Financial Disclosure Details - OGE Form 278e (06/15/2023)

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
Microsoft Corporation, deferred compensation
1.1
Vanguard FTSE All-World ex-US Index Fund Institutional Shares
$1,000,001 - $5,000,000
None (or less than $201)
1.2
Vanguard Mid-Cap Index Fund Admiral Shares
$1,000,001 - $5,000,000
None (or less than $201)
1.3
Fid GR Co Pool CL3
$1,000,001 - $5,000,000
None (or less than $201)
1.4
PIMCO Unconstrained Bond-Ins
$1,000,001 - $5,000,000
$15,001 - $50,000
1.5
Vanguard 1-5 Year US Bond Index
$1,000,001 - $5,000,000
None (or less than $201)
1.6
Vanguard Small-Cap Index Fund Admiral Shares
$1,000,001 - $5,000,000
$15,001 - $50,000
1.7
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$250,001 - $500,000
$5,001 - $15,000
2
IRA
2.1
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Redmond, Washington
Pursuant to the company’s executive compensation plan, my unvested restricted stock units will begin to vest every six months beginning in August 2021, with the remaining units vesting every February and August until the final units vest in August 2024. Upon vesting, the restricted stock units are converted to common stock and sold pursuant to the forward contract dated February 9, 2022.
4/2015
2
Redmond, Washington
I will continue to participate in this deferred compensation plan. Assets will begin to vest over a number of years, starting upon my retirement from the company. The plan sponsor will not make further contributions after my separation.
4/2015
3
Dallas, Texas
I will continue to participate in this defined benefit plan.
6/1982

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
IRA
1.1
Columbia Pacific Income Fund II
$500,001 - $1,000,000
None (or less than $201)
1.2
SPDR S&P 500 (SPY)
$100,001 - $250,000
None (or less than $201)
1.3
Fidelity Gov't Sweep Money Fund
$50,001 - $100,000
None (or less than $201)
1.4
Fid Contra Pool CL3
$50,001 - $100,000
None (or less than $201)
2
SEP IRA
2.1
SPDR S&P 500 (SPY)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Gov't Sweep Money Fund
$15,001 - $50,000
None (or less than $201)
2.3
PIMCO Total Return
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Alkeon Growth Partners LP
$500,001 - $1,000,000
None (or less than $201)
2
BalFour Place Investors, LLC
$1,000,001 - $5,000,000
None (or less than $201)
3
Columbia Pacific Income Fund II
$5,000,001 - $25,000,000
$100,001 - $1,000,000
4
EJF Specialty Finance Solutions Fund
None (or less than $1,001)
$15,001 - $50,000
5
Fidelity Gov't Sweep Money Fund
$5,000,001 - $25,000,000
$15,001 - $50,000
6
Global Partnerships SIF 5.0 (5.0% 3/25/23)
$100,001 - $250,000
None (or less than $201)
7
Global Partnerships SIF 6.0 (2.75% September 2025)
$250,001 - $500,000
$5,001 - $15,000
8
Gryphon Mezzanine Partners
$100,001 - $250,000
$100,001 - $1,000,000
9
Gryphon Mezzanine Partners II
$250,001 - $500,000
$50,001 - $100,000
10
Gryphon Capital Partners Fund V
None (or less than $1,001)
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
1
Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/29
Sale
01/03/2022
$15,001 - $50,000
2
Los Angeles CNTY Calif Tax And Rev S 4.00% Due 06/30/22
Sale
01/11/2022
$500,001 - $1,000,000
3
Maryland ST Dept TR 5.00% Comb Tax Due 10/01/26
Purchase
01/14/2022
$15,001 - $50,000
4
Maryland ST Dept TR 5.00% Comb Tax Due 10/01/26
Purchase
01/07/2022
$15,001 - $50,000
5
Maryland ST Dept TR 5.00% Comb Tax Due 10/01/26
Purchase
01/10/2022
$15,001 - $50,000
6
Prince Georges CNTY MD Go Consolidated 5.00% Due 07/15/31
Purchase
01/10/2022
$500,001 - $1,000,000
7
Round Rock Tex Indpt SCH Dist Unltd Tax 5.00% Due 08/01/25
Purchase
01/07/2022
$15,001 - $50,000
8
New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/25
Purchase
01/18/2022
$15,001 - $50,000
9
Illinois HSG Dev Auth Rev BDS Ser. 1.70% Due 04/01/2031
Purchase
02/08/2022
$15,001 - $50,000
10
New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/2025
Purchase
02/08/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Redwood Kairos Real Estate Fund VIII
$250,001 - $500,000
2020
On Demand
2
Security Properties Multi-Family Fund VI, LLC
$1,000,001 - $5,000,000
2021
On Demand
3
Goodwater Infinity II, LP
$100,001 - $250,000
2021
On Demand
4
Gryphon Mezzanine Partners II
$50,001 - $100,000
2019
On Demand
5
Goodwater Capital IV
$250,001 - $500,000
2021
On Demand
6
Vision Ridge SAF III
$500,001 - $1,000,000
2021
On Demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1.1
Ticker: VFWSX
2
1.2
Ticker: VIMAX
2
1.5
Ticker: VFISX
2
1.6
VSMAX
6
2
Co-investment in multi-family housing building located in Seattle, Washington.
6
3
Commercial real estate lending fund
6
4
European focused specialty finance fund. Fund fully liquidated.
6
10
Transfer to separate trust not for the benefit of the filer or spouse Formerly listed as Gryphon Partners Fund V
6
11
Transfer to separate trust not for the benefit of the filer or spouse. Formerly listed as Gryphon Partners Fund VI.
6
12
Formerly listed as Gryphon Partners IV

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