Estimated Net Worth
- $375 K - $1.1 M
Salary
- Unknown
Records
- OGE Form 278e (02/14/2024)
- OGE Form 278t (02/13/2024)
- OGE Form 278t (11/14/2023)
- OGE Form 278t (10/11/2023)
- OGE Form 278t (06/09/2023)
- OGE Form 278e (03/16/2023)
- OGE Form 278t (03/10/2023)
- OGE Form 278t (12/14/2022)
- OGE Form 278t (11/15/2022)
- OGE Form 278t (10/10/2022)
- OGE Form 278t (05/09/2022)
- OGE Form 278t (04/14/2022)
- OGE Form 278t (03/08/2022)
- OGE Form 278e (03/07/2022)
- OGE Form 278t (01/13/2022)
- OGE Form 278t (12/10/2021)
- OGE Form 278t (11/05/2021)
- OGE Form 278t (10/12/2021)
- OGE Form 278t (07/16/2021)
- OGE Form 278t (06/08/2021)
- OGE Form 278t (03/07/2021)
- OGE Form 278e (03/05/2021)
- OGE Form 278t (02/11/2021)
- OGE Form 278t (01/19/2021)
- OGE Form 278t (11/06/2020)
- OGE Form 278t (08/14/2020)
- OGE Form 278t (07/11/2020)
- OGE Form 278t (06/19/2020)
- OGE Form 278e (05/11/2020)
- OGE Form 278t (05/08/2020)
- OGE Form 278t (04/25/2020)
- OGE Form 278t (03/27/2020)
- OGE Form 278t (12/02/2019)
- OGE Form 278t (07/15/2019)
- OGE Form 278e (04/11/2019)
- OGE Form 278t (04/02/2019)
Financial Disclosure Details - OGE Form 278e (02/14/2024)
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 | Sullivan & Cromwell, LLP, defined benefit plan (value not readily ascertainable): eligible for approximately $422.85/mo. commencing 09/2026 | None (or less than $201) | ||
2 | Filer's IRA #1 | Cash Distribution | $5,034 | |
2.1 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Total STK MKT (VTI) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Vanguard Total Bond MKT (BND) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Total Intl STK (VXUS) | $15,001 - $50,000 | None (or less than $201) | |
3 | Filer's IRA #2 | |||
3.1 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total STK MKT (VTI) | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Vanguard Total Bond MKT (BND) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sullivan & Cromwell, LLP | New York, New York | The filer will receive approximately $422.85 per month commencing 09/2026 from this defined benefit plan. Neither the filer nor the plan sponsor will make contributions during his appointment at HHS. | 7/1990 |
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 | Spouse's IRA #1 | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Calvert Small Cap Fund Class I Shares (CSVIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | GMO Quality Fund Class I Shares (GQLIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Green Century MSCI International Index Fund Institutional Class Shares (GCIFX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Parnassus Core Equity Fund Institutional Shares (PRILX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Virtus Duff & Phelps Water Fund INSTL (AWTIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Calvert Short Duration Income Fund Class I Shares (CDSIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | CCM Community Impact Bond Fund Instl (CRANX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Vanguard Scottsdale FDS Inter Term Treas (VGIT) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland College Investment Plan #1 | |||
1.1 | Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) | |
2 | Maryland College Investment Plan #2 | |||
2.1 | Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. credit union #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. credit union #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Filer's IRA #1 Sector SPDR Utilities (XLU) | Purchase | 02/08/2023 | $1,001 - $15,000 |
2 | Filer's IRA #2 Sector SPDR Utilities (XLU) | Purchase | 02/08/2023 | $1,001 - $15,000 |
3 | Filer's IRA #1 Vanguard Long-Term (VGLT) | Purchase | 05/10/2023 | $1,001 - $15,000 |
4 | Filer's IRA #1 Franklin U.S. Low Volatility High Dividend (LVHD) | Purchase | 05/17/2023 | $1,001 - $15,000 |
5 | Filer's IRA #1 Ishares Gold TR SHS (IAU) | Sale | 05/10/2023 | $1,001 - $15,000 |
6 | Filer's IRA #2 Franklin U.S. Low Volatility High Dividend (LVHD) | Purchase | 05/17/2023 | $1,001 - $15,000 |
7 | Filer's IRA #2 Ishares Gold TR SHS (IAU) | Sale | 05/10/2023 | $1,001 - $15,000 |
8 | Filer's IRA #1 Ishares Gold TR SHS (IAU) | Sale | 09/11/2023 | $15,001 - $50,000 |
9 | Filer's IRA #1 Ishares 10-20 Year (ETF) | Sale | 09/11/2023 | $15,001 - $50,000 |
10 | Filer's IRA #1 Vanguard Long Term (VGLT) | Sale | 09/11/2023 | $15,001 - $50,000 |
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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