Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Vice President & General Counsel
10/2021
2
Washington, District of Columbia
Member and Vice-Chair of the Board of Trustees
10/2021
3
Washington, District of Columbia
Member of the Board of Directors
10/2021
4
Washington, District of Columbia
Board Member; Member of Space and Governance Committee
10/2021
5
Washington, District of Columbia
Trustee
10/2021
6
Washington, District of Columbia
Trustee
10/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Georgetown University
Salary
$416,210
2
Georgetown University Defined Contribution Retirement Plan - 403(b)
2.1
Fidelity Freedom Index 2025 Fund Investor Class
$250,001 - $500,000
None (or less than $201)
3
American Constitution Society 403(b) Plan
3.1
Vanguard Emerging Markets Stock Index Fund Admiral Shares
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Total International Stock Index Fund Admiral Shares
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Treasury Money Market Fund
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard U.S. Growth Fund Admiral Shares
$50,001 - $100,000
None (or less than $201)
3.5
Vanguard Windsor II Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
4
Georgetown University Voluntary Contribution Retirement Plan - 403(b)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in my defined contribution and my voluntary contribution plans after my separation. The plan sponsor will not make further contributions after my separation.
3/2013
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions.
6/2003

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
University of Maryland
salary, bonus
2
University System of Maryland 457(b) Plan
2.1
TIAA Traditional
$250,001 - $500,000
None (or less than $201)
2.2
CREF Stock R3
$15,001 - $50,000
None (or less than $201)
2.3
CREF Growth R3
$15,001 - $50,000
None (or less than $201)
2.4
T. Rowe Price Large-Cap Growth Fund I Class
$1,001 - $15,000
None (or less than $201)
2.5
Hartford Core Equity Fund Class R6
$15,001 - $50,000
None (or less than $201)
2.6
Victory RS Global Fund Class R6
$1,001 - $15,000
None (or less than $201)
2.7
TIAA Real Estate
$15,001 - $50,000
None (or less than $201)
2.8
CREF Global Equities R3
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Maryland 529 College Investment Plan #1
1.1
Equity Portfolio
$100,001 - $250,000
None (or less than $201)
2
Maryland 529 College Investment Plan #2
2.1
Equity Portfolio
$100,001 - $250,000
None (or less than $201)
3
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)
4
Oil and Gas Lease, California - California Resources Corp (value not ascertainable)
Rent or Royalties
$5,001 - $15,000
5
Virginia College Savings Plan (College America 529)
5.1
American Funds Capital World Growth and Income Fund Class 529-A
$15,001 - $50,000
None (or less than $201)
5.2
American Funds Fundamental Investors Class 529-A
$15,001 - $50,000
None (or less than $201)
5.3
American Funds New Perspective Fund Class 529-A
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Accenture Plc (ACN)
Sale
11/17/2021
$50,001 - $100,000
2
JP Morgan Chase & Co. (JPM)
Sale
11/17/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper
$50,001 - $100,000
2013
10 years
2
Mr. Cooper
$15,001 - $50,000
2013
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
15
This asset and the underlying assets were inadvertently left off nominee report
5
16
This asset and the underlying assets were inadvertently left off nominee report
6
4
This is a gifted asset. I have checked all available paperwork to determine whether oil, gas, or both are the subject of the lease, the location of the property, and the value of the asset. California Resources Corp is in Chapter 11 bankruptcy. I have contacted the company and the U.S. Bankruptcy Trustee to obtain the information, but they have not responded to my inquiries.

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