Financial Disclosure Details - OGE Form 278e (05/21/2023)

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
Covington & Burling Retirement Savings Plan (managed by Charles Schwab
1.1
Vanguard Institutional Index
$100,001 - $250,000
None (or less than $201)
1.2
Vanguard Wellington Adm
$50,001 - $100,000
None (or less than $201)
1.3
Fidelity Emerging Markets Idx
$15,001 - $50,000
None (or less than $201)
1.4
Schwab International Index
$50,001 - $100,000
None (or less than $201)
1.5
Vanguard Interm-Term Bond
$100,001 - $250,000
None (or less than $201)
1.6
Vanguard Extended Market Index Fund Institutional Shares (VIEIX)
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares (VIITX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, DC, District of Columbia
I continue to participate in my former employer's 401(k) plan.
9/1992

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
Prudential Life Insurance (Univ/Whole)
$1,001 - $15,000
None (or less than $201)
2
US bank account #1 (cash)
$15,001 - $50,000
None (or less than $201)
3
US bank account #2 (cash)
$15,001 - $50,000
None (or less than $201)
4
US credit union #1 (cash)
$1,001 - $15,000
None (or less than $201)
5
US bank account #3 (cash)
$15,001 - $50,000
None (or less than $201)
6
US brokerage #1 money market acct (cash)
$15,001 - $50,000
None (or less than $201)
7
US credit union #2 (cash)
$15,001 - $50,000
None (or less than $201)
8
US bank account #5 (cash)
$1,001 - $15,000
None (or less than $201)
9
US brokerage #2 money market acct (cash)
$1,001 - $15,000
None (or less than $201)
10
US bank account #6 (cash)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Fidelity Emerging Markets Index Fund (FPADX)
Purchase
05/18/2022
$1,001 - $15,000
2
Schwab International Index Fund (SWISX)
Sale
05/18/2022
$1,001 - $15,000
3
Vanguard Extended Market Index Fund Institutional Shares (VIEIX)
Purchase
05/18/2022
$1,001 - $15,000
4
Vanguard Institutional Index
Sale
05/18/2022
$1,001 - $15,000
5
Vanguard Interm-Term Bond Index
Sale
05/18/2022
$1,001 - $15,000
6
Vanguard Wellington Admiral
Sale
05/18/2022
$1,001 - $15,000
7
Fidelity Emerging Markets Index Fund (FPADX)
Sale
11/16/2022
$1,001 - $15,000
8
Vanguard Extended Market Index Fund Institutional Shares (VIEIX)
Sale
11/16/2022
$1,001 - $15,000
9
Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares (VIITX)
Purchase
11/16/2022
$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
Nothing reported in this section

Do you have information about Susan Lyons that is missing from this database?

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