Financial Disclosure Details - OGE Form 278e (04/23/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington, Virginia
trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
U.S. bank (sweep account)
$1,001 - $15,000
None (or less than $201)
1.2
Schwab Treasury Inflation Protected Securities Index Fund (SWRSX)
$1,001 - $15,000
None (or less than $201)
2
Inherited IRA
2.1
Citigroup, Inc., bond
$1,001 - $15,000
$201 - $1,000
2.2
Conagra Brands, Inc., bond
$1,001 - $15,000
None (or less than $201)
2.3
Equifax, Inc., bond
$1,001 - $15,000
None (or less than $201)
2.4
JP Morgan Chase, bond
$1,001 - $15,000
$201 - $1,000
2.5
Lazard Group, bond
$1,001 - $15,000
None (or less than $201)
2.6
Time Warner, Inc., bond
$1,001 - $15,000
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
AECOM
salary
2
AECOM 401(k)
2.1
AECOM Stable Value
$50,001 - $100,000
None (or less than $201)
2.2
AECOM International Equity Fund
$100,001 - $250,000
None (or less than $201)
2.3
AECOM Fixed Income Fund
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Primecap Core Fund Investor Class (VPCCX)
$100,001 - $250,000
None (or less than $201)
2.5
AECOM stock (ACM)
$15,001 - $50,000
Dividends
$1,001 - $2,500
2.6
AECOM Explorer Fund Admiral Class (VEXRX)
$50,001 - $100,000
None (or less than $201)
2.7
Oakmark Fund Class R6 (OAZMX)
$250,001 - $500,000
None (or less than $201)
3
Thrivent Variable Universal Life Insurance (cash surrender value)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Meridian Contrarian Fund (MVALX)
$15,001 - $50,000
$2,501 - $5,000
2
Mairs and Power Growth Fund (MPGFX)
$15,001 - $50,000
$1,001 - $2,500
3
Fidelity Small Cap Stock Fund (FSLCX)
$15,001 - $50,000
$2,501 - $5,000
4
Thrivent Financial Municipal Bond Fund A (AAMBX)
$50,001 - $100,000
$1,001 - $2,500
5
Virginia 529 VEST (Stable Value Fund)
$15,001 - $50,000
None (or less than $201)
6
Virginia 529 VEST (Chesapeake/2021 Portfolio)
$50,001 - $100,000
$201 - $1,000
7
USAA Whole Life Insurance (DC 1)
$1,001 - $15,000
None (or less than $201)
8
USAA Whole Life Insurance (DC 2)
$1,001 - $15,000
None (or less than $201)
9
U.S. financial institution #1 (cash accounts)
$15,001 - $50,000
None (or less than $201)
10
U.S. financial institution #2 (cash accounts)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VA 529 Stable Value
Sale
05/16/2022
$1,001 - $15,000
2
VA 529 Chesapeake portfolio
Sale
09/08/2022
$1,001 - $15,000
3
VA 529 Stable Portfolio
Purchase
09/08/2022
$1,001 - $15,000
4
VA 529 Stable portfolio
Sale
09/21/2022
$1,001 - $15,000
5
Jackson Square SMID-Cap Growth (JSMVX)
Sale
08/19/2022
$1,001 - $15,000
6
PGIM Jennison International Opps Z (PWJZX)
Sale
08/19/2022
$1,001 - $15,000
7
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Sale
08/19/2022
$1,001 - $15,000
8
Schwab S&P 500 Index Fund (SWPPX)
Purchase
08/17/2022
$1,001 - $15,000
9
Schwab Value Advantage Money Fund- Investor Shares
Sale
12/17/2022
$1,001 - $15,000
10
Oakmark Fund Investor Class (OAKMX)
Sale
11/30/2022
$250,001 - $500,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
College Avenue Loans, Wilmington, DE
$10,001 - $15,000
2019
10 years
2
Sallie Mae Smart Option
$15,001 - $50,000
2020
12 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
co-signed loan for friend of my son.
8
2
co-signed loan for friend of my son.

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