Financial Disclosure Details - OGE Form 278e (05/10/2023)

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
Morgan Stanley
1.1
SSGA Target Retirement 2025 Index
$1,001 - $15,000
1.2
SSGA Target Retirement 2050 Index
$1,001 - $15,000
1.3
BlackRock Government Short-Term Investment Fund
$1,001 - $15,000
1.4
BlackRock Bond Index Fund
$1,001 - $15,000
1.5
PIMCO Core Fixed Income Portfolio
$1,001 - $15,000
1.6
PIMCO Real Return Portfolio
$1,001 - $15,000
1.7
PIMCO International Bond (Unhedged) (PFUIX)
$1,001 - $15,000
1.8
Wellington Opportunistic Emerging Markets Debt Fund
$1,001 - $15,000
2
S&P Global, Inc. (SPGI)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
IHS Markit
Washington, District of Columbia
Unvested RSUs were forfeit upon separation from the company. Vested RSUs were retained (see Pt. 2, line 1).
11/2018
2
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2006
3
IHS Markit
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions 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
Curran Moher Weis (Law Practice that handles family issues)
salary, bonus
2
Curran Moher Weis 401K
2.1
FTFFX-Fidelity Advisor Freedom 2040 M
$1,001 - $15,000
2.2
FFFQX-Fidelity Advisor Freedom 2050 M
$100,001 - $250,000
2.3
TRBCX -T.Rowe Price Blue Chip Growth
$1,001 - $15,000
2.4
PRHSX - T.Rowe Price Health Sciences
$100,001 - $250,000
2.5
VQNPX - Vanguard Growth & Income Inv
$100,001 - $250,000
3
Fidelity Rollover IRA
3.1
Facebook, Inc. (FB)
$1,001 - $15,000
3.2
T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)
$1,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Chase-checking
$1,001 - $15,000
None (or less than $201)
2
Schwab S&P 500 Index Fund (SWPPX)
$100,001 - $250,000
None (or less than $201)
3
DocuSign, Inc. (DOCU)
$1,001 - $15,000
None (or less than $201)
4
Redfin Corp. (RDFN)
$1,001 - $15,000
None (or less than $201)
5
BABA-Alibaba -Multinational technology company
$15,001 - $50,000
None (or less than $201)
6
Wells Fargo & Co. (WFC)
$1,001 - $15,000
None (or less than $201)
7
JPM-JP Morgan-Investment bank
$1,001 - $15,000
None (or less than $201)
8
Chase Deposit Sweep
$15,001 - $50,000
None (or less than $201)
9
Chase checking-sapphire
$15,001 - $50,000
Interest
None (or less than $201)
10
Ally Savings
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
2
4
Stock plan that converted from IHS Markit to S&P in 2022 owing to a merger/acquisition. Sold in 2023.
5
3
Joseph Law Group account was rolled over to Fidelity IRA
6
8
cash in chase investment account
6
32
Whole life insurance policy
6
33
whole life insurance policy

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