Financial Disclosure Details - OGE Form 278e (06/22/2022)

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
Massachusetts Institute of Technology, defined benefit plan (value not readily ascertainable): eligible for $939.97 per month at age 65
None (or less than $201)
2
Massachusetts Institute of Technology, 401(k) Plan
2.1
Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX)
$50,001 - $100,000
None (or less than $201)
3
IRA #1
3.1
Fidelity Capital & Income Fund (FAGIX)
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Asset Manager 50% (FASMX)
$15,001 - $50,000
None (or less than $201)
3.3
Fidelity Puritan Fund (FPURX)
$15,001 - $50,000
None (or less than $201)
4
National Bureau of Economic Research, 401(a)
4.1
Vanguard 500 Index Fund Investor Shares (VFINX)
$15,001 - $50,000
None (or less than $201)
4.2
Vanguard International Value Fund Investor Shares (VTRIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cambridge, Massachusetts
I will continue to participate in the 401(K) plan with my former employer MIT, but neither I nor MIT make any further contributions to the plan.
7/1990
2
Cambridge, Massachusetts
I will continue to participate in the MIT defined benefit plan.
7/1990
3
Cambridge, Massachusetts
I will continue to participate in the 401(a) plan with my former employer National Bureau of Economic Research (NBER), but neither I nor NBER make any further contributions to the plan.
7/1994
4
Washington, District of Columbia
I will continue to participate in the 403(b) plan with my former employer Brookings Institution, but neither I nor Brookings make any further contributions to the plan.
3/2001

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
The Asia Group LLC, 401(k) Plan
1.1
T.Rowe Price Retirement I 2020 Fund - Class I
$250,001 - $500,000
None (or less than $201)
2
Center for a New American Security, 403(b) Plan
2.1
Large Cap U.S. Stock - American Funds Washington Mutual R6 (30)
$50,001 - $100,000
None (or less than $201)
2.2
Mid Cap U.S. Stock - Wells Fargo Special Mid Cap Value R6 (30)
$50,001 - $100,000
None (or less than $201)
2.3
International Stock - MFS International Diversification R6 (40)
$15,001 - $50,000
None (or less than $201)
3
Center for Strategic International Studies and Harvard University, 403(b) Plan
3.1
TIAA Traditional Annuity
$100,001 - $250,000
None (or less than $201)
3.2
CREF Stock
$100,001 - $250,000
None (or less than $201)
3.3
TIAA Real Estate
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 Cash Account
$100,001 - $250,000
Interest
None (or less than $201)
2
U.S. bank #2 Cash Account
$1,000,001 - $5,000,000
Interest
$201 - $1,000
3
DC College Savings In College Portfolio
$100,001 - $250,000
cash payments
$39,434
4
DC College Savings In College Portfolio
None (or less than $1,001)
cash payments
$77,162
5
DC College Savings 2025 Portfolio
$100,001 - $250,000
None (or less than $201)
6
U.S. Brokerage #1 Cash Deposit Accounts
$250,001 - $500,000
Interest
None (or less than $201)
7
iShares Core Dividend Growth ETF (DGRO)
$50,001 - $100,000
$2,501 - $5,000
8
iShares Core High Dividend ETF (HDV)
$100,001 - $250,000
$5,001 - $15,000
9
iShares Core S&P Small-Cap ETF (IJR)
$500,001 - $1,000,000
$5,001 - $15,000
10
iShares MSCI USA Min Vol Factor ETF (USMV)
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Vanguard Total Stock Market Index Fund
Sale
01/29/2021
$50,001 - $100,000
2
Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX)
Purchase
01/29/2021
$50,001 - $100,000
3
DC College Savings in College Portfolio
Sale
01/19/2021
$15,001 - $50,000
4
DC College Savings in College Portfolio
Sale
07/19/2021
$15,001 - $50,000
5
DC College Savings in College Portfolio
Sale
07/22/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America, N.A., Richmond, VA
$1,000,001 - $5,000,000
2011
30 yrs

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
4.5
This asset was identified as Vanguard REIT Index ETF on prior reports.
5
8
The engagement and work was performed in 2020 but payment was not received until 2021.
5
9
The engagement and work was performed in 2020 but payment was not received until 2021.
5
10
The engagement and work was performed in 2020 but payment was not received until 2021.
5
11
The engagement and work was performed in 2020 but payment was not received until 2021.
7
1
Transaction initiated by MIT plan administrator
7
2
Transaction initiated by MIT plan administrator
7
3
Payment for tuition
7
4
Payment for tuition
7
5
Payment for tuition

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