Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
401(k) Account
Retirement distribution
$194,946
1.1
DFA Emerging Markets Core Equity Instl
$100,001 - $250,000
1.2
DFA Five-Year Global Fixed Income Portfolio
$250,001 - $500,000
1.3
DFA Global Real Estate Securities
$50,001 - $100,000
1.4
DFA International Value Portfolio III Institutional Class Shares (DFVIX)
$100,001 - $250,000
1.5
DFA International Small Company Instl.
$15,001 - $50,000
1.6
Large Cap International Portfolio Institutional Class Shares (DFALX)
$50,001 - $100,000
1.7
DFA Short-Duration Real Return Portfolio Institutional Class Shares (DFAIX)
$250,001 - $500,000
1.8
DFA /Two-Year Global Fixed Income Portfolio
$100,001 - $250,000
1.9
DFA US Large Cap Value Instl
$500,001 - $1,000,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Arnold & Porter
Washington, District of Columbia
Retirement Payments
4/2022

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank Accounts-- Truist Bank
$15,001 - $50,000
Interest
None (or less than $201)
2
Ceres Power Holdings PLC
$1,001 - $15,000
None (or less than $201)
3
Mineral Rights on Texas Land
$15,001 - $50,000
None (or less than $201)
4
The Coca-Cola Co. (KO)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
American Bar Association
Washington, District of Columbia
Travel Reimbursement for Mid-Year Meeting in New Orleans
$770.89

Endnotes

Section
#
Description
Nothing reported in this section

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