Financial Disclosure Details - OGE Form 278e (06/02/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Vice President
Present
2
Mount Laurel, New Jersey
President
9/2020
3
Vienna, Outside U.S.
Director
Present
4
Washington, District of Columbia
Director
6/2020
5
Albuquerque, New Mexico
Global Security Advisory Board member
Present
6
Idaho Falls, Idaho
Member - strategic advisory committee for the Idaho National Laboratory’s Nuclear Science and Technology Directorate
Present
7
Oak Ridge, Tennessee
Consultant
Present
8
Mount Laurel, New Jersey
volunteer oversight chair
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Nuclear Threat Initiative
Salary
$356,234
2
IRA
2.1
ABBVIE
$15,001 - $50,000
None (or less than $201)
2.2
ABB Limited
$1,001 - $15,000
None (or less than $201)
2.3
Ali Baba
$1,001 - $15,000
None (or less than $201)
2.4
Cheniere
$1,001 - $15,000
None (or less than $201)
2.5
LVMH ADR
$15,001 - $50,000
None (or less than $201)
2.6
LabCorp
$1,001 - $15,000
None (or less than $201)
2.7
Magna Intl
$1,001 - $15,000
None (or less than $201)
2.8
Snowflake Inc
$1,001 - $15,000
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 defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/2006

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Work on issues associated with civilian nuclear activity and national security.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
RW Baird (Investment Firm)
salary
2
RW Baird defined contribution plan
2.1
Riverfront Asset Allocation Growth and Income Fund
$50,001 - $100,000
None (or less than $201)
2.2
Diamond Hill Large Cap Fund
$50,001 - $100,000
None (or less than $201)
2.3
Vanguard Institutional Index Plus Fund
$100,001 - $250,000
None (or less than $201)
2.4
Neuberger Berman Midcap Growth Fund
$50,001 - $100,000
None (or less than $201)
2.5
Vanguard Small Cap Index Fund
$50,001 - $100,000
None (or less than $201)
2.6
Chautauqua Global Growth Fund
$100,001 - $250,000
None (or less than $201)
2.7
Chautauqua Intl Growth Fund
$50,001 - $100,000
None (or less than $201)
3
IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)
3
U.S. Credit Union #2 (cash)
$1,001 - $15,000
None (or less than $201)
4
Bitcoin (CoinBase)
$1,001 - $15,000
None (or less than $201)
5
Brokerage Account
5.1
Ali Baba
$1,001 - $15,000
None (or less than $201)
5.2
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
5.3
Coinbase Global Inc
$1,001 - $15,000
None (or less than $201)
5.4
Danaher Corp. (DHR)
$1,001 - $15,000
None (or less than $201)
5.5
Liberty Media Acquisition Corporation
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
NextMark FCU
$15,001 - $50,000
2020
On Demand
2
AmeriHome Mortgage Company
$500,001 - $1,000,000
2020
360 months
3
Ally Bank
$500,001 - $1,000,000
2015
30 year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
5
Non-compensated
1
6
Non-compensated
1
7
Non-compensated
2
2.5
luxury goods
6
5.8
Per filer, no longer held.
8
3
This mortgage was refinanced in 2020 with Amerihome, This mortgage is no longer active.

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