Financial Disclosure Details - OGE Form 278e (04/15/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Head of Policy
4/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
International Committee of the Red Cross
Salary
$218,592
2
International Committee of the Red Cross Retirement Plan
2.1
AmerCent One Choice 2025A/AC25 Fund
$100,001 - $250,000
None (or less than $201)
3
IRA
3.1
Vanguard Explorer Fund
$50,001 - $100,000
None (or less than $201)
3.2
Vanguard Health Care Fund
$100,001 - $250,000
None (or less than $201)
3.3
Vanguard Global Cycles Fund
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard International Growth Fund
$15,001 - $50,000
None (or less than $201)
3.5
Morgan Stanley IRA Standard
$15,001 - $50,000
None (or less than $201)
4
US Institute of Peace TIAA Account

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
US Institute of Peace
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
2/2012
2
Washington
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/2015

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
Population Services International
Salary
2
Syracuse University - 04/22/2021
Honorarium
$1,000
3
Population Services International 403(b) Retirement Plan
3.1
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$1,000,001 - $5,000,000
$5,001 - $15,000
4
Population Services International 401(a) Retirement Plan
4.1
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
$500,001 - $1,000,000
$5,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
MD 529 College Savings Account
1.1
Balanced Portfolio
None (or less than $1,001)
$1,001 - $2,500
2
Residential Real Estate (Apartment) - Silver Spring, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
3
Residential Rental Property (House) - Arlington, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
4
State Dept Credit Union (cash)
$15,001 - $50,000
None (or less than $201)
5
Capitol One (cash)
$1,001 - $15,000
None (or less than $201)
6
Johnson & Johnson
None (or less than $1,001)
Capital Gains
$201 - $1,000
7
Rocket Companies
None (or less than $1,001)
None (or less than $201)
8
Cloudflare
$1,001 - $15,000
Capital Gains
$2,501 - $5,000
9
Apple
$1,001 - $15,000
Dividends
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Health Care Fund Admiral Shares (VGHAX)
Purchase
11/01/2023
$1,001 - $15,000
2
Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) (TAK)
Sale
10/05/2023
$1,001 - $15,000
3
Verizon Communications, Inc. (VZ)
Sale
10/05/2023
$1,001 - $15,000
4
Unilever PLC Common Stock (UL)
Sale
10/05/2023
$1,001 - $15,000
5
Estee Lauder Cos. (EL)
Sale
10/05/2023
$1,001 - $15,000
6
Activision Blizzard, Inc. (ATVI)
Sale
10/05/2023
$1,001 - $15,000
7
Maryland 529 College Savings Plan Balanced Portfolio
Sale
09/18/2023
$1,001 - $15,000
8
MD College 529 Plan
Sale
07/05/2023
$1,001 - $15,000
9
Pfizer Inc. (PFE)
Purchase
08/23/2023
$1,001 - $15,000
10
Morgan Stanley Institutional Fund Trust Government Portfolio Institutional Class Shares (MVRXX)
Sale
06/01/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
USGLC
Washington , District of Columbia
USGLC annual dinner - invitation extended to numerous USAID officials. Per consultation with GC, I was advised: "I believe the value of this gift for the dinner and event (available to the public is $1,000) for the dinner and event (not $135), so you (she) will need to report this gift from an outside entity on your next financial disclosure report." (melissa Campos, OGC)
1000.00

Endnotes

Section
#
Description
6
6
stock sale
6
7
stock sale: loss
6
8
stock sale
7
1
IRA Contribution
7
16
Maryland529 distribution for graduate-school expenses for son
7
17
Maryland529 distribution for graduate-school expenses for son

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