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

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
IRA #7816
1.1
iShares 3-7 Year Treasury Bond ETF (IEI)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.3
Communication Services Select Sector SPDR Fund (XLC)
$1,001 - $15,000
None (or less than $201)
1.4
VanguardPacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL)
$1,001 - $15,000
None (or less than $201)
1.5
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
None (or less than $201)
1.6
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU)
$1,001 - $15,000
None (or less than $201)
1.8
Technology Select Sector SPDR Fund (XLK)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Hogan Lovells
Washington, District of Columbia
I will continue to participate in this 401(k) plan. No further contributions.
8/2016

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
401(k) - Underlying assets not ascertainable
$50,001 - $100,000
None (or less than $201)
2
Georgetown University
Salary
3
Allen & Overy
Partnership Income
4
IRA BDA #2401
4.1
Partners Group Private Equity (Master Fund) LLC Class I
$50,001 - $100,000
None (or less than $201)
4.2
Beacon Partners Fund I LP
$50,001 - $100,000
None (or less than $201)
4.3
Moderna Inc. Common Stock (MRNA)
$1,001 - $15,000
None (or less than $201)
4.4
Pmf Tei Fund LP
$1,001 - $15,000
None (or less than $201)
4.5
Boeing Co (BA)
$1,001 - $15,000
None (or less than $201)
4.6
AstraZeneca PLC ADR (AZN)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank - Checking Account
$50,001 - $100,000
None (or less than $201)
2
Euclid St. Apartment, Washington DC
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
3
Individual TOD #1956
3.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
$201 - $1,000
4
JT Account #2348
4.1
Greenbacker Renewable Energy, LLC
$15,001 - $50,000
None (or less than $201)
4.2
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
4.3
Flat Rock Core Income Fund (CORFX)
$15,001 - $50,000
$2,501 - $5,000
5
Individual TOD #1953
5.1
Apple, Inc. (AAPL)
$100,001 - $250,000
Dividends
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
iShares US Financials ETF (IYF)
Purchase
10/27/2023
$15,001 - $50,000
2
Vanguard Energy Index Fund ETF Class Shares (VDE)
Purchase
10/26/2023
$1,001 - $15,000
3
iShares US Industrials ETF (IYJ)
Purchase
10/24/2023
$1,001 - $15,000
4
Vanguard Industrials Index Fund ETF Class Shares (VIS)
Purchase
10/18/2023
$15,001 - $50,000
5
Vanguard Utilities Index Fund ETF Shares (VPU)
Purchase
10/17/2023
$1,001 - $15,000
6
SPDR Gold MiniShares Trust (GLDM)
Purchase
10/12/2023
$1,001 - $15,000
7
Communication Services Select Sector SPDR Fund (XLC)
Purchase
10/12/2023
$1,001 - $15,000
8
Technology Select Sector SPDR Fund (XLK)
Purchase
10/12/2023
$15,001 - $50,000
9
Industrial Select Sector SPDR Fund (XLI)
Purchase
10/12/2023
$1,001 - $15,000
10
Energy Select Sector SPDR Fund (XLE)
Purchase
10/12/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$100,001 - $250,000
2010
25
2
Fidelity
$100,001 - $250,000
2020
Open Ended

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
4.1
Greenbacker Renewable Energy Company (GREC) is an independent power producer that generates power, invests in power generation technology and sells power to public and private offtakers.

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