Financial Disclosure Details - OGE Form 278e (05/20/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
Trustee
Present
2
Boston, Massachusetts
Trustee
Present
3
Boston, Massachusetts
Trustee
Present
4
Boston, Massachusetts
Trustee
Present
5
Boston, Massachusetts
Trustee
Present
6
Boston, Massachusetts
Trustee
Present
7
Boston, Massachusetts
Trustee
Present
8
Boston, Massachusetts
Trustee
Present
9
Boston, Massachusetts
Trustee
Present
10
Billings, Montana
Manager
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Baupost Group - Savings Retirement Plan
1.1
Vanguard International Growth Fund Admiral Shares (VWILX)
$500,001 - $1,000,000
None (or less than $201)
1.2
American Century Inflation-Adjusted Bond Fund Class R6 Shares (AIADX)
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
Portion of filer's Baupost Group equity to be purchased by company at book value; final payment in March 2022.
4/2013
2
Boston, Massachusetts
Baupost Group - Savings Retirement Plan - I will continue to participate in this savings retirement plan. The plan sponsor has not made further contributions after my separation.
12/1998

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
Roth IRA
1.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Contrafund (FCNTX)
$50,001 - $100,000
None (or less than $201)
1.3
Fidelity Magellan Fund (FMAGX)
$15,001 - $50,000
None (or less than $201)
2
Rollover IRA
2.1
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Low-Priced Stock Fund (FLPSX)
$1,001 - $15,000
None (or less than $201)
2.3
Fidelity Blue Chip Growth Fund (FBGRX)
$1,001 - $15,000
None (or less than $201)
3
401k [Google LLC]
3.1
Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Family Trust #1
1.1
Brokerage Acct #1
1.1.1
GS Financial Sq Trsy Instruments (FTIXX)
$1,000,001 - $5,000,000
$15,001 - $50,000
1.2
Baupost LP 1983 A-1, Boston, MA
$5,000,001 - $25,000,000
$100,001 - $1,000,000
1.3
Baupost LP 1983 C-1, Boston, MA
$5,000,001 - $25,000,000
$100,001 - $1,000,000
1.4
The Baupost Group LLC, Boston, MA (management company)
$1,000,001 - $5,000,000
Capital Gains Interest Dividends Rent or Royalties
$1,000,001 - $5,000,000
1.5
East Rock Focus Fund, LP, New York, NY
$25,000,001 - $50,000,000
$1,000,001 - $5,000,000
1.6
JMB Insurance Agency, Inc, Chicago, IL (insurance agency)
None (or less than $1,001)
Interest Rent or Royalties
$2,501 - $5,000
1.7
JMB Realty Corporation, Chicago, IL, (real estate company, property in NC, CA, TX, PA, HI, IL)
None (or less than $1,001)
Interest Rent or Royalties
$15,001 - $50,000
1.8
Magnetar Discovery Fund LLC, Evanston, IL
$25,000,001 - $50,000,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
JP Morgan, New York, NY
$5,000,001 - $25,000,000
2020
1 year
2
Bank of America, Boston, MA
$5,000,001 - $25,000,000
2021
15 years
3
First Republic Bank, Boston, MA
$1,000,001 - $5,000,000
2017
30 years
4
Flex Capital Fund I, L.P., San Francisco, CA
$50,001 - $100,000
2018
On Demand
5
Qiming U.S. Healthcare Fund II, L.P., Bellevue, WA
$500,001 - $1,000,000
2019
On Demand
6
Bank of America, Boston, MA, USA
$1,000,001 - $5,000,000
2016
15 years
7
Bank of America, Boston, MA, USA
$1,000,001 - $5,000,000
2019
15 years
8
Bank of America, Boston, MA, USA
$5,000,001 - $25,000,000
2021
15 years
9
Bank of America, Boston, MA, USA
$5,000,001 - $25,000,000
2020
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1.8
The only position disclosed to investors is Lucid Group, Inc.
6
5.3
The only position disclosed to investors is Lucid Group, Inc.
6
7.4
The only position disclosed to investors is Lucid Group, Inc.

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