Financial Disclosure Details - OGE Form 278e (05/15/2023)

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
Fidelity 500 Index Fund (FXAIX)
$250,001 - $500,000
$5,001 - $15,000
2
US Small Cap Portfolio Institutional Class Shares (DFSTX)
$250,001 - $500,000
$5,001 - $15,000
3
Fidelity Freedom Index 2030 Fund Institutional Premium Class Shares (FFEGX)
$250,001 - $500,000
$5,001 - $15,000

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.
9/2003

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
Williams & Connolly law firm
partnership income
2
Williams & Connolly Capital Account
$500,001 - $1,000,000
None (or less than $201)
3
Wellington Trust Target 2030
$1,000,001 - $5,000,000
$5,001 - $15,000
4
Williams & Connolly, defined benefit plan
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account # 1 checking (cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
2
U.S. Bank Account # 1 money market (cash)
$100,001 - $250,000
Interest
$201 - $1,000
3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,000,001 - $5,000,000
$15,001 - $50,000
4
Vanguard Emerging Markets Stock Index Fund Admiral VEMAX
$250,001 - $500,000
$1,001 - $2,500
5
Vanguard Mid-Cap Growth Index Fund Admiral Class Shares (VMGMX)
$500,001 - $1,000,000
$15,001 - $50,000
6
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$1,000,001 - $5,000,000
$100,001 - $1,000,000
7
U.S. Bank Account # 2 Savings (cash)
$100,001 - $250,000
Interest
$201 - $1,000
8
U.S. Bank Account # 2 Checking (cash)
$15,001 - $50,000
Interest
$201 - $1,000
9
Vanguard Institutional Index Fund
$50,001 - $100,000
$5,001 - $15,000
10
Vanguard Total Bond Mket Index Fund
$100,001 - $250,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Home Mortgage
$500,001 - $1,000,000
2014
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
9
529 plan for first child
6
10
529 plan for first child
6
11
529 plan for first child
6
12
529 plan for first child
6
13
529 plan for first child
6
20
529 plan for second child
6
21
529 plan for second child
6
22
529 plan for second child
6
23
529 plan for second child
6
24
529 plan for second child

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