Financial Disclosure Details - OGE Form 278e (05/02/2023)

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
Traditional IRA
1.1
Fidelity Balanced Fund (FBALX)
$1,000,001 - $5,000,000
None (or less than $201)
2
Roth IRA
2.1
Fidelity Balanced Fund (FBALX)
$15,001 - $50,000
None (or less than $201)
3
The Commonwealth Fund
3.1
TIAA-CREF Lifecycle Index 2030 Fund
$100,001 - $250,000
None (or less than $201)
4
Johnson & Johnson, defined benefit plan (value not readily ascertainable) Eligible for $1500/mo at age 60
None (or less than $201)
5
Johnson & Johnson excess pension plan (value not readily attainable) Eligible for $813/mo at age 55
Monthly pension income
$8,130
6
Johnson & Johnson retirement plan
6.1
Target Retirement 2030 Fund
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Commonwealth Fund
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2019
2
New Brunswick, New Jersey
I will continue to participate in this defined benefit plan.
12/2012
3
New Brunswick, New Jersey
I will continue to participate in this excess pension plan.
12/2012
4
New Brunswick, New Jersey
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/2012

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
Traditional IRA
1.1
Fidelity Balanced Fund (FBALX)
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)
2
Fidelity Blue Chip Growth Fund (FBGRX)
$15,001 - $50,000
$201 - $1,000
3
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
$15,001 - $50,000
$201 - $1,000
4
Vanguard Mega Cap Value Index Fund ETF Shares (MGV)
$15,001 - $50,000
$201 - $1,000
5
Invesco S&P 500 Quality ETF (SPHQ)
$15,001 - $50,000
$201 - $1,000
6
TempletonGlobal Total Return Fund Advisor Class Shares (TTRZX)
$1,001 - $15,000
$201 - $1,000
7
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$15,001 - $50,000
$201 - $1,000
8
SPDR S&P Aerospace & Defense ETF (XAR)
$1,001 - $15,000
None (or less than $201)
9
Technology Select Sector SPDR Fund (XLK)
$15,001 - $50,000
None (or less than $201)
10
Vanguard Financials Index Fund ETF Shares (VFH)
$15,001 - $50,000
$201 - $1,000

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
Nothing reported in this section

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