Financial Disclosure Details - OGE Form 278e (06/28/2023)

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
Vanguard Inflation Protected Securities (VIPIX)
$1,001 - $15,000
None (or less than $201)
2
SSgA S&P 500 Index
$15,001 - $50,000
None (or less than $201)
3
BlackRock Large Cap Focus Growth Fund, Inc Institutional Shares (MAFOX)
$1,001 - $15,000
None (or less than $201)
4
T. Rowe Price Large-Cap Growth Fund I Class (TRLGX)
$1,001 - $15,000
None (or less than $201)
5
SSgA Mid Cap Equity Index
$1,001 - $15,000
None (or less than $201)
6
Artisan Mid Cap Fund Investor Class (ARTMX)
$1,001 - $15,000
None (or less than $201)
7
SSgA Small Cap Equity Index
$1,001 - $15,000
None (or less than $201)
8
CenterSquare Real Estate Equity
$1,001 - $15,000
None (or less than $201)
9
Wellington Global Opportunities Equity Fund
$1,001 - $15,000
None (or less than $201)
10
SSgA Emerging Markets Index
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Goldman Sachs (401k)
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2002
2
Williams & Connolly LLP (401k)
Washington D.C., District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2010

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
Vanguard Target Retirement 2050 Fund
$15,001 - $50,000
None (or less than $201)
2
Southern New Hampshire University Retirement Plan and Trust (American Funds 2050 Target Date Retirement Fund Class R-6, RFITX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Ascensus 529 DC College Savings Plan 2034 Portfolio
$1,001 - $15,000
None (or less than $201)
2
Janus Henderson Forty Fund (JFRDX)
$50,001 - $100,000
None (or less than $201)
3
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
4
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)
6
Vanguard Total Stock Market Index Fund (Investor Shares)
$1,001 - $15,000
None (or less than $201)
7
Boeing Company
$1,001 - $15,000
None (or less than $201)
8
Residential real estate, Washington, DC
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
9
Caterpillar Inc.
$1,001 - $15,000
None (or less than $201)
10
General Electric Co
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$50,001 - $100,000
2011
15 years
2
Chase Bank
$500,001 - $1,000,000
2017
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
NBCUniversal
New York, New York
White House Correspondents Dinner, Washington DC, 4/30/22
$700
2
Kennedy Center and Paramount
Washington, District of Columbia
Annual Kennedy Center Honors Gala and Supper Dance with a guest, 12/4/22
$10,060
3
theGrio
Beverly Hills, California
"A Seat At The Table" Celebration of Black Media, Washington DC, 4/30/22
$500
4
Paramount
New York, New York
Kennedy Center Honors Brunch with a guest, Washington DC, 12/3/22
$420
5
Technology Policy Institute (TPI)
Washington, District of Columbia
Airline ticket, hotel room, and meals incident to speech at Forum in Aspen, CO, (August 14-16, 2022).
$1,074

Endnotes

Section
#
Description
Nothing reported in this section

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