Financial Disclosure Details - OGE Form 278e (05/03/2024)

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
Goodwin Procter LLP
1.1
FID FRDM BLND 2045 R
$100,001 - $250,000
2
ROTH IRA
2.1
Bond Fund of America CL A (ABNDX)
$1,001 - $15,000
2.2
Capital World Growth & Income FD INC Class A (CWGIX)
$15,001 - $50,000
2.3
Growth Fund America CL A (AGTHX)
$15,001 - $50,000
2.4
Wash Mutl Invs FD Inc Class A (AWSHX)
$1,001 - $15,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Goodwin Procter LLP
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2007

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
Glenmede Trust Company (Investment firm)
salary, bonus
2
IRA
2.1
ALX Oncology Hldgs Inc (ALXO)
$1,001 - $15,000
2.2
Compass Passways PLC (CMPS)
$1,001 - $15,000
2.3
Deciphera Pharmaceuticals Inc (DCPH)
$15,001 - $50,000
2.4
Sea Limited (SE)
$50,001 - $100,000
3
401K #1
3.1
Vanguard Total Bond Mkt Index (VBTIX)
$1,001 - $15,000
3.2
Vanguard Target Retirement 2045 (VTIVX)
$50,001 - $100,000
3.3
Vanguard Total Stock Mkt Idx (VITSX)
$15,001 - $50,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Alcoa Corp. (AA)
$1,001 - $15,000
2
Apple, Inc. (AAPL)
$100,001 - $250,000
3
Arconic Corp. (ARNC)
$1,001 - $15,000
4
Blackstone Inc (BX)
$250,001 - $500,000
5
The Walt Disney Co. (DIS)
$50,001 - $100,000
6
First Trust Dow Jones Internet Index Fund (FDN)
$50,001 - $100,000
7
General Electric Co. (GE)
$1,001 - $15,000
8
Howmet Aerospace Inc (HWM)
$15,001 - $50,000
9
Intel Corp. (INTC)
$15,001 - $50,000
10
Pfizer Inc. (PFE)
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
PureCycle Technologies Inc. Common stock (PCT)
Purchase
05/12/2023
$50,001 - $100,000
2
Energy Transfer LP Common Units (ET)
Sale
07/25/2023
$50,001 - $100,000
3
First Trust MLP and Energy Income Fund (FEI)
Sale
07/24/2023
$50,001 - $100,000
4
PureCycle Technologies Inc. Common stock (PCT)
Purchase
11/03/2023
$100,001 - $250,000
5
Impinj, Inc. (PI)
Purchase
10/25/2023
$100,001 - $250,000

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
Nothing reported in this section

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