Financial Disclosure Details - OGE Form 278e (06/02/2023)

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
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
German Marshall Fund of the US
$100,001 - $250,000
salary
2
Trusted Future
$100,001 - $250,000
Salary
$160,000

Other Assets and Income

#
Description
Value
Type
Amount
1
120 Central Avenue LLC
$250,001 - $500,000
Rent or Royalties
$50,001 - $100,000
2
Merck & Co., Inc. (MRK)
$100,001 - $250,000
Capital Gains Dividends
$5,001 - $15,000
3
Kansas City Bonds
$50,001 - $100,000
Interest
$2,501 - $5,000
4
Frisco, TX School District Bonds
$50,001 - $100,000
Interest
$2,501 - $5,000
5
DC Water & Sewer Authority Bonds
$50,001 - $100,000
Interest
$1,001 - $2,500
6
Fourth Sale Long Short Onshore Fund LP
$250,001 - $500,000
Capital Gains
$15,001 - $50,000
7
Berkshire Hathaway Inc. (BRKB)
$250,001 - $500,000
None (or less than $201)
8
Deere & Co. (DE)
$100,001 - $250,000
Capital Gains
$201 - $1,000
9
Bunge Limited (BG)
$100,001 - $250,000
None (or less than $201)
10
Abbott Laboratories (ABT)
$50,001 - $100,000
Capital Gains
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Pfizer Inc. (PFE)
Purchase
11/22/2022
$1,001 - $15,000
2
Deere & Co. (DE)
Purchase
11/22/2022
$1,001 - $15,000
3
Berkshire Hathaway Inc. (BRKB)
Purchase
11/22/2022
$15,001 - $50,000
4
Prudential Financial, Inc. (PRU)
Purchase
11/22/2022
$1,001 - $15,000
5
MetLife, Inc. (MET)
Purchase
11/22/2022
$1,001 - $15,000
6
Procter & Gamble Co. (PG)
Sale
11/22/2022
$100,001 - $250,000
7
Deere & Co. (DE)
Purchase
11/22/2022
$1,001 - $15,000
8
Organon & Co. Common Stock (OGN)
Sale
11/22/2022
$1,001 - $15,000
9
Chubb Ltd. (CB)
Purchase
11/22/2022
$1,001 - $15,000
10
Berkshire Hathaway Inc. (BRKB)
Purchase
11/22/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
7% interest in a commercial real estate property in Westchester, NY with two furniture store tenants.

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