Financial Disclosure Details - OGE Form 278e (04/11/2023)

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
IRA - Traditional
1.1
Vanguard Federal Money Market Fund
$50,001 - $100,000
None (or less than $201)
2
IRA-Roth
2.1
Vanguard Target Retirement Account 2050
$15,001 - $50,000
None (or less than $201)
3
Deloitte Consulting 401(k)
3.1
Vanguard Emerging Markets Stock Index Fund (VEMAX)
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Institutional Index Fund Institutional Shares (VINIX)
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Total International Stock Index Fund Institutional Shares (VTSNX)
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Rosslyn, Virginia
I will continued to participate in the company's defined contribution plan however no further contributions will be made by the plan sponsor after my separation.
5/2018

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
Harbour Capital Advisors (Family wealth management)
salary, bonus
2
Spouse Roth IRA
2.1
IJR Ishared core S&P Small
$1,001 - $15,000
None (or less than $201)
2.2
VBR Vanguard Small Cap
$1,001 - $15,000
None (or less than $201)
2.3
Guardant Health, Inc. (GH)
$1,001 - $15,000
None (or less than $201)
2.4
The Home Depot, Inc. (HD)
$15,001 - $50,000
None (or less than $201)
2.5
JPMorgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)
2.6
Mercadolibre
$1,001 - $15,000
None (or less than $201)
2.7
Sea LTD
$1,001 - $15,000
None (or less than $201)
2.8
Zoetis, Inc. (ZTS)
$1,001 - $15,000
Capital Gains
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares Ultra Short-Term Bond ETF (ICSH)
$100,001 - $250,000
None (or less than $201)
2
Cash Account, US Bank
$15,001 - $50,000
None (or less than $201)
3
Joint Cash Account US Bank
$1,001 - $15,000
None (or less than $201)
4
Spouse Cash Account
$1,001 - $15,000
None (or less than $201)
5
Second Cash Account, US Bank
$1,001 - $15,000
None (or less than $201)
6
Second Joint Cash Account, US Bank
$15,001 - $50,000
None (or less than $201)
7
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
8
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
9
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
10
HDFC Bank Limited Common Stock (HDB)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Netflix, Inc. (NFLX)
Purchase
06/30/2022
$1,001 - $15,000
2
SPLUNK INC COMMON SHARES CLIENT ENT...
Purchase
02/04/2022
$1,001 - $15,000
3
ISHARES CORE S&P 500 ETF PRODUCT DE..
Purchase
02/04/2022
$15,001 - $50,000
4
Netflix, Inc. (NFLX)
Purchase
02/04/2022
$1,001 - $15,000
5
Adobe, Inc. (ADBE)
Purchase
02/04/2022
$1,001 - $15,000
6
Twilio, Inc. (TWLO)
Purchase
02/14/2022
$1,001 - $15,000
7
ISHARES CORE S&P 500 ETF PRODUCT DE
Purchase
02/28/2022
$1,001 - $15,000
8
Datadog Inc Class A
Purchase
06/28/2022
$1,001 - $15,000
9
JP MOrgan Chase
Sale
05/09/2022
$1,001 - $15,000
10
Mercadolibre INc
Sale
05/06/2022
$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
Nothing reported in this section

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