Financial Disclosure Details - OGE Form 278e (05/06/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
Physician
1/2021
2
Cambridge, Massachusetts
Faculty member
1/2021
3
G.B Non-Marital Trust (family trust)
Boston, Massachusetts
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
DODGE & COX INCOME
$1,001 - $15,000
None (or less than $201)
2
SCH TREAS OBLIGATION MMF INVESTOR SHARES
$1,001 - $15,000
None (or less than $201)
3
VANGUARD 500 INDEX ADMIRAL
$1,001 - $15,000
None (or less than $201)
4
VANGUARD INTERNATIONAL GROWTH ADM
$1,001 - $15,000
None (or less than $201)
5
VIRTUS VONTOBEL EMERGING MARKETS OPPS I
$1,001 - $15,000
None (or less than $201)
6
ROYCE PENNSYLVANIA MUTUAL INVMT
None (or less than $1,001)
None (or less than $201)
7
SPDR S&P 500 ETF
$1,001 - $15,000
None (or less than $201)
8
ISHARES US AGGREGATE BOND INDEX
$100,001 - $250,000
None (or less than $201)
9
VANGUARD INSTITUTIONAL INDEX I
$500,001 - $1,000,000
None (or less than $201)
10
VANGUARD EXTENDED MARKET INDEX I
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Dana-Farber Cancer Institute
Salary
2
Quinne Emanuel
Consulting
3
Dana-Farber Cancer Institute
Rent or Royalties
$1,001 - $2,500
4
SPDR S&P 500 ETF SPY
$1,001 - $15,000
None (or less than $201)
5
DODGE & COX INCOME DODIX
$15,001 - $50,000
None (or less than $201)
6
ISHARES MSCI EAFE ETF EFA
$1,001 - $15,000
None (or less than $201)
7
ISHARES CORE S&P MID-CAP ETF IJH
$15,001 - $50,000
None (or less than $201)
8
ISHARES S&P MID CAP 400 VALUE ETF IJJ
$1,001 - $15,000
None (or less than $201)
9
ISHARES S&P MID CAP 400 GRWTH ETF IJK
$1,001 - $15,000
None (or less than $201)
10
ISHARES CORE S&P IJR
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
ISHARES S&P 500 VALUE ETF IVE
$1,001 - $15,000
None (or less than $201)
2
ISHARES S&P 500 GROWTH ETF IVW
$1,001 - $15,000
None (or less than $201)
3
SPDR S&P DIVIDEND ETF
$1,001 - $15,000
None (or less than $201)
4
ISHARES SHORT TREASURY BOND ETF SHV
$1,001 - $15,000
None (or less than $201)
5
TECHNOLOGY SELECT SECTOR SPDR ETF IVXLK
$1,001 - $15,000
None (or less than $201)
6
ISHARES CORE S&P SMALL-CAP ETF
$1,001 - $15,000
None (or less than $201)
7
ISHARES CORE S&P MID-CAP ETF
$1,001 - $15,000
None (or less than $201)
8
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
None (or less than $201)
9
VANGUARD 500 INDEX ADM SH
$15,001 - $50,000
None (or less than $201)
10
TECHNOLOGY SELECT SECTORSPDR ETF IVXLK
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P Mid-Cap ETF (IJH)
Sale
04/06/2022
$1,001 - $15,000
2
iShares S&P Small-Cap 600 Value ETF (IJS)
Sale
04/06/2022
$1,001 - $15,000
3
iShares Core MSCIEmerging Markets ETF (IEMG)
Purchase
04/12/2022
$1,001 - $15,000
4
ISHARES CORE US AGGREGRATE BOND ETF (AGG)
Purchase
04/12/2022
$1,001 - $15,000
5
iShares Core MSCI EAFE ETF (IEFA)
Purchase
04/12/2022
$1,001 - $15,000
6
iShares 1-3 Year Treasury Bond ETF (SHY)
Purchase
04/12/2022
$1,001 - $15,000
7
Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX)
Purchase
12/20/2022
$1,001 - $15,000
8
Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX)
Purchase
12/21/2022
$100,001 - $250,000
9
Schwab Municipal Money Fund Investor Class Shares (SWTXX)
Purchase
12/21/2022
$100,001 - $250,000
10
iShares Short-Term National Muni Bond ETF (SUB)
Purchase
12/21/2022
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Quinn Emanuel
Santa Cruz, California
Spouse travel reimbursement
2071

Endnotes

Section
#
Description
1
1
Leave of Absence ended January 2023
1
2
Leave of Absence ended January 2023
5
3
patents
5
42
Including patents divested from per EA
6
39
early-stage drug development

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