Financial Disclosure Details - OGE Form 278e (05/14/2023)

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
Migration Policy Inst. 403b plan (managed by American United Life Insurance Co)
1.1
TIAACREF Lifecycle Index 2020
$50,001 - $100,000
None (or less than $201)
2
Georgetown University - CREF retirement plan - Social Choice R3
$50,001 - $100,000
None (or less than $201)
3
Rollover IRA - Fidelity Management Trust Co. Custodian
3.1
Fidelity International Small Cap Fund (FISMX)
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Total Market Index Fund (FSKAX)
$100,001 - $250,000
None (or less than $201)
3.3
Parnassus Mid Cap Fund Institutional (PFPMX)
$15,001 - $50,000
None (or less than $201)
3.4
HARLEY DAVIDSON INC NOTE (7/28/25)
$15,001 - $50,000
None (or less than $201)
3.5
OFFICE PROPERTIES INCOME TR NOTE (mat. 6/15/26)
$15,001 - $50,000
None (or less than $201)
3.6
GOLDMAN SACHS GRP (mat. 8/17/26)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
American United Life Insurance Company/Migration Policy Institute
Washington, District of Columbia
Defined contribution Retirement Plan
7/2017
2
TIAA/Georgetown University
Washington, District of Columbia
Funds remaining in retirement account established when employed by Georgetown University
9/2007
3
Migration Policy Inst. 403b plan (managed by American United Life Insurance Co)
Washington, District of Columbia
Retirement Account for Former Employer,
7/2017

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
Fidelity IRA
1.1
Fidelity Dividend Growth (FDGFX)
$1,001 - $15,000
$1,001 - $2,500
1.2
Ariel Fund (ARGFX)
$15,001 - $50,000
$1,001 - $2,500
1.3
Ariel Appreciation (CAAPX)
$50,001 - $100,000
$5,001 - $15,000
1.4
FIDELITY DIVERSIFIED INTERNATIONAL (FDIVX)
$1,001 - $15,000
None (or less than $201)
1.5
JANUS HENDERSON MID CAP VALUE T (JMCVX)
$50,001 - $100,000
$2,501 - $5,000
1.6
Fidelity Government Cash Reserves (FDRXX)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
MFS Investment Management Multimarket Income Trust
$15,001 - $50,000
$1,001 - $2,500
2
Suntrust Personal Checking Account
$15,001 - $50,000
Interest
None (or less than $201)
3
Maryland College Investment Plan 529 Portfolio for College
$50,001 - $100,000
None (or less than $201)
4
CITIGROUP INC NOTE 3.37500% 03/01/2023
$50,001 - $100,000
Interest
$1,001 - $2,500
5
GENERAL MTRS FINL CO INC NOTE 2.90000% 02/26/2025 CALL MAKE WHOLE
$15,001 - $50,000
Interest
$1,001 - $2,500
6
GOLDMAN SACHS GROUP INC MTN 3.85000% 07/08/2024 CALL MAKE WHOLE
$15,001 - $50,000
Interest
$1,001 - $2,500
7
KIMCO REALTY CORP NOTE CALL MAKE WHOLE 2.70000% 03/01/2024
$15,001 - $50,000
Interest
$1,001 - $2,500
8
MARRIOTT INTL INC NEW NOTE 3.12500% 02/15/2023 CALL MAKE WHOLE
$15,001 - $50,000
Interest
$1,001 - $2,500
9
VORNADO RLTY L P NOTE CALL MAKE WHOLE 2.15000% 06/01/2026
$15,001 - $50,000
Interest
$201 - $1,000
10
WELLS FARGO &CO MTN 4.12500% 08/15/2023
$15,001 - $50,000
Interest
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Berkshire Hathaway Inc. Com USDO.0033 CL
Sale
02/11/2022
$100,001 - $250,000
2
MICROSOFT CORP
Sale
02/11/2022
$100,001 - $250,000
3
SPARK NEW ZEALAND ADR
Sale
02/11/2022
$1,001 - $15,000
4
HEALTH CARE SELECT SECTOR SPDR
Sale
02/11/2022
$50,001 - $100,000
5
AT&T INC NOTE CALL MAKE WHOLE 2.62500% 12/01/2022
Sale
02/02/2022
$15,001 - $50,000
6
BALTIMORE GAS &ELEC CO NOTE 3.35000% 07/01/2023 CALL MAKE WHOLE
Sale
02/02/2022
$15,001 - $50,000
7
BOEING CO NOTE CALL MAKE WHOLE 2.12500% 03/01/2022
Sale
02/02/2022
$15,001 - $50,000
8
EQUINIX INC NOTE CALL MAKE WHOLE 1.00000% 09/15/2025
Sale
02/02/2022
$15,001 - $50,000
9
HEWLETT PACKARD ENTERPRISE CO NOTE 1.45000% 04/01/2024 CALL MAKE WHOLE
Sale
02/02/2022
$15,001 - $50,000
10
JABIL INC NOTE CALL MAKE WHOLE 1.70000% 04/15/2026
Sale
02/02/2022
$15,001 - $50,000

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
36
Inadvertently omited from prior report
6
37
Inadvertently omitted from prior report.
6
38
Inadvertently omited from prior report.
6
45
Inadvertently omitted from previous report.
6
46
Inadvertently omitted from previous report.
7
37
Redemption
7
39
Inadvertently not reported when sold.

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