Financial Disclosure Details - OGE Form 278e (05/03/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Raytheon Co.
1.1
Raytheon Non-Contributory Pension
$50,001 - $100,000
retirement payment (annual)
$53,586
2
US bank account #1 (business)
$1,001 - $15,000
None (or less than $201)
3
Traditional IRA #1
3.1
Strategic Realty Trust REIT
$15,001 - $50,000
None (or less than $201)
3.2
Sabra Health Care REIT, Inc. (SBRA)
$1,001 - $15,000
None (or less than $201)
3.3
Ventas REIT
$50,001 - $100,000
None (or less than $201)
3.4
US Sweep Account (cash)
$50,001 - $100,000
None (or less than $201)
4
Rollover IRA #1
4.1
ISHARE Gold ETF (IAU)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Waltham, Massachusetts
I will continue to participate in the Non-Contributory pension.
10/2019

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
University of Maryland
salary
2
Raytheon Non-Contributory Pension
$15,001 - $50,000
Retirement Payments
3
Rollover IRA
3.1
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX)
$500,001 - $1,000,000
None (or less than $201)
3.2
Vanguard Wellesley Income Fund Investor Shares (VWINX)
$100,001 - $250,000
None (or less than $201)
3.3
Vanguard/Wellington Fund, Inc Investor Shares (VWELX)
$100,001 - $250,000
None (or less than $201)
4
Traditional IRA
4.1
Raytheon Technologies Income Fund
$500,001 - $1,000,000
None (or less than $201)
5
Maryland Optional Retirement Program
5.1
Fidelity Freedom Index Income Fund Institutional Premium Class Shares (FFGZX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate, Ashburn, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
Residential Real Estate, Ashburn, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
3
Residential Real Estate, Ashburn, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
4
Residential Real Estate, Fredericton, NB, Canada
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
5
US bank account #1 (cash)
$15,001 - $50,000
None (or less than $201)
6
KBS REIT II
$1,001 - $15,000
Dividends
None (or less than $201)
7
Pacific Oak Strategic Opportunity REIT
$100,001 - $250,000
Dividends
$1,001 - $2,500
8
Strategic Realty Trust
$15,001 - $50,000
Dividends
None (or less than $201)
9
EE Bond
$1,001 - $15,000
None (or less than $201)
10
Canada Bank (cash)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
New American Funding
$100,001 - $250,000
2013
30
2
CENLAR
$50,001 - $100,000
2011
15

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3.1
REIT: Urban retail properties in CA
2
3.2
REIT has 609 investment properties in 43 states & Canada
2
3.3
Ventus REIT has 1190 healthcare properties across the U.S.
2
5.1
99% invested in US Treasury bonds maturing from 2021 to 2051
2
5.2
87% investment in Government National Mortgage Association II, 8% invested in Government National Mortgage Association I, 5% cash
5
4.1
Raytheon converted the RAYSIP Fixed Income Fund to the Raytheon Technologies Income Fund. No transaction conducted.
5
6
Last year's input to the Fidelity Teledyne 401k was transcribed incorrectly. The only fund in this 401k is the Loomis Core PL BD N in item 6.1. In last year's report, Items 3.1, 3.2 and 3.3 were incorrectly duplicated as items 6.1, 6.2 and 6.3.
5
6.1
No transaction occurred. Previous input to the Fidelity Teledyne 401k was transcribed incorrectly. This is the only fund in the Fidelity Teledyne 401k.
6
17
Perspective L Series Fixed & Variable Annuity
6
25
No transaction occurred. Last year's entry for this fund was incorrect in two ways: 1) Incorrectly placed in the Fidelity Teledyne 401k and 2) the value was incorrectly given the same value as in item 3.1. Item 8 is an investment account separate from Item 3.1. This year's value or Item 8 is the same as last year.

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