Financial Disclosure Details - OGE Form 278e (05/02/2024)

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 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
None (or less than $201)
1.2
Vanguard Target Retirement 2045 Fund (VTIVX)
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
2
Gibson, Dunn & Crutcher LLP, 401(k) plan:
2.1
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$15,001 - $50,000
None (or less than $201)
2.2
EuroPacific Growth Fund Class R6 Shares (RERGX)
$1,001 - $15,000
None (or less than $201)
2.3
Loomis Sayles Core Plus Bond Fund Class N Shares (NERNX)
$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 no longer makes contributions.
11/2009

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
ICF International, Inc. (ICFI)
salary, bonus
2
Momentive, Inc., 401(k) plan:
2.1
Vanguard Target Retirement 2045 Fund (VTIVX)
$100,001 - $250,000
None (or less than $201)
3
Publicis, 401(k) plan:
3.1
Fidelity Freedom 2040 Fund (FFFFX)
$100,001 - $250,000
None (or less than $201)
4
Aquent, 401(k) plan:
4.1
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
4.2
Fidelity International Index Fund (FSPSX)
$1,001 - $15,000
None (or less than $201)
5
Roth IRA
5.1
Vanguard Target Retirement 2045 Fund (VTIVX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)
$1,001 - $15,000
None (or less than $201)
2
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$50,001 - $100,000
$1,001 - $2,500
3
Fidelity NASDAQ Composite Index Fund (FNCMX)
$50,001 - $100,000
$201 - $1,000
4
Vanguard 500 Index Fund ETF Shares (VOO)
$15,001 - $50,000
$201 - $1,000
5
U.S. savings bonds
$15,001 - $50,000
Interest
$2,501 - $5,000
6
U.S. bank #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
7
VA (invest529) College Savings Plan #1
7.1
Total Stock Market Index Portfolio
$15,001 - $50,000
None (or less than $201)
7.2
2033 Portfolio
$1,001 - $15,000
None (or less than $201)
8
VA (invest529) College Savings Plan #2

Transactions

#
Description
Type
Date
Amount
1
Momentive Global Inc. Common Stock (MNTV)
Sale
06/02/2023
$15,001 - $50,000
2
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
Purchase
12/27/2023
$1,001 - $15,000
3
Vanguard Target Retirement 2050 Trust II
Purchase
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3
401(k) plan through former employer
5
4
401(k) plan through former employer
7
2
Reinvestment of dividend in spouse's Roth IRA account
7
3
biweekly contributions to ICF 401(k) plan.

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