl Inst
$1,001 - $15,000
None (or less than $201)
7
Vanguard S&P 500 ETF
$15,001 - $50,000
$201 - $1,000
8
Artisan International Value Fund
$1,001 - $15,000
None (or less than $201)
9
Brown Advisory Global Leaders Fund Cl Inst
$15,001 - $50,000
None (or less than $201)
10
Lazard Global Listed Infrastructure Portfolio Cl Inst
$1,001 - $15,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Bank Deposit Program
$15,001 - $50,000
None (or less than $201)
2
Brown Advisory Total Return Fund Cl Inst
$100,001 - $250,000
$2,501 - $5,000
3
Vanguard Short-Term Bond Index Fund Cl Adm
$50,001 - $100,000
$201 - $1,000
4
BA - Beutel Goodman Large-Cap Value Fund Cl Inst
$50,001 - $100,000
$201 - $1,000
5
Brown Advisory Small-Cap Fundamental Value Fund Cl Inst
$50,001 - $100,000
$201 - $1,000
6
Brown Advisory Small-Cap Growth Fund Cl Inst
$50,001 - $100,000
None (or less than $201)
7
Vanguard S&P 500 ETF
$250,001 - $500,000
$2,501 - $5,000
8
Artisan International Value Fund Cl Adv
$50,001 - $100,000
None (or less than $201)
9
Brown Advisory Global Leaders Fund Cl Inst
$100,001 - $250,000
$201 - $1,000
10
Lazard Global Listed Infrastructure Portfolio Cl Inst
$50,001 - $100,000
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Accenture PLC
$1,001 - $15,000
None (or less than $201)
2
Adobe, Inc.
$1,001 - $15,000
None (or less than $201)
3
Agilent Technologies, Inc.
$1,001 - $15,000
None (or less than $201)
4
Align Technology, Inc.
$1,001 - $15,000
None (or less than $201)
5
Alphabet, Inc. Cl A
$1,001 - $15,000
None (or less than $201)
6
Alphabet, Inc. Cl C
$1,001 - $15,000
None (or less than $201)
7
Amazon.com, Inc.
$1,001 - $15,000
None (or less than $201)
8
Ameriprise Financial, Inc.
$1,001 - $15,000
None (or less than $201)
9
Analog Devices, Inc.
$1,001 - $15,000
None (or less than $201)
10
Apple, Inc.
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Suncor Energy, Inc.
Purchase
07/19/2022
$1,001 - $15,000
2
Charles Schwab Corp.
Purchase
06/30/2022
$1,001 - $15,000
3
Charles Schwab Corp.
Purchase
06/13/2022
$1,001 - $15,000
4
Charles Schwab Corp.
Purchase
06/01/2022
$1,001 - $15,000
5
Lazard Global Listed Infrastructure Portfolio Cl Inst
Purchase
05/20/2022
$1,001 - $15,000
6
Brown Advisory Small-Cap Growth Fund Cl Inst
Purchase
05/20/2022
$50,001 - $100,000
7
Lazard Global Listed Infrastructure Portfolio Cl Inst
Purchase
05/20/2022
$50,001 - $100,000
8
Lazard Global Listed Infrastructure Portfolio Cl Inst
Purchase
05/20/2022
$1,001 - $15,000
9
Brown Advisory Tax-Exempt Sustainable Bond Fund Cl Inv
Purchase
05/13/2022
$500,001 - $1,000,000
10
Walt Disney Co.
Purchase
04/28/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
VIP Mortgage
$250,001 - $500,000
2020
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
LLC inactive while holding federal position.
5
11
Consulting fees paid by Madison Dearborn Partners, a Chicago based private equity firm
5
12
Salary during ~4 month active duty service.
7
72
Previously Anthem (ANTM).
7
73
Previously Anthem (ANTM).

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