Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Trustee
Present
2
Washington, District of Columbia
Board member
1/2021
3
Washington, District of Columbia
Head of Presidential Appointments
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
ONE 401k
1.1
Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)
$1,001 - $15,000
None (or less than $201)
1.2
American Century Sustainable Equity Fund Class R6 Shares (AFEDX)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX)
$100,001 - $250,000
None (or less than $201)
1.4
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)
$1,001 - $15,000
None (or less than $201)
2
ASG 401k
2.1
MFS International Diversification Fund Class R4 Shares (MDITX)
$100,001 - $250,000
None (or less than $201)
2.2
AF NEW World R6
$100,001 - $250,000
None (or less than $201)
2.3
MFS International New Discovery Fund Class R6 Shares (MIDLX)
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I continue to participate in ASG's 401 (k) account. Neither ASG nor I have made or will make any additional contributions.
11/2001

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
Qualcomm
$250,001 - $500,000
Salary
2
Qualcomm
$100,001 - $250,000
Bonus
3
Qualcomm
Over $1,000,000
Restricted stock units
4
Qualcomm 401k
4.1
Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX)
$250,001 - $500,000
None (or less than $201)
5
QUALCOMM, Inc. (QCOM)
Over $1,000,000
Unrestricted stock unit
6
Morgan Stanley Traditional IRA/S
6.1
ClearBridge Aggressive Growth Fund Class A Shares (SHRAX)
$100,001 - $250,000
$15,001 - $50,000
6.2
ClearBridge All Cap Value Fund Class A Shares (SHFVX)
$100,001 - $250,000
$1,001 - $2,500
6.3
ClearBridge Appreciation Fund Class A Shares (SHAPX)
$100,001 - $250,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
DC1 MS Scholar Choice 529 Legg Mason Sch Ch Age 16-18
$250,001 - $500,000
$15,001 - $50,000
2
DC2 MS Scholar Choice 529 Legg Mason Sch Ch Age 13-15
$100,001 - $250,000
$15,001 - $50,000
3
DC3 MS Scholar Choice 529 Legg Mason Sch Ch Age 10-12
$100,001 - $250,000
$15,001 - $50,000
4
MetLife Whole Life Insurance Policy
$500,001 - $1,000,000
None (or less than $201)
5
Rental condominium (Danbury, CT)
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
6
Rosegrove Partners 1 LLP
$500,001 - $1,000,000
Dividends Capital Gains
$15,001 - $50,000
7
PRB Partners LLP
$500,001 - $1,000,000
Capital Gains Dividends
$100,001 - $1,000,000
8
Bank of America - ML Bank Deposit Program
$15,001 - $50,000
Interest
$201 - $1,000
9
Merrill Lynch Investment Account
9.1
Galena Park Texas Indpt
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Massachusetts St Port Auth
Purchase
04/20/2021
$1,001 - $15,000
2
AB Municipal Income Shares (MISHX)
Purchase
04/16/2021
$1,001 - $15,000
3
Ohio St Tpk Commn Tpk
Purchase
04/15/2021
$15,001 - $50,000
4
Consumer Discretionary Select Sector SPDR Fund (XLY)
Sale
04/14/2021
$1,001 - $15,000
5
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
Sale
04/14/2021
$1,001 - $15,000
6
First Trust Dow Jones Internet Index Fund (FDN)
Sale
04/14/2021
$1,001 - $15,000
7
Communication Services Select Sector SPDR Fund (XLC)
Sale
04/14/2021
$1,001 - $15,000
8
Metropolitan Transn Auth N Y
Sale
03/11/2021
$1,001 - $15,000
9
XLF
Purchase
03/11/2021
$1,001 - $15,000
10
Vanguard Industrials Index Fund ETF Class Shares (VIS)
Sale
03/11/2021
$1,001 - $15,000

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
1
3
Known as PT Fund

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