Financial Disclosure Details - OGE Form 278e (05/14/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Reston, Virginia
Senior Vice President - Army Business Unit
2/2022
2
Arlington, Virginia
Board Member
2/2022
3
Fort Myer, Virginia
Board Member
2/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Science Applications International Corp. (SAIC) Long-Term Incentive Plan
2
Science Applications International Corp. (SAIC) Stock
$100,001 - $250,000
Dividends
$1,001 - $2,500
3
SAIC
Salary/Bonus
$250,517
4
SAIC 401(k)
4.1
Vanguard Institutional Total Bond Market Index Trust
$1,001 - $15,000
None (or less than $201)
4.2
Vanguard Target Retirement 2040 Trust Plus
$100,001 - $250,000
None (or less than $201)
4.3
Vanguard International Growth Fund Admiral Shares VWILX
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Reston, Virginia
I participated in the company's Long Term Incentive Plan (LTIP) until February 2, 2022. Pursuant to the LTIP, I received Restricted Stock Units (RSUs) and Performance Stock Units (PSUs) that reflected future potential and contributions. PSUs cliff-vest at the end of the three-year performance period. RSUs vest 1/3 per year over a three-year period beginning on the first anniversary of the grant date. Pursuant to the company’s executive compensation plan, any unvested restricted stock units or performance stock units was forfeited upon my resignation date on February 2, 2022.
4/2018
2
Reston, Virginia
I will continue to participate in this defined contribution plan. The plan sponsor has not made any further contributions since my separation from the company.
5/2018

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
CA (ScholarShare) 529 College Savings Plan
1.1
2026/2027 Active
$15,001 - $50,000
None (or less than $201)
2
US bank account #1 (Cash)
$100,001 - $250,000
Interest
$201 - $1,000
3
US bank account #2 (Cash)
$15,001 - $50,000
Interest
$201 - $1,000
4
Wells Fargo Brokerage Account
$100,001 - $250,000
Dividends
$1,001 - $2,500
4.1
Vanguard Prime Money Market Fund Admiral Shares (VMRXX)
$100,001 - $250,000
Dividends
$1,001 - $2,500
5
SoFi Brokerage Account
$1,001 - $15,000
Capital Gains Dividends
None (or less than $201)
5.1
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1,001 - $15,000
None (or less than $201)
5.2
Tidal ETF Trust SoFI Select 500 ETF (SFY)
None (or less than $1,001)
None (or less than $201)
5.3
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
SAIC Employee Stock Purchase Plan
Sale
06/01/2022
$1,001 - $15,000
2
SAIC Common Stock
Sale
06/01/2022
$100,001 - $250,000
3
Vanguard Prime Money Market Fund Admiral Shares (VMRXX)
Purchase
08/01/2022
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
ServiceMac Mortgage Servicing
$500,001 - $1,000,000
2019
30 Years
2
Federal Direct Loan - Mohela
$50,001 - $100,000
2003
20 year
3
Sofi - Mohela
$10,001 - $15,000
2012
10 Years
4
Direct PLUS Parent Loan Mohela
$15,001 - $50,000
2022
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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