Financial Disclosure Details - OGE Form 278e (05/14/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Morgan Stanely
Arlington, Virginia
Executive Director
5/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Morgan Stanely, ESOP account
$250,001 - $500,000
Dividends
$5,001 - $15,000
2
Morgan Stanley 401k
2.1
State Street US High Yield Bond Index Fund
$1,001 - $15,000
None (or less than $201)
2.2
PIMCO Core Fixed Income Portfolio
$1,001 - $15,000
None (or less than $201)
2.3
BlackRock S&P 500 Index
$1,001 - $15,000
None (or less than $201)
2.4
T Rowe Price Large Cap Value Fund
$1,001 - $15,000
None (or less than $201)
2.5
Black Rock S&P 400 Midcap Index
$1,001 - $15,000
None (or less than $201)
2.6
BlackRock Russel 2000 Index
$1,001 - $15,000
None (or less than $201)
2.7
BlackRock Emerging Markets Index Fund
$1,001 - $15,000
None (or less than $201)
2.8
SSGA Target Retirement 2030 Index
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/1988
2
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2012
3
Arlington, Virginia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/2016
4
Morgan Stanely
Arlington, Virginia
My participation in the employee stock ownership plan will cease upon my separation from the firm.
11/2017

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
Comcast
salary, bonus
2
Comcast Employee Stock Ownership Plan
$250,001 - $500,000
None (or less than $201)
3
Comcast employee purchase plan
$1,001 - $15,000
None (or less than $201)
4
Comcast restricted stock units
$250,001 - $500,000
None (or less than $201)
5
Comcast stock options
$15,001 - $50,000
None (or less than $201)
6
Comcast 401K
6.1
Fidelity Small Mid Cap Stock Fund
$15,001 - $50,000
None (or less than $201)
6.2
Fidelity Large Cap Stock Fund
$15,001 - $50,000
None (or less than $201)
6.3
Comcast Stable Value Fund
$50,001 - $100,000
None (or less than $201)
6.4
Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$1,001 - $2,500
2
U.S. bank #2 (cash)
$250,001 - $500,000
Dividends Interest
None (or less than $201)
3
Hanesbrands Inc Stock
$1,001 - $15,000
Dividends
None (or less than $201)
4
College Savings 529 MPK
4.1
American US Govt Money Market CL 529 A
$50,001 - $100,000
Dividends
$5,001 - $15,000
4.2
American Balanced CL 529 A
$15,001 - $50,000
Dividends
$1,001 - $2,500
5
Ameriprise Annuity (LK FNM)
5.1
JPMorgan Global Act
$100,001 - $250,000
None (or less than $201)
5.2
AB Global Dynamic AI
$250,001 - $500,000
None (or less than $201)
5.3
American Fund Balan
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Sequoia Fund, Inc (SEQUX)
Sale
12/23/2023
$15,001 - $50,000
2
Comcast Corp. (CMCSA)
Sale
08/28/2023
$15,001 - $50,000
3
Comcast Corp. (CMCSA)
Sale
12/29/2023
$50,001 - $100,000
4
Comcast Corp. (CMCSA)
Sale
08/04/2023
$50,001 - $100,000
5
Comcast Corp. (CMCSA)
Sale
08/28/2023
$1,001 - $15,000
6
Sequoia Fund, Inc (SEQUX)
Sale
12/28/2023
$15,001 - $50,000
7
Sequoia Fund, Inc (SEQUX)
Sale
12/23/2023
$15,001 - $50,000
8
Comcast Corp. (CMCSA)
Sale
08/28/2023
$15,001 - $50,000
9
Comcast Corp. (CMCSA)
Sale
12/29/2023
$50,001 - $100,000
10
Comcast Corp. (CMCSA)
Sale
08/04/2023
$50,001 - $100,000

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
5
2
Employer - Comcast
5
3
Employer - Comcast
5
4
Employer- Comcast
5
5
Employer - Comcast

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