Financial Disclosure Details - OGE Form 278e (06/28/2019)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Barbara E. Emanuel Trust No. 1
NA, Virginia
Trustee
Present
2
George S. Knight/Kenneth C. Patty Memorial Trust of the Virginia Society Sons of the American Revolution
NA, Virginia
Trustee
Present
3
Sons of the American Revolution
Louisville, Kentucky
Multiple
Present
4
Sons of the American Revolution Foundation
Louisville, Kentucky
Director
Present
5
Children of the American Revolution
Washington, District of Columbia
Multiple
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Author, "Grand Jury Law and Practice", Thomson West Publishing
Royalties
$1,758
2
Vanguard Mid-Cap Index Admiral Shares
$100,001 - $250,000
$1,001 - $2,500
3
Vanguard 500 Index Admiral Shares
$100,001 - $250,000
$2,501 - $5,000
4
Vanguard Small-Cap Index Admiral Shares
$100,001 - $250,000
$1,001 - $2,500
5
Vanguard Total International Stock Index Fund Admiral
$15,001 - $50,000
$201 - $1,000
6
Vanguard Total Stock Market Index Admiral Shares
$1,001 - $15,000
None (or less than $201)
7
SPDR Portfolio Large Cap ETF
$1,001 - $15,000
None (or less than $201)

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
Prince William County Schools
salary
2
Vanguard Dividend Growth Fund
$1,001 - $15,000
$201 - $1,000
3
Vanguard International Explorer
$15,001 - $50,000
$1,001 - $2,500
4
Vanguard Total Stock Market Index Admiral
$100,001 - $250,000
$2,501 - $5,000
5
Kimberly Clark
$1,001 - $15,000
Dividends
$201 - $1,000
6
Paychex
$1,001 - $15,000
None (or less than $201)
7
Duke Real Estate
$1,001 - $15,000
Dividends
$201 - $1,000
8
Prince William County Schools, defined benefit plan (value not readily ascertainable)
None (or less than $201)
9
John Hancock Disciplined Value Mid Cap
$1,001 - $15,000
None (or less than $201)
10
Vanguard Institutional Index
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 Stock Index Portfolio
$50,001 - $100,000
None (or less than $201)
2
Virginia 529 International Index
$1,001 - $15,000
None (or less than $201)
3
Virginia 529 Prepaid Education Program
$50,001 - $100,000
None (or less than $201)
4
Oracle Corp
$1,001 - $15,000
None (or less than $201)
5
Johnson & Johnson
$1,001 - $15,000
Dividends
$201 - $1,000
6
Barclays plc
$1,001 - $15,000
None (or less than $201)
7
Vanguard 500 Index Admiral Shares
$100,001 - $250,000
$2,501 - $5,000
8
Vanguard PRIMECAP
$1,001 - $15,000
$1,001 - $2,500
9
Vanguard Prime Money Market
$1,001 - $15,000
None (or less than $201)
10
Walt Disney Co
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Energy Transfer Partners LP
Purchase
01/17/2018
$1,001 - $15,000
2
Virginia 529 REIT Index
Sale
9/4/2018
$1,001 - $15,000
3
Virginia 529 Stock Index
Purchase
9/4/2018
$1,001 - $15,000
4
Virginia 529 Stable Value Portfolio
Purchase
9/4/2018
$1,001 - $15,000
5
Virginia 529 FDIC Insured Portfolio
Sale
1/4/2018
$15,001 - $50,000
6
Virginia 529 Stable Value Portfolo
Purchase
1/4/2018
$15,001 - $50,000
7
Vanguard Equity Income Fund
Sale
8/23/2018
$15,001 - $50,000
8
Vanguard Mid-Cap Index Admiral Shares
Purchase
8/23/2018
$1,001 - $15,000
9
Vanguard Small-Cap Index Admiral Shares
Purchase
8/23/2018
$1,001 - $15,000
10
Vanguard Total International Stock Index Admiral Shares
Purchase
8/23/2018
$1,001 - $15,000

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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