Financial Disclosure Details - OGE Form 278e (01/02/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Distinguished Fellow
Present
2
Evanston, Illinois
Senior Fellow & Public Advocate
Present
3
San Francisco, California
Member of the Board of Directors
Present
4
Ronkonkoma, New York
Member of the Board of Directors
5/2022
5
Washington, District of Columbia
Member of Expert Network
Present
6
New York, New York
Member of Expert Network
Present
7
New York, New York
Member Expert Network
Present
8
New York, New York
Member, Expert Network
Present
9
New York, New York
Member of Expert Network
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Georgetown Law Institute for Technology Law & Policy
Consulting Fees
$80,773
2
Benton Institute for Broadband & Society
Consulting Fees
$178,887
3
The Ford Foundation, defined contribution plan
3.1
CREF Stock R2
$1,001 - $15,000
None (or less than $201)
3.2
CREF Growth R2
$1,001 - $15,000
None (or less than $201)
3.3
CREF Global Equities R2
$1,001 - $15,000
None (or less than $201)
3.4
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)
3.5
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
4
Sohn, Gigi IRA
4.1
DFA Emerging markets value portfolio institutional class (DFEVX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York City, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions, and I will not make any contributions to this plan.
8/2000

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Public advocacy, coalition building and strategic guidance that broadens public awareness about the importance of universal, affordable and open communications networks.
2
Evanston, Illinois
Public advocacy, coalition building and strategic guidance that broadens public awareness about the importance of universal, affordable and open communications networks.
3
New York, New York
Provide investment analysts with expert opinion on legislative, executive and regulatory actions (single year income exceeded $5000 only in 2021)

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
U.S. Credit Union (cash)
$15,001 - $50,000
None (or less than $201)
2
American Century Ultra Fund Investor Class Shares (TWCUX)
$1,001 - $15,000
$201 - $1,000
3
Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX)
$1,001 - $15,000
None (or less than $201)
4
Janus Henderson Research Fund Class D Shares (JNRFX)
$1,001 - $15,000
None (or less than $201)
5
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
6
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
7
Land and barn, Zionville, NC
$100,001 - $250,000
None (or less than $201)
8
US Bank #3 (cash - UTMA)
$1,001 - $15,000
None (or less than $201)
9
Investment Account (UTMA)
9.1
US Brokerage Account (cash)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Truist Bank
$100,001 - $250,000
2007
25 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
4
From March 2020 to May 2022, I served on the Board of Directors of Sports Fans Coalition NY, Inc, of which Locast was a service wholly owned by Sports Fans Coalition NY, Inc. Locast ceased operations in September 2021.
1
5
No compensation received or services provided in the reporting period
1
6
No compensation received or services provided in the reporting period
1
7
No compensation received or services provided in the reporting period
1
8
No compensation received or services provided in the reporting period
1
9
No compensation received or services provided in the reporting period

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