Financial Disclosure Details - OGE Form 278e (08/13/2023)

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
IRA
1.1
Fidelity Mega Cap Stock Fund
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Dividend Growth
$50,001 - $100,000
None (or less than $201)
1.3
Fidelity Blue Chip Growth
$15,001 - $50,000
None (or less than $201)
1.4
Fidelity Overseas
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity Government Cash Reserves
$50,001 - $100,000
None (or less than $201)

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
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)
2
IRA (cash)
$100,001 - $250,000
None (or less than $201)
3
Baker Hostetler 401(k)
3.1
Fidelity Puritan
$100,001 - $250,000
None (or less than $201)
3.2
Fidelity Contra Fund
$50,001 - $100,000
None (or less than $201)
3.3
Fidelity Growth Company
$250,001 - $500,000
None (or less than $201)
3.4
Wells Fargo Government Securities Fund (AS Government Securities)
$50,001 - $100,000
None (or less than $201)
3.5
Principal SmallCap Fund Class R-6 Shares (PSMLX)
$100,001 - $250,000
None (or less than $201)
3.6
BakerHostetler Composite Funds
$500,001 - $1,000,000
None (or less than $201)
3.7
T Rowe Price Dividend Growth 1
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Magellan
$15,001 - $50,000
$201 - $1,000
2
Fidelity Government Cash Reserves
$15,001 - $50,000
Interest
None (or less than $201)
3
U.S. bank #1 (cash)
$15,001 - $50,000
Interest
$201 - $1,000
4
Residential rental property, Washington, DC
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
5
U.S. Savings Bonds
$1,001 - $15,000
None (or less than $201)
6
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
7
Northwestern Mutual Adjustable Comp Life, Whole Life
$100,001 - $250,000
Interest
$201 - $1,000
8
DC College Savings Plan 1
8.1
Ascensus DC College Savings 2025 Portfolio
$50,001 - $100,000
None (or less than $201)
9
DC College Savings Plan 2

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
TD Bank
$500,001 - $1,000,000
2019
30 years
2
M&T Bank
$100,001 - $250,000
2016
Open-ended
3
PennyMac
$500,001 - $1,000,000
2020
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Paramount
Washington, District of Columbia
Kennedy Center Honors Brunch 12/3/22
$420
2
Paramount
Washington, District of Columbia
Kennedy Center Honors Reception 12/4/22
$420
3
Kennedy Center/Paramount
Washington, District of Columbia
CBS/Kennedy Center Honors Gala and Supper 12/4/22
$10,060

Endnotes

Section
#
Description
5
1
Former Capital Account - Baker Hostetler transferred to bank checking and savings account.
5
2
Former Baker Hostetler Cash Balance converted to IRA cash account.
5
7
Spouse departed from the firm in February 2022.

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