Financial Disclosure Details - OGE Form 278e (03/12/2022)

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
Fidelity ZERO Total Market Index Fund (FZROX)
$100,001 - $250,000
None (or less than $201)
2
King & Spalding LLP
2.1
TRowe Price Spectrum Moderate All
$100,001 - $250,000
None (or less than $201)
2.2
Galliard Retirement Income Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
District of Columbia, District of Columbia
I will continue to participate in this defined contribution plan, but the firm ceased making contributions upon my separation.
8/1999

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
Fairfax County Public Schools
salary
2
Roth IRA (spouse)
2.1
Fidelity Magellan Fund (FMAGX)
$50,001 - $100,000
None (or less than $201)
2.2
Fidelity Telecommunications Portfolio (FSTCX)
$15,001 - $50,000
None (or less than $201)
3
Rollover IRA (spouse)
3.1
Fidelity Focused Stock Fund (FTQGX)
$15,001 - $50,000
None (or less than $201)
4
Fairfax County Public Schools, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
None (or less than $201)
2
Fidelity Diversified International Fund (FDIVX)
$50,001 - $100,000
$1,001 - $2,500
3
Fidelity Asset Manager 50% (FASMX)
$50,001 - $100,000
$1,001 - $2,500
4
Fidelity Contrafund (FCNTX)
$15,001 - $50,000
None (or less than $201)
5
Fidelity Low-Priced Stock Fund (FLPSX)
$50,001 - $100,000
$5,001 - $15,000
6
Fidelity Technology Portfolio (FSPTX)
$15,001 - $50,000
$2,501 - $5,000
7
Fidelity Health Care Portfolio (FSPHX)
$15,001 - $50,000
None (or less than $201)
8
Fidelity IT Services Portfolio (FBSOX)
$15,001 - $50,000
$1,001 - $2,500
9
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
10
Fidelity Value Fund (FDVLX)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Fidelity Defense and Aerospace Portfolio (FSDAX)
Sale
11/08/2021
$15,001 - $50,000
2
Fidelity 500 Index Fund (FXAIX)
Purchase
11/08/2021
$15,001 - $50,000
3
Fidelity IT Services Portfolio (FBSOX)
Sale
04/26/2021
$1,001 - $15,000
4
Fidelity Asset Manager 70% (FASGX)
Sale
12/03/2021
$100,001 - $250,000
5
Fidelity Independence Fund (FDFFX)
Sale
12/03/2021
$50,001 - $100,000
6
Fidelity ZERO Total Market Index Fund (FZROX)
Purchase
12/03/2021
$100,001 - $250,000
7
Fidelity Magellan Fund (FMAGX)
Purchase
12/03/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Home Finance
$100,001 - $250,000
2012
15 years
2
US Bank
$100,001 - $250,000
2010
15 years
3
Green Sky (Thompson Creek Windows)
$15,001 - $50,000
2021
18 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
2
I was temporarily placed in this billet from the time I was nominated by the President (in May 2021) until I was confirmed by the Senate (in September 2021) for my current position as Inspector General of the Intelligence Community.
6
10
Value of fund increased as a result of market fluctuation and purchasing of some additional shares throughout the year, all under the $1000 reporting threshold.
6
11
Value of fund increased as a result of market fluctuation and purchasing of some additional shares throughout the year, all under the $1000 reporting threshold.
7
1
Per the Ethics Agreement during my nomination process, and pursuant to a Certificate of Divestiture from the Office of Government Ethics after my Senate confirmation, I sold all of my shares of the Fidelity Select Defense & Aerospace Portfolio Fund. I reinvested the proceeds into the Fidelity 500 Index Fund (FXAIX).
7
2
Per the Ethics Agreement during my nomination process, and pursuant to a Certificate of Divestiture from the Office of Government Ethics after my Senate confirmation, I sold all of my shares of the Fidelity Select Defense & Aerospace Portfolio Fund. I reinvested the proceeds into the Fidelity 500 Index Fund (FXAIX).

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