Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
Roth IRA
1.1
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
$15,001 - $50,000
None (or less than $201)
2
Greater Yellowstone Coalition, 401(k) Retirement Account
2.1
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
$50,001 - $100,000
None (or less than $201)
3
Wilburforce Foundation Retirement
3.1
T Rowe Price Retirement 2045 Fund (TRRKX)
$1,001 - $15,000
None (or less than $201)
4
Princeton University Retirement Plan
4.1
Vanguard Institutional Index Fund Institutional Shares (VINIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Princeton University 403B Retirement Plan
Princeton, New Jersey
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation
1/2005
2
Greater Yellowstone Coalition 401(k) Retirement Plan
Bozeman, Montana
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation
7/2017
3
Wilburforce Foundation
Seattle, Washington
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation
5/2022

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
Managed Account #1
1.1
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
$100,001 - $250,000
None (or less than $201)
1.2
Alphabet, Inc. (GOOG)
$15,001 - $50,000
Dividends Interest
$201 - $1,000
1.3
Apple, Inc. (AAPL)
$50,001 - $100,000
Dividends Interest
$201 - $1,000
1.4
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
Dividends Interest
$201 - $1,000
1.5
Cummins, Inc. (CMI)
$1,001 - $15,000
Dividends Interest
$201 - $1,000
1.6
Emerson Electric Co. (EMR)
$1,001 - $15,000
Dividends Interest
$201 - $1,000
1.7
General Mills, Inc. (GIS)
$1,001 - $15,000
Dividends Interest
$201 - $1,000
1.8
General Motors Co. (GM)
$1,001 - $15,000
Dividends Interest
$201 - $1,000
1.9
International Business Machines Corp. (IBM)
$1,001 - $15,000
Dividends Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
KeyCorp (KEY)
Purchase
12/18/2023
$1,001 - $15,000
2
T Rowe Price Retirement 2040 Fund (TRRDX)
Sale
05/20/2023
$50,001 - $100,000
3
Growth Account Class R1 (QCGRRX)
Sale
06/14/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
National Parks Conservation Association
Washington, District of Columbia
complimentary ticket to attend NPCA "Salute to the Parks" event
500
2
Theodore Roosevelt Conservation Partnership
Washington, District of Columbia
Complimentary ticket to attend the Capital Conservation Awards Dinner
1075

Endnotes

Section
#
Description
Nothing reported in this section

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