Financial Disclosure Details - OGE Form 278e (03/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
4/2021
2
Arlington, Virginia
Co-Trustee
4/2021
3
Arlington, Virginia
Co-Trustee
4/2021
4
Washington, District of Columbia
Trustee
Present
5
Washington, District of Columbia
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Robbins Russell (law firm)
Partnership Share
$393,100
2
Robbins Russell capital account
$15,001 - $50,000
$100,001 - $1,000,000
3
IRA
3.1
Fidelity Government Cash Reserves (FDRXX)
$1,000,001 - $5,000,000
None (or less than $201)
3.2
GraniteShares Gold Trust (BAR)
$500,001 - $1,000,000
None (or less than $201)
3.3
Fidelity Investment Grade Bond Fund (FBNDX)
$1,000,001 - $5,000,000
None (or less than $201)
3.4
PCM Taxable Bond Fund (PCM)
$100,001 - $250,000
None (or less than $201)
3.5
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
$500,001 - $1,000,000
None (or less than $201)
3.6
Vanguard Institutional Target Retirement 2025 Fund (VTTVX)
$1,000,001 - $5,000,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I have no continuing relationship with the firm, with the exception of the capital account described below. The defined contribution plan mentioned in my nominee report has also been closed and its asset sold. My name has been taken out of the firm’s name as of May 1, 2021.
3/2007
2
Washington, District of Columbia
The funds in this account were returned to me in May 2021, with the exception of approximately $27,000 that has been retained for the purpose of state tax payments. After my share of those state tax payments are made, the remaining funds in the account will be returned to me by the end of 2022.
4/2007

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
IRA
1.1
iShares Preferred and Income Securities ETF (PFF)
$15,001 - $50,000
None (or less than $201)
1.2
SPDR S&P Dividend ETF (SDY)
$100,001 - $250,000
None (or less than $201)
1.3
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$1,000,001 - $5,000,000
Interest
$201 - $1,000
2
AXA Equitable Whole Life Insurance
$50,001 - $100,000
None (or less than $201)
3
Irrevocable GST Trust #1
3.1
Fidelity Government Money Market Fund (SPAXX)
$1,000,001 - $5,000,000
$1,001 - $2,500
3.2
American Tower Corporation (REIT) (AMT)
$100,001 - $250,000
Dividends
$5,001 - $15,000
3.3
Cisco Systems, Inc. (CSCO)
$250,001 - $500,000
Dividends
$2,501 - $5,000
3.4
eBay, Inc. (EBAY)
$15,001 - $50,000
Dividends
$201 - $1,000
3.5
Alphabet, Inc. (GOOG)
$50,001 - $100,000
Dividends
$1,001 - $2,500
3.6
Alphabet, Inc. (GOOG)
$50,001 - $100,000
Dividends
$1,001 - $2,500
3.7
The Goldman Sachs Group, Inc. (GS)
$50,001 - $100,000
Dividends
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Leidos Holdings, Inc. (LDOS)
Sale
05/27/2021
$500,001 - $1,000,000
2
JPMorgan
Sale
05/27/2021
$100,001 - $250,000
3
Fidelity MSCI Industrials Index ETF (FIDU)
Purchase
05/27/2021
$250,001 - $500,000
4
Vanguard Value Index Fund ETF Shares (VTV)
Purchase
05/27/2021
$500,001 - $1,000,000
5
Blackstone Group
Sale
07/21/2021
$250,001 - $500,000
6
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
Sale
07/21/2021
$250,001 - $500,000
7
GraniteShares Gold Trust (BAR)
Sale
09/22/2021
$500,001 - $1,000,000
8
Carlyle Group
Purchase
09/22/2021
$500,001 - $1,000,000
9
WisdomTree Trust US Efficient
Sale
09/22/2021
$500,001 - $1,000,000
10
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
Sale
09/22/2021
$500,001 - $1,000,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Bank
$500,001 - $1,000,000
2012
30 year mortgage
2
Chase Bank
$500,001 - $1,000,000
2015
15 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Capital account returned to me on May 2021, in the amount of $151,241. As explained in Part 3, approximately $27,000 remains in the capital account for the purpose of paying any state taxes owed.

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