Financial Disclosure Details - OGE Form 278e (05/14/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Supernal
Washington, District of Columbia
Chief Commercial Officer
2/2023
2
Matternet
Mountain View, California
Board Member
10/2023
3
ANRA Technologies
McLean, Virginia
Board Member
10/2023
4
Flight Safety Foundation
Alexandria, Virginia
Board Member
10/2023
5
Hanover, New Hampshire
Trustee
10/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Supernal LLC
2023 Salary, Bonus, Rent Subsidy
$849,814
2
Matternet, vested stock options
$100,001 - $250,000
None (or less than $201)
3
ANRA Technologies, vested stock options
$50,001 - $100,000
None (or less than $201)
4
Supernal, 401(k) plan:
4.1
Dodge & Cox Income Fund Class X
$15,001 - $50,000
None (or less than $201)
4.2
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
$50,001 - $100,000
None (or less than $201)
5
Rollover IRA
5.1
Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC)
$1,001 - $15,000
None (or less than $201)
5.2
Vanguard ESG International Stock ETF (VSGX)
$15,001 - $50,000
None (or less than $201)
5.3
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Matternet
Mountain View, California
The options vested and expired.
10/2018
2
ANRA Technologies
McLean, Virginia
The options vested and were sold in 2024.
1/2019
3
Supernal
Washington, District of Columbia
My participation in the Supernal 401(k) plan ceased upon my separation from the company.
4/2020
4
Supernal
Washington, District of Columbia
Supernal reimbursed a portion of my actual rental costs for a residence in Washington, DC, up to a maximum of $70,000 per year. This arrangement ceased upon my resignation from my position with Supernal. A pro-rated portion of the rental reimbursement was repaid to Supernal upon my resignation.
3/2023

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
Good Neighbor Health Clinic
Hourly compensation
2
IRA
2.1
DFA International Sustainability Core 1 Portfolio (DFSPX)
$1,001 - $15,000
None (or less than $201)
2.2
PIMCO Income Fund Institutional Class Shares (PIMIX)
$15,001 - $50,000
None (or less than $201)
3
Beneficiary IRA
3.1
BaronEmerging Markets Fund Retail Class Shares (BEXFX)
$15,001 - $50,000
None (or less than $201)
3.2
DFA International Sustainability Core 1 Portfolio (DFSPX)
$100,001 - $250,000
None (or less than $201)
3.3
DFA US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX)
$250,001 - $500,000
None (or less than $201)
3.4
DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX)
$50,001 - $100,000
None (or less than $201)
3.5
DFA Investment Grade Portfolio (DFAPX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$100,001 - $250,000
None (or less than $201)
2
Residential Real Estate, Ft. Lauderdale, FL
$250,001 - $500,000
None (or less than $201)
3
Brokerage Account #1
3.1
DFA International Sustainability Core 1 Portfolio (DFSPX)
$15,001 - $50,000
$201 - $1,000
3.2
DFA US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX)
$15,001 - $50,000
$201 - $1,000
3.3
PIMCO Income Fund Institutional Class Shares (PIMIX)
$1,001 - $15,000
$201 - $1,000
4
Brokerage Account #2
4.1
DFA US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX)
$15,001 - $50,000
$201 - $1,000
4.2
Vanguard ESG International Stock ETF (VSGX)
$15,001 - $50,000
$201 - $1,000
4.3
DFA Emerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh (DESIX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Amazon.com, Inc. (AMZN)
Sale
11/07/2023
$15,001 - $50,000
2
Broadcom, Inc. (AVGO)
Sale
11/14/2023
$15,001 - $50,000
3
JPM (JP Morgan stock)
Sale
11/14/2023
$1,001 - $15,000
4
Pfizer Inc. (PFE)
Sale
11/14/2023
$1,001 - $15,000
5
The PNC Financial Services Group, Inc. (PNC)
Sale
11/14/2023
$15,001 - $50,000
6
Target Corp. (TGT)
Sale
11/14/2023
$15,001 - $50,000
7
Truist Financial Corporation Common Stock (TFC)
Sale
11/14/2023
$15,001 - $50,000
8
PIMCO Income Fund Institutional Class Shares (PIMIX)
Purchase
11/15/2023
$15,001 - $50,000
9
DFA Intermediate-Term Municipal Bond Portfolio Institutional Class Shs (DFTIX)
Purchase
12/18/2023
$50,001 - $100,000
10
PIMCO Income Fund Institutional Class Shares (PIMIX)
Purchase
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Ledyard Bank
$500,001 - $1,000,000
2020
15 years
2
Ledyard Bank
$100,001 - $250,000
2020
30 year

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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