Financial Disclosure Details - OGE Form 278e (06/21/2024)

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
Sidley IRA Rollover
1.1
American Funds New Perspective Fund
$100,001 - $250,000
None (or less than $201)
2
Harvard University
2.1
Vanguard Target Retirement 2030
$50,001 - $100,000
None (or less than $201)
3
Harvard University
3.1
Vanguard Target Retirement 2030
$15,001 - $50,000
None (or less than $201)
4
Kirkland & Ellis LLC Vanguard Retirement Fund 2030
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Kirkland & Ellis
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
3/2015

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
University of Chicago
1.1
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Organon Stock
$1,001 - $15,000
Dividends
None (or less than $201)
2
American Capital Income Builder
$250,001 - $500,000
$5,001 - $15,000
3
American Capital World Growth Fund
$100,001 - $250,000
$5,001 - $15,000
4
American Funds New Perspective
$250,001 - $500,000
$15,001 - $50,000
5
American Funds New World Fund
$250,001 - $500,000
$2,501 - $5,000
6
American Funds SMALLCAP World Fund
$100,001 - $250,000
$1,001 - $2,500
7
American Funds Washington Mutual Investors Fund
$250,001 - $500,000
$15,001 - $50,000
8
American Growth Fund of America
$250,001 - $500,000
$15,001 - $50,000
9
American Income Fund of America
$250,001 - $500,000
$5,001 - $15,000
10
American Investment Fund of America
$100,001 - $250,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
iShares TIPS Bond ETF (TIP)
Sale
01/23/2023
$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
6
12
Per DDAEO 6/6/2023: During 2022, filer transferred a portion of the Coca-Cola stock holding as a charitable donation, but that is not treated as a being a reportable "sale" for purposes of reporting transactions in Part 7.

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