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
AZ Smart Save Deferred Compensation Plan
1.1
Arizona Fixed Fund
$50,001 - $100,000
None (or less than $201)
2
Arizona State Retirement System (Defined Benefit Plan) (unvested)
$15,001 - $50,000
None (or less than $201)
3
Roth IRA
3.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$100,001 - $250,000
None (or less than $201)
4
Traditional IRA
4.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Phoenix, Arizona
I am not fully vested in this defined benefit plan, and I will continue to participate. The plan sponsor has not made any contributions to this plan since I departed from my position with the State of Arizona in 2003.
7/1999
2
Phoenix, Arizona
I will continue to participate in this deferred compensation plan. The plan sponsor has not made any contributions to this plan since I departed from my position with the State of Arizona in 2003. Upon reaching the age of 59 1/2, I am entitled to receive the entire amount of my deferred compensation plan as a lump sum, roll it over into another tax-sheltered account, or leave it in the Plan.
7/1999

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
Fox Restaurant Concepts, a subsidiary of The Cheesecake Factory
Salary
2
Fox Restaurant Concepts deferred compensation
2.1
Vanguard VIF Equity Index Div.
$250,001 - $500,000
None (or less than $201)
2.2
Vanguard VIF Midcap Index Div.
$100,001 - $250,000
None (or less than $201)
3
Quarles and Brady Retirement Plan (Deferred Comp)
3.1
Vanguard International Growth Admiral Shares
$15,001 - $50,000
None (or less than $201)
3.2
Vanguard U.S. Growth Fund
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Total Stock Market Index Fund Institutional Shares
$50,001 - $100,000
None (or less than $201)
4
The Cheesecake Factory Incorporated Executive Savings Plan (Deferred Comp)
4.1
NVIT Mid Cap Index -- Class 1
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$1,000,001 - $5,000,000
Interest
$201 - $1,000
2
U.S. bank #2 (cash)
$1,000,001 - $5,000,000
Interest
$201 - $1,000
3
PARROT PROPERTIES LLC
3.1
Residential real estate, Phoenix, AZ
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
4
U.S. savings bonds
$1,001 - $15,000
None (or less than $201)
5
Brokerage account
5.1
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)
5.2
Apple, Inc. (AAPL)
$15,001 - $50,000
Dividends
$201 - $1,000
5.3
AbbVie, Inc. (ABBV)
$1,001 - $15,000
Dividends
$201 - $1,000
5.4
Accenture Plc (ACN)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Chevron Corp. (CVX)
Sale
01/14/2022
$1,001 - $15,000
2
Chevron Corp. (CVX)
Sale
01/14/2022
$1,001 - $15,000
3
Verizon Communications, Inc. (VZ)
Sale
01/14/2022
$1,001 - $15,000
4
Verizon Communications, Inc. (VZ)
Sale
01/14/2022
$1,001 - $15,000
5
Amazon.com, Inc. (AMZN)
Sale
01/14/2022
$15,001 - $50,000
6
Amazon.com, Inc. (AMZN)
Sale
01/19/2022
$1,001 - $15,000
7
JP Morgan Chase &Co. (JPM)
Sale
01/19/2022
$1,001 - $15,000
8
JP Morgan Chase & Co. (JPM)
Sale
01/19/2022
$15,001 - $50,000
9
Starbucks Corp. (SBUX)
Sale
01/28/2022
$1,001 - $15,000
10
salesforce.com, inc. (CRM)
Sale
02/14/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Fox 44 Hotel Project
$100,001 - $250,000
2021
On Demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
Appointed by the President pursuant to Section 3345(a) of Title 5, United States Code, to temporarily administer the agency pending the confirmation of its nominee.
5
6.46
Acquired in November 2021, after submission of nominee statement, and outside of the transactional reporting for this report.
5
7
This entity is responsible for the payment of the annual installment payments (and, as applicable, the back end earnout) to the filer's spouse. Because the payments are deferred and are subject to offset, they are held in a separate LLC (also a subsidiary of The Cheesecake Factory).
6
5.48
Acquired in November 2021, after the submission of my nominee statement and prior to the current reporting period.
6
8
Underlying asset sold in 2022; final distribution paid out.
6
11
See Part 8, Line item 3 for associated capital commitments.
6
12
New investment since last reporting period. We invested on October 22, 2021, after the submission of my nominee financial statement, but before the reporting period for this OGE-278, which is the first OGE-278 in my tenure as US Attorney.
8
1
Last tranche paid off in 2022.

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