Financial Disclosure Details - OGE Form 278e (03/13/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Berkeley, California
Trustee
Present
2
Berkeley, California
Professor Emeritus
Present
3
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
Distribution
$78,479
1.1
Vanguard Short Term Corporate Bond Index Admiral (VSCSX)
$1,000,001 - $5,000,000
None (or less than $201)
2
Harvard University defined contribution plan
Distribution
$17,994
2.1
TIAA Traditional Annuity
$15,001 - $50,000
None (or less than $201)
2.2
CREF R3 Stock Fund
$250,001 - $500,000
None (or less than $201)
3
IRA-Roth
3.1
Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX)
$250,001 - $500,000
None (or less than $201)
4
University of California, defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$8,308

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Berkeley, California
I will continue to participate in the University's defined benefit plan.
7/1980
2
Cambridge, Massachusetts
I have a vested interest in TIAA-CREF due to contributions from Harvard University where I served as Assistant Professor. I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/1976

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 IRA
Distribution
$5,441
1.1
Vanguard Short Term Investment Grade Fund (VFSUX)
$50,001 - $100,000
None (or less than $201)
2
Georgetown University 403(b)
2.1
Vanguard Target Retirement Income Fund (VTINX)
$250,001 - $500,000
None (or less than $201)
3
University of California 403(b)
Distribution
$67,280
3.1
University of California Savings Fund
$50,001 - $100,000
None (or less than $201)
3.2
University of California Bond Fund
$500,001 - $1,000,000
None (or less than $201)
4
University of California, defined benefit plan (value not readily ascertainable)
Retirement payments
5
University of California, 415M Restoration Plan defined benefit plan (value not readily ascertainable)
Retirement payments
6
Georgetown University
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
Akerlof and Yellen Family Trust
1.1
Vanguard Extended Market Fund (VEXAX)
$500,001 - $1,000,000
$5,001 - $15,000
1.2
Vanguard 500 Index Admiral Shares (VFIAX)
$1,000,001 - $5,000,000
$15,001 - $50,000
1.3
U.S. bank cash account #1
$1,000,001 - $5,000,000
Interest
$1,001 - $2,500
2
Stamp collection
$15,001 - $50,000
None (or less than $201)
3
George A. Akerlof Revocable Trust
3.1
Vanguard Short Term Bond Index Fund (VBIRX)
Over $1,000,000
$50,001 - $100,000
3.2
Vanguard European Stock Index fund (VEUSX)
$250,001 - $500,000
$15,001 - $50,000
3.3
Vanguard 500 Index Admiral Shares (VFIAX)
Over $1,000,000
$50,001 - $100,000
3.4
Vanguard Developed Markets Index Fund Admiral (VTMGX)
$500,001 - $1,000,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX)
Sale
12/15/2022
$50,001 - $100,000
2
CREF Stock Fund R3
Sale
11/21/2022
$15,001 - $50,000
3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
12/15/2022
$50,001 - $100,000
4
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
Sale
12/15/2022
$1,001 - $15,000
5
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
12/21/2022
$1,001 - $15,000
6
University of California Savings Fund
Sale
11/30/2022
$1,001 - $15,000
7
University of California Bond Fund
Sale
11/30/2022
$50,001 - $100,000
8
PIMCO Total Return Fund
Sale
10/31/2022
$1,001 - $15,000

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
Nothing reported in this section

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