Financial Disclosure Details - OGE Form 278e (06/29/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President
5/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
ARK Innovation ETF (ARKK)
$1,001 - $15,000
None (or less than $201)
1.2
iShares Core Dividend Growth ETF (DGRO)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Core High Dividend ETF (HDV)
$1,001 - $15,000
None (or less than $201)
1.4
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
1.5
iShares iBonds Dec 2023 Term Corporate ETF (IBDO)
$1,001 - $15,000
None (or less than $201)
1.6
iShares iBonds Dec 2024 Term Corporate ETF (IBDP)
$1,001 - $15,000
None (or less than $201)
1.7
iShares Edge MSCI Min Vol USA ETF (USMV)
$1,001 - $15,000
None (or less than $201)
1.8
iShares Preferred and Income Securities ETF (PFF)
$1,001 - $15,000
None (or less than $201)
1.9
iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)
$1,001 - $15,000
None (or less than $201)

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. The plan sponsor will not make further contributions after my separation.
4/2015
2
Washington, District of Columbia
Pursuant to The Asia Group LLC's operating agreement and objective formula, I withdrew from the company prior to appointment and was entitled to the reimbursement of my membership interest, which was paid in equal payments over 6 months, beginning in June 2022.
6/2022

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
iShares Core Dividend Growth ETF (DGRO)
$50,001 - $100,000
$1,001 - $2,500
2
iShares Core High Dividend ETF (HDV)
$15,001 - $50,000
$1,001 - $2,500
3
iShares Core S&P Small-Cap ETF (IJR)
$50,001 - $100,000
$1,001 - $2,500
4
iShares iBonds Dec 2023 Term Corporate ETF (IBDO)
$1,001 - $15,000
None (or less than $201)
5
iShares iBonds Dec 2024 Term Corporate ETF (IBDP)
$1,001 - $15,000
None (or less than $201)
6
iShares Edge MSCI Min Vol USA ETF (USMV)
$15,001 - $50,000
$201 - $1,000
7
iShares Preferred and Income Securities ETF (PFF)
$15,001 - $50,000
$1,001 - $2,500
8
iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)
$1,001 - $15,000
$201 - $1,000
9
JPMorgan Ultra-Short Income ETF (JPST)
$15,001 - $50,000
$201 - $1,000
10
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Renaissance IPO ETF (IPO)
Sale
12/30/2022
$15,001 - $50,000
2
ARK Innovation ETF (ARKK)
Sale
12/30/2022
$15,001 - $50,000
3
iShares iBonds Dec 2022 Term Corporate ETF (IBDN)
Sale
12/29/2022
$15,001 - $50,000
4
Tesla, Inc. (TSLA)
Sale
09/13/2022
$15,001 - $50,000
5
Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
11/11/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
United Wholesale Mortgage
$250,001 - $500,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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