Financial Disclosure Details - OGE Form 278e (04/30/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New England Journal of Medicine
Boston, Massachusetts
Editorial Board Member
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
$1,001 - $2,500

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
Beneficiary IRA (cash account)
$500,001 - $1,000,000
cash distribution
$48,840
2
Roth IRA
2.1
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares MSCI Eurozone ETF (EZU)
$1,001 - $15,000
None (or less than $201)
2
NovaGold Resources (NG)
$15,001 - $50,000
None (or less than $201)
3
Vanguard FTSE Europe ETF (VGK)
$50,001 - $100,000
$1,001 - $2,500
4
Vanguard Emerging Markets ETF (VWO)
$50,001 - $100,000
$2,501 - $5,000
5
U.S. bank #1 (cash)
$500,001 - $1,000,000
Interest
$5,001 - $15,000
6
U.S. Bank #2 (cash)
$100,001 - $250,000
Interest
None (or less than $201)
7
iShares Gold Trust (IAU)
$15,001 - $50,000
None (or less than $201)
8
Financial Select Sector SPDR Fund (XLF)
$100,001 - $250,000
$1,001 - $2,500
9
Real Estate Select Sector ETF (XLRE)
$15,001 - $50,000
$1,001 - $2,500
10
U.S. Bank #3 (cash)
$500,001 - $1,000,000
Interest
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P 500 ETF (IVV)
Purchase
05/11/2022
$250,001 - $500,000
2
Barrick Gold Corp. (Gold)
Purchase
07/25/2022
$1,001 - $15,000
3
iShares Core S&P 500 ETF (IVV)
Purchase
10/19/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Friends of Cancer Research
Washington, District of Columbia
Free attendance at the 25th and 26th Anniversary Reception
$700

Endnotes

Section
#
Description
Nothing reported in this section

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