Financial Disclosure Details - OGE Form 278e (04/20/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Direct, Markets and Competition Policy
5/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
Janus/Henderson Research Fund D
$50,001 - $100,000
None (or less than $201)
2
Washington Center for Equitable Growth 401(k)
2.1
Vanguard Target Retirement Fund 2035
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2018

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
Kids In Need of Defense (Nonprofit Advocacy and Policy Organization)
salary
2
IRA
2.1
Vanguard Index 500
$15,001 - $50,000
None (or less than $201)
3
NAFSA: Association of International Educators 401(k)
3.1
PIMCO RealPath Blnd 2030 Fnd Inst.
$15,001 - $50,000
None (or less than $201)
4
National Immigration Forum 401(k)
4.1
American Funds International
$1,001 - $15,000
None (or less than $201)
4.2
LVIP SSGA S&P 500 Index
$15,001 - $50,000
None (or less than $201)
4.3
LVIP BlackRock Real Estate Fund
$1,001 - $15,000
None (or less than $201)
4.4
LVIP SSGA Small Cap Index
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
Vanguard Emerging Markets Stock Fund
$1,001 - $15,000
$201 - $1,000
3
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$15,001 - $50,000
$201 - $1,000
4
Vanguard Extended Market Fund
$15,001 - $50,000
$201 - $1,000
5
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
6
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
$1,001 - $2,500
7
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX)
$1,001 - $15,000
None (or less than $201)
8
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares
$1,001 - $15,000
$201 - $1,000
9
Bank of America Corporation
$1,001 - $15,000
None (or less than $201)
10
Ishares MSCI Pacific Ex Japan ETF
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Verizon Communications, Inc. (VZ)
Sale
12/19/2023
$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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