Financial Disclosure Details - OGE Form 278e (04/05/2023)

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
ROTH IRA
1.1
Domini Impact Bond Institutional (DSBIX)
None (or less than $1,001)
None (or less than $201)
1.2
Vanguard High-Yield Corporate Adm (VWEAX)
None (or less than $1,001)
None (or less than $201)
1.3
Vanguard Interm-Term Investment-Grde Adm (VFIDX)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard 500 Index Admiral (VFIAX)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Growth Index Admiral (VIGAX)
$15,001 - $50,000
None (or less than $201)
1.6
Vanguard Value Index Adm (VVIAX)
$1,001 - $15,000
None (or less than $201)
1.7
Columbia Mid Cap Index Inst2 (CPXRX)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Mid-Cap Growth Index Admiral (VMGMX)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Mid-Cap Value Index Admiral (VMVAX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
3/2017

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
University of California, San Diego
Salary
2
University of California, San Diego, 403(b) plan
2.1
UC Pathway Fund 2055
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
Savings account - Goldman Sachs
None (or less than $1,001)
Interest
$201 - $1,000
3
Danaher Corp. (DHR)
$1,001 - $15,000
Dividends
None (or less than $201)
4
Tetra Tech, Inc. (TTEK)
$1,001 - $15,000
Dividends
None (or less than $201)
5
Trimble, Inc. (TRMB)
$1,001 - $15,000
Dividends
None (or less than $201)
6
US credit union (cash)
$1,001 - $15,000
None (or less than $201)
7
iShares Core S&P Total US Stock Market ETF
$1,001 - $15,000
None (or less than $201)
8
Loomis Sayles Core Plus Fund
$1,001 - $15,000
None (or less than $201)
9
Dimensional U.S. Sustainability Core I Portfolio
$1,001 - $15,000
None (or less than $201)
10
JP Morgan U.S. Equity Fund
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Trimble, Inc. (TRMB)
Sale
01/18/2022
$1,001 - $15,000
2
Xylem, Inc. (XYL)
Sale
01/18/2022
$1,001 - $15,000
3
Tetra Tech, Inc. (TTEK)
Sale
01/18/2022
$1,001 - $15,000
4
Danaher Corp. (DHR)
Sale
01/18/2022
$1,001 - $15,000
5
Carrier Corp. (CARR)
Sale
01/13/2022
$1,001 - $15,000
6
Xylem, Inc. (XYL)
Sale
01/31/2022
$1,001 - $15,000
7
iShares Global Clean Energy ETF (ICLN)
Sale
01/31/2022
$1,001 - $15,000
8
Carrier Corp (CARR)
Sale
01/31/2022
$1,001 - $15,000
9
Trane Technologies (TT)
Sale
01/31/2022
$1,001 - $15,000
10
Jacobs Engineering Group, Inc. (JEC)
Sale
06/10/2022
$1,001 - $15,000

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
Nothing reported in this section

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