Financial Disclosure Details - OGE Form 278e (05/15/2023)

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
1
University of California Def. Ben. Pen. (value not readily ascertainable)
None (or less than $201)
2
IRA
3
US bank cash account - Trust Deposit
$1,001 - $15,000
Interest
$201 - $1,000
4
Fidelity Adv International Small Cap
$1,001 - $15,000
None (or less than $201)
5
T. Rowe Price Mid Cap Growth - I
$1,001 - $15,000
None (or less than $201)
6
Artisan Global Opportunities Fund
$1,001 - $15,000
None (or less than $201)
7
Baron Emerging Markets Fund
$1,001 - $15,000
None (or less than $201)
8
First Eagle Global Fund
$1,001 - $15,000
None (or less than $201)
9
JP Morgan Value Advance
$15,001 - $50,000
$201 - $1,000
10
Oakmark Fund
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
University of California defined benefit plan
Los Alamos, New Mexico
Filer will continue to participate in the plan. Can take out a lump sum or monthly amount at any time from UC Benefits. These amounts change depending on the year.
10/1991

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
State of Maryland defined benefit pension plan (value not readily ascertainable)
None (or less than $201)
2
Bri-Bet Security
salary
3
IRA- US bank cash account- Bank Certificate of Deposit
$1,001 - $15,000
Interest
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank #1, checking/savings accounts
$1,001 - $15,000
None (or less than $201)
2
US brokerage UGMA/UTMA (cash account)
$1,001 - $15,000
None (or less than $201)
3
MetLife, variable life
3.1
T. Rowe Price Large Cap
$100,001 - $250,000
$5,001 - $15,000
4
Loomis Sayless Growth Portfolio
$100,001 - $250,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Sallie Mae
$50,001 - $100,000
2019
no payment while in school
2
Sallie May
$15,001 - $50,000
2020
on demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
17
new for 2022. IRA managed by Sandy Spring National Bank

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