Financial Disclosure Details - OGE Form 278e (05/01/2024)

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
McKinsey & Company Money Purchase Pension Plan (MPPP)
1.1
MPPP Passive US Equities
$15,001 - $50,000
None (or less than $201)
1.2
MPPP Passive Non-US Equities
$1,001 - $15,000
None (or less than $201)
1.3
MPPP Special Situations
$1,001 - $15,000
None (or less than $201)
2
McKinsey & Company Profit-Sharing Retirement Plan (PSRP)
2.1
PSRP Passive US Equities
$100,001 - $250,000
None (or less than $201)
2.2
PSRP Passive Non-US Equities
$15,001 - $50,000
None (or less than $201)
2.3
PSRP Special Situations
$15,001 - $50,000
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 money purchase pension plan. The plan sponsor will not make further contributions after my separation.
5/2017
2
Washington, District of Columbia
I will continue to participate in this profit sharing retirement plan. The plan sponsor will not make further contributions after my separation.
5/2017

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
Rollover IRA
1.1
ISHARES INTERNATIONAL SEL DIV ETF IV (IDV)
$1,001 - $15,000
None (or less than $201)
1.2
VANGUARD COMMUNICATION SERVCS ETF IV (VOX)
$1,001 - $15,000
None (or less than $201)
1.3
VANGUARD ENERGY ETF (VDE)
$1,001 - $15,000
$201 - $1,000
1.4
WisdomTree International AI Enhanced Value Fund N/A (AIVI)
$1,001 - $15,000
None (or less than $201)
1.5
WISDOMTREE INTL SMALLCP DIVIDEND ETF (DLS)
$1,001 - $15,000
None (or less than $201)
1.6
SPDR S&P 500 ETF Trust (SPY)
$1,001 - $15,000
None (or less than $201)
1.7
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
1.8
WisdomTree US Total Dividend Fund (DTD)
$1,001 - $15,000
$201 - $1,000
1.9
Invesco Solar ETF (TAN)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Invesco QQQ Trust (QQQ)
$100,001 - $250,000
$201 - $1,000
1.2
SPDR S&P 500 ETF (SPY)
$100,001 - $250,000
$1,001 - $2,500
1.3
Vanguard Communication Services ETF IV (VOX)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard FTSE Emerging Market ETF IV (VWO)
$1,001 - $15,000
$201 - $1,000
1.5
Vanguard Information Technolo ETF IV (VGT)
$15,001 - $50,000
None (or less than $201)
1.6
Vanguard Mid Cap ETF IV (VO)
$15,001 - $50,000
$201 - $1,000
1.7
Vanguard Total International STK ETF (VXUS)
$15,001 - $50,000
$1,001 - $2,500
1.8
Wisdomtree US Total Dividend ETF (DTD)
$15,001 - $50,000
$1,001 - $2,500
1.9
Defiance Hotel Airline Cruise ETF (CRUZ)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Total International Stock Index Fund ETF Shares (VXUS)
Purchase
12/20/2023
$1,001 - $15,000
2
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
Purchase
12/20/2023
$1,001 - $15,000
3
Vanguard Financials Index Fund ETF Shares (VFH)
Purchase
12/20/2023
$1,001 - $15,000
4
SPDR S&P 500 ETF Trust (SPY)
Purchase
12/20/2023
$1,001 - $15,000
5
iShares PHLX Semiconductor ETF (SOXX)
Sale
12/20/2023
$15,001 - $50,000
6
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Sale
09/11/2023
$1,001 - $15,000
7
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Sale
07/05/2023
$1,001 - $15,000
8
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Sale
06/22/2023
$1,001 - $15,000
9
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Sale
06/06/2023
$1,001 - $15,000
10
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
05/23/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Charles Schwab Margin Loan
$10,001 - $15,000
2022
On demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1.4
Previously reported under the ticker DOO. Ticker changed in 2022.
5
2.4
This was previously reported under the ticker DOO. The ticker changed in 2022.
6
1.13
This investment was previously reported under the ticker DOO. The ticker changed in 2022.

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