Financial Disclosure Details - OGE Form 278e (05/17/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Dunn Loring, Virginia
Managing Director
Present
2
Dunn Loring, Virginia
Limited Partner
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
1
SEP-IRA
1.1
Vanguard Target Retirement 2060
$1,001 - $15,000
None (or less than $201)
2
IRA
2.1
Vanguard Small-Cap Gr Idx Admiral
$15,001 - $50,000
None (or less than $201)
3
Roth IRA
3.1
Vanguard Total Stock Mkt Idx Adm
$15,001 - $50,000
None (or less than $201)
4
Self-employed (speech pathologist)
Fees

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 Plan
1.1
Vanguard Total Stock market Index Fund
$15,001 - $50,000
None (or less than $201)
2
Virginia 529 Plan
2.1
Vanguard Total Stock Market Index Fund
$50,001 - $100,000
None (or less than $201)
3
Vanguard Total Stock Market Index (Educ Savings)
$1,001 - $15,000
None (or less than $201)
4
Vanguard Total Stock Market Index Fund (Educ Savings Acct)
$1,001 - $15,000
None (or less than $201)
5
Vanguard Total Stock Market Index Fund (Roth IRA)
$15,001 - $50,000
None (or less than $201)
6
Rim Rock Livestock Co.
$1,001 - $15,000
Capital Gains Interest
$5,001 - $15,000
7
Vanguard Federal Money Market Fund
None (or less than $1,001)
None (or less than $201)
8
Amazon.com Inc
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Crowdstrike Holdings Inc.
Purchase
01/07/2020
$1,001 - $15,000
2
Crowdstrike Holdings Inc.
Purchase
01/08/2020
$1,001 - $15,000
3
Avalara Inc.
Purchase
01/07/2020
$1,001 - $15,000
4
Avalara Inc.
Purchase
01/08/2020
$1,001 - $15,000
5
Alteryx Inc.
Purchase
01/07/2020
$1,001 - $15,000
6
InMode Ltd.
Purchase
01/08/2020
$1,001 - $15,000
7
StoneCo Ltd.
Purchase
01/08/2020
$1,001 - $15,000
8
Alteryx Inc.
Sale
01/22/2020
$1,001 - $15,000
9
The Trade Desk Inc.
Sale
01/29/2020
$1,001 - $15,000
10
Crowdstrike Holdings Inc.
Purchase
01/24/2020
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cornerstone
$50,001 - $100,000
1999
245 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Ethics approval received.
1
2
Ethics approval received.
6
6
Sale of property and distribution of proceeds to shareholders.
6
32
Underlying assets separately reported.
6
33
Account 2
6
34
Account 2
6
35
Account 2
6
36
Account 2
6
37
Account 2
6
38
Account 2

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