Mary Bruce
Special Advisor To The Director
Estimated Net Worth
  • estimated net worth
    $1.0 M - $2.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
Roth IRA - Brokerage Account:
1.1
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$50,001 - $100,000
None (or less than $201)
2
Traditional IRA - Brokerage Account:
2.1
Vanguard International Value Fund Investor Shares (VTRIX)
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$50,001 - $100,000
None (or less than $201)
2.3
Vanguard International Growth Fund Investor Shares (VWIGX)
$1,001 - $15,000
None (or less than $201)
3
Individual Brokerage Account::

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Maryland Supplemental Retirement Plan, 457(b) plan:
1.1
EuroPacific Growth Fund Class R6 Shares (RERGX)
$1,001 - $15,000
None (or less than $201)
1.2
Delaware Value Fund Institutional Class Shares (DDVIX)
$1,001 - $15,000
None (or less than $201)
1.3
State Street International Index Fund
$1,001 - $15,000
None (or less than $201)
1.4
State Street S&P 500 Index Fund Class N Shares (SVSPX)
$1,001 - $15,000
None (or less than $201)
1.5
William Blair Large Cap Growth Fund Class N Shares (LCGNX)
$1,001 - $15,000
None (or less than $201)
2
Maryland Supplemental Retirement Plan, 401(k) plan:
2.1
TRowe Price 2040 Trust B
$1,001 - $15,000
None (or less than $201)
3
Rollover IRA Brokerage Account:
3.1
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
2
Residential real estate, Washington, DC
$250,001 - $500,000
$5,001 - $15,000
3
Residential real estate, Annapolis, MD
$250,001 - $500,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
Residential Real Estate, Washington DC
Sale
07/22/2022
$250,001 - $500,000
2
Dividend Reinvestment
Purchase
12/28/2022
$1,001 - $15,000
3
Dividend Reinvestment
Purchase
12/09/2022
$1,001 - $15,000
4
Dividend Reinvestment
12/28/2022
$1,001 - $15,000
5
Dividend Reinvestment
Purchase
12/28/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nelnet Loan Services
$15,001 - $50,000
30 year
2
Truist (formerly BBT)
$250,001 - $500,000
2014
30 year
3
Wells Fargo
$50,001 - $100,000
2005
15 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
Rental real estate sale in July 2022 resulting in credit paid to seller after paying off the mortgage of $81,475.63.
6
2
Unit rented for part of the year; sold July 2022. See "Transactions" for detail.
7
1
Rental property in the amount of $429,384.07 in July 2022; the debit to the filer was $347,908.44 (outstanding mortgage owed); the credit paid to seller after paying off the mortgage was $81,475.63.
7
2
Dividend Reinvestment, Charles Schwab, AROIX in the amount of $2139.79
7
3
Dividend Reinvestment, Charles Schwab, SWTSX in the amount of $1336.66
7
4
Vanguard brokerage account VTTVX dividend of $2891.66 was reinvested on 12/28/22 (Spouse)
7
5
Vanguard rollover IRA brokerage account VTTVX, dividend of $2174.98 was reinvested on 12/28/22 (spouse)
8
2
This mortgage was paid off in July 2022. See "Transactions" section for details.
8
3
Refinanced in 2/24/23 from 30 year to 15 year and lower interest rate (4.875% to 3.5%); was previously Wells Fargo and is still Wells Fargo.

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