Financial Disclosure Details - OGE Form 278e (05/22/2023)

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
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
New America Fellow
$100,001 - $250,000
Salary
2
TIAA-CREF
$100,001 - $250,000
None (or less than $201)
2.1
T. Rowe Price Ret 2050 Fd
$15,001 - $50,000
$15,001 - $50,000
3
Vanguard Retirement Plan
$50,001 - $100,000
3.1
Vanguard Institutional Target Retirement 2050 Fund
$50,001 - $100,000
4
Harvard Kennedy School
$1,001 - $15,000
Salary
5
American Academy of Arts and Sciences
$15,001 - $50,000
Salary
6
Rockefeller Philanthropy Advisors
$15,001 - $50,000
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Cash)
$15,001 - $50,000
None (or less than $201)
2
Brokerage Account #2
$50,001 - $100,000
None (or less than $201)
3
U.S. Bank #2 (Cash)
$15,001 - $50,000
None (or less than $201)
4
U.S. Bank #4 (Cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. Bank #3 (Cash)
$15,001 - $50,000
Capital Gains
None (or less than $201)
6
Supreme Partnership interest 2.223% - residential rental real estate ny, ny
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
7
Schenck Partnership interest 3.222% - residential rental real estate ny, ny
$1,000,001 - $5,000,000
Rent or Royalties
$15,001 - $50,000
8
Benaim Family Partners - 16.667%- marketable securities
$500,001 - $1,000,000
8.1
CASH
$1,001 - $15,000
Interest
None (or less than $201)
8.2
VANGUARD MUTUAL FUNDS
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Ferro Corp. (FOE)
Sale
03/08/2022
$1,001 - $15,000
2
Hyster-Yale Materials Handling, Inc. (HY)
Sale
04/05/2022
$1,001 - $15,000
3
Hyster-Yale Materials Handling, Inc. (HY)
Purchase
03/02/2022
$1,001 - $15,000
4
MILLICOM
Purchase
06/13/2022
$1,001 - $15,000
5
Corning, Inc. (GLW)
Purchase
06/21/2022
$1,001 - $15,000
6
Sinclair Broadcast Group, Inc. (SBGI)
Purchase
06/21/2022
$1,001 - $15,000
7
Zimmer Biomet Holdings, Inc. (ZBH)
Purchase
06/21/2022
$1,001 - $15,000
8
Swedish Match AB
Sale
08/04/2022
$1,001 - $15,000
9
Wynn Resorts Ltd. (WYNN)
Sale
08/19/2022
$1,001 - $15,000
10
Zimmer Biomet Holdings, Inc. (ZBH)
Sale
08/19/2022
$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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