Financial Disclosure Details - OGE Form 278e (04/23/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
University of Virginia Law School Foundation Board
Charlottesville, Virginia
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Fidelity IRA
1.1
DODIX - Dodge and Cox Income
$15,001 - $50,000
None (or less than $201)
1.2
Fidelity Spartan 500 Index Advtg Instl (FXAIX)
$100,001 - $250,000
None (or less than $201)
1.3
FIDELITY S/T TRSY INDEX (FUMBX)
$100,001 - $250,000
None (or less than $201)
1.4
Intl Business Machines Corp (IBM)
$1,001 - $15,000
None (or less than $201)
1.5
Caterpillar, Inc. (CAT)
$1,001 - $15,000
None (or less than $201)
1.6
Emerson Electric Co. (EMR)
$1,001 - $15,000
None (or less than $201)
1.7
Schlumberger Ltd (SLB)
$1,001 - $15,000
None (or less than $201)
1.8
T. Rowe Price Group, Inc. - Common Stock (TROW)
$1,001 - $15,000
None (or less than $201)
1.9
Target Corp. (TGT)
$1,001 - $15,000
None (or less than $201)

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
McCormick and Co.
salary, bonus
2
McCormick and Co., defined benefit plan (value not readily ascertainable)
None (or less than $201)
3
Fidelity IRA
3.1
Fidelity Spartan 500 Index Advtg Instl (FXAIX)
$100,001 - $250,000
None (or less than $201)
3.2
FUMBX (Fidelity Short Term T-Bond Fund)
$100,001 - $250,000
None (or less than $201)
3.3
Hilton Worldwide Holdings, Inc. (HLT)
$15,001 - $50,000
None (or less than $201)
3.4
Starbucks Corp. (SBUX)
$15,001 - $50,000
None (or less than $201)
3.5
OLLI (Ollie's Bargain Outlet Holdings)
$1,001 - $15,000
None (or less than $201)
3.6
VEU (Vanguard FTSE All-World ex-US Fund)
$15,001 - $50,000
None (or less than $201)
3.7
The Coca-Cola Co. (KO)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
1/2 ownership of beach rental property, Avalon, NJ
$1,000,001 - $5,000,000
Rent or Royalties
$15,001 - $50,000
2
US bank account (cash)
$250,001 - $500,000
None (or less than $201)
3
Fidelity Joint Brokerage
3.1
Baron WealthBuilder Fund Retail Class Shares (BWBFX)
$50,001 - $100,000
None (or less than $201)
3.2
Danaher Corp. (DHR)
$1,001 - $15,000
None (or less than $201)
3.3
Facebook, Inc. (FB)
$1,001 - $15,000
None (or less than $201)
3.4
Fidelity 500 Index Fund (FXAIX)
$50,001 - $100,000
None (or less than $201)
3.5
Salesforce.com, Inc. (CRM)
$1,001 - $15,000
None (or less than $201)
3.6
Snowflake Inc (SNOW)
$1,001 - $15,000
None (or less than $201)
4
Wells Fargo Joint Brokerage

Transactions

#
Description
Type
Date
Amount
1
McCormick & Co., Inc. (MKC)
Sale
05/08/2023
$100,001 - $250,000
2
McCormick & Co., Inc. (MKC)
Sale
07/26/2023
$100,001 - $250,000
3
U.S. Treasury Stripped Principal Note Due 5/15/2024
Purchase
09/11/2023
$50,001 - $100,000
4
U.S. Treasury Note Due 3/15/2024
Purchase
08/11/2023
$100,001 - $250,000
5
U.S. Treasury Bill Due 9/5/2023
Purchase
08/11/2023
$50,001 - $100,000
6
U.S. Treasury Bill Due 11/9/2023
Purchase
08/11/2023
$50,001 - $100,000
7
U.S. Treasury Bill Due 10/10/2023
Purchase
08/11/2023
$100,001 - $250,000
8
U.S. Treasury Bill Due 1/11/2024
Purchase
08/11/2023
$50,001 - $100,000
9
U.S. Treasury Bill Due 2/8/2024
Purchase
08/11/2023
$100,001 - $250,000
10
U.S. Treasury Bill Due 12/12/2023
Purchase
08/11/2023
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Mortgage
$250,001 - $500,000
2020
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3
Information provided by filer - filer received a one time lump sum payment from Norton Fulbright on 11/1/2023. This is the full value of the accrued benefit. This asset is no longer held.

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