Financial Disclosure Details - OGE Form 278e (03/09/2024)

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
MSU 403(b) Supplemental retirement program
1.1
Vang Inst Tg Rtm 30 Inst
$100,001 - $250,000
None (or less than $201)
2
MSU 403(b) Base retirement program pre- 2012
2.1
CREF Stock R3
$500,001 - $1,000,000
None (or less than $201)
2.2
TIAA Traditional
$100,001 - $250,000
None (or less than $201)
3
MSU 403(B) Base Retirement
3.1
CREF Stock R3
$500,001 - $1,000,000
None (or less than $201)
3.2
TIAA Traditional
$100,001 - $250,000
None (or less than $201)
3.3
New Perspective Fund Class R6 Shares (RNPGX)
$1,001 - $15,000
None (or less than $201)
4
ORAU 403(B) Retirement Plan

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
East Lansing, Michigan
I will continue to participate in this defined contribution plan, and the plan sponsor has not made contributions since my retirement date 12/31/2022.
8/1995
2
ORAU
Oak Ridge, Tennessee
I will continue to participate in these defined contribution plans, but the plan sponsor is no longer making contributions to these plans.
1/1990
3
East Lansing, Michigan
Eligible for health insurance benefit for myself and spouse upon retirement on 12/31/2022. Elected to decline this benefit for calendar year 2024.
1/2023

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
Michigan State University
salary
2
Michigan State University 403(b) Base Retirement Program
2.1
Vanguard Institutional Target Retirement 2030 Fund (VTTWX)
$100,001 - $250,000
None (or less than $201)
3
Michigan State University 403(b) supplemental retirement program
3.1
Vanguard Institutional Target Retirement 2030 Fund (VTTWX)
$250,001 - $500,000
None (or less than $201)
4
Michigan State University 403(b) Base Retirement Program pre-2012
4.1
CREF Growth R3
$100,001 - $250,000
None (or less than $201)
4.2
CREF Equity Index R3
$100,001 - $250,000
None (or less than $201)
5
MSU 403(B) Supplemental retirement Pre 2012
5.1
CREF Equity R3
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
Merrill - ModMF Account
$5,001 - $15,000
2.1
Brown Advisory Sustainable Growth Fund Institutional Class Shares (BAFWX)
$50,001 - $100,000
2.2
Calvert US Large-Cap Value Responsible Index Fund Class I Shares (CFJIX)
$15,001 - $50,000
2.3
Calvert Small Cap Fund Class I Shares (CSVIX)
$15,001 - $50,000
2.4
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
$1,001 - $15,000
2.5
Community Reinvestment Act Qualified Investment Fund Institutional Class Shares (CRANX)
$15,001 - $50,000
2.6
Delaware Corporate Bond Fund Institutional Class Shares (DGCIX)
$15,001 - $50,000
2.7
iShares ESG MSCI EAFE ETF (ESGD)
$15,001 - $50,000
2.8
iShares US Treasury Bond ETF (GOVT)
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
Delaware Corporate Bond Fund Institutional Class Shares (DGCIX)
Purchase
01/04/2023
$1,001 - $15,000
2
Community Reinvestment Act Qualified Investment Fund Institutional Class Shares (CRANX)
Purchase
01/04/2023
$1,001 - $15,000
3
iShares Core MSCI EAFE ETF (IEFA)
Purchase
01/04/2023
$1,001 - $15,000
4
iShares Russell 2000 ETF (IWM)
Purchase
01/04/2023
$1,001 - $15,000
5
iShares MSCI KLD 400 Social ETF (DSI)
Purchase
01/04/2023
$1,001 - $15,000
6
iShares Core MSCIEmerging Markets ETF (IEMG)
Purchase
01/04/2023
$1,001 - $15,000
7
iShares US Treasury Bond ETF (GOVT)
Purchase
01/04/2023
$1,001 - $15,000
8
Nuveen ESG Large-Cap Value ETF (NULV)
Purchase
01/04/2023
$1,001 - $15,000
9
iShares Russell 1000 Value ETF (IWD)
Purchase
01/04/2023
$1,001 - $15,000
10
iShares Russell 1000 Growth ETF (IWF)
Purchase
01/04/2023
$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
5
1
Spouse held Program Presenter - On Call position in 2023
5
8
resigned position May 2023
6
2
The income accounts for the dividend income generated in the underlying assets. Filer stated that it would create undue hardship to determine the income value for each underlying asset.

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