Financial Disclosure Details - OGE Form 278e (04/18/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Two Sisters Realty Trust (Personal Property)
Edgartown, Massachusetts
Trustee
Present
2
Boston, Massachusetts
Founder
Present

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank account (Cash) Checking Account
$1,001 - $15,000
None (or less than $201)
2
US bank account (Cash) Checking Account
$15,001 - $50,000
None (or less than $201)
3
US bank (Cash) Checking Account
$1,001 - $15,000
None (or less than $201)
4
US bank (Cash) Money Market Account
$1,000,001 - $5,000,000
Interest
$5,001 - $15,000
5
US bank (Cash) Money Market Account
$500,001 - $1,000,000
Interest
$201 - $1,000
6
US bank (Cash) Business Checking Account
$1,001 - $15,000
None (or less than $201)
7
US bank (Cash) Business Savings Account
$1,001 - $15,000
None (or less than $201)
8
CBW Family Trust FBO JFK
$250,001 - $500,000
$5,001 - $15,000
8.1
Federated Hermes USTRSY CSH RS
$15,001 - $50,000
$201 - $1,000
8.2
Vanguard Short-term Bond Index ADM
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
VANGUARD TOT WORL STK INDEX
Purchase
02/03/2022
Over $1,000,000
2
VANGUARD TOT WORL STK INDEX
Sale
12/14/2022
Over $1,000,000
3
Hartford Schroders Tax-Aware Bond ETF (HTAB)
Purchase
02/08/2022
Over $1,000,000
4
Hartford Schroders Tax-Aware Bond ETF (HTAB)
Sale
08/31/2022
Over $1,000,000
5
Hartford Schroders Tax-Aware Bond ETF (HTAB)
Sale
12/15/2022
Over $1,000,000
6
RADCLIFFE DOMESTIC SPAC FUND, L.P.
Purchase
08/31/2022
Over $1,000,000
7
HILLHOUSE CHINA VALUE FUND LP
Sale
01/31/2022
Over $1,000,000

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
14
Flying Squirrel, LLC is a single-member LLC (owned by the were an aircraft and a bank account. The aircraft was sold on August 19, 2022. The remaining asset as of December 31, 2022 is a bank account.

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