Financial Disclosure Details - OGE Form 278e (05/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Managing Director
7/2021
2
New York, New York
Board of Trustees Member
7/2021
3
Washington, District of Columbia
Board of Directors
7/2021
4
Portsmouth, New Hampshire
Board of Directors
7/2021
5
Westport, Connecticut
Board of Directors
7/2021
6
Washington, District of Columbia
Cyber Policy Team Lead (Volunteer)
1/2021
7
Washington, District of Columbia
Senior International Security Fellow
7/2021
8
Washington, District of Columbia
Visiting Fellow
7/2021
9
Washington, District of Columbia
Finance Leaders Fellow
7/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Morgan Stanley
Salary/Bonus
$2,032,300

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
Pursuant to plan policy, my EICP restricted stock units vested upon my date of termination and converted to shares of Morgan Stanley stock. I divested the resulting shares within 90 days of confirmation.
1/2018
2
New York, New York
Pursuant to plan policy, my MSCIP deferred cash bonus vested upon my date of termination and wase fixed as of that date. I received the receivable within 30 days of termination.
2/2017
3
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
2/2017

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 York State Voluntary Defined Contribution Program
1.1
TIAA Access Lifecycle Fund 2030 T1/New York State Voluntary Defined Contribution Program
$15,001 - $50,000
None (or less than $201)
1.2
TIAA-CREF Lifecycle Index 2030 Fund - Retirement Class/New York State Voluntary Defined Contribution Program
$15,001 - $50,000
None (or less than $201)
1.3
Fidelity MM-FID RET MONEY MKT (FRTXX)/New York State Voluntary Defined Contribution Program
$15,001 - $50,000
None (or less than $201)
1.4
Fidelity MM-FID BLUE CHIP/New York State Voluntary Defined Contribution Program
$15,001 - $50,000
None (or less than $201)
1.5
MM-PIMCO REALRET ADM /New York State Voluntary Defined Contribution Program
$1,001 - $15,000
None (or less than $201)
1.6
MM-FID USBD IDX PREM/New York State Voluntary Defined Contribution Program
$1,001 - $15,000
None (or less than $201)
2
US bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
3
US bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
4
Empire State Development/New York State Department of Economic Development
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares MSCIEmerging Markets ETF (EEM)
$50,001 - $100,000
$1,001 - $2,500
2
iShares MSCI EAFE Growth ETF (EFG)
$1,001 - $15,000
None (or less than $201)
3
iShares MSCIFrontier 100 ETF (FM)
$15,001 - $50,000
$201 - $1,000
4
iShares Russell 1000 ETF (IWB)
$50,001 - $100,000
$201 - $1,000
5
iShares Russell 1000 Value ETF (IWD)
$50,001 - $100,000
$1,001 - $2,500
6
iShares Russell 1000 Growth ETF (IWF)
$100,001 - $250,000
$2,501 - $5,000
7
iShares Russell Mid-Cap Growth ETF (IWP)
$15,001 - $50,000
None (or less than $201)
8
iShares Russell Mid-Cap Value ETF (IWS)
$50,001 - $100,000
$201 - $1,000
9
Vanguard Small-Cap Index Fund ETF Shares (VB)
$1,001 - $15,000
None (or less than $201)
10
Vanguard Health Care Index Fund ETF Class Shares (VHT)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
S&P 500 Index Fund (SPY)
Purchase
10/04/2021
$50,001 - $100,000
2
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Purchase
10/12/2021
$50,001 - $100,000
3
American Funds 2045 Target Date Retirement Fund Class A Shares (AAHTX)
Purchase
10/29/2021
$100,001 - $250,000
4
Vanguard S&P 500 ETF (VOD)
Purchase
10/12/2021
$100,001 - $250,000
5
ClearBridge Aggressive Growth Fund Class A Shares (SHRAX)
Purchase
07/20/2021
$100,001 - $250,000

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
6
10
This asset has been fully divested.
7
2
Shares were purchased incrementally on 10/12/21. 11/15/21. 12/13/21. 2/18/22, 3/14/22 and 4/18/22.
7
4
Shares were purchased incrementally on 10/12/21. 11/15/21. 12/13/21. 2/18/22. 3/14/22 and 4/18/22

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