Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, DC, District of Columbia
Professor
Present
2
Lakewood, Colorado
President of Board
Present
3
Washington DC, District of Columbia
Fellow
Present
4
Ann Arbor, Michigan
Trustee
Present
5
Washington, District of Columbia
Consultant
Present
6
Washington, District of Columbia
Consultant
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
TIAA Traditional
$500,001 - $1,000,000
cash distribution
$60,000
2
R&C Boating (Key West/out island tours, snorkeling, and sightseeing excursions)
$15,001 - $50,000
None (or less than $201)
3
Macfadden & Associates, Inc., a PAE company
Consulting Fees
$18,188
4
Knowledgbank
Consulting Fees
$2,300
5
Federal Aviation Administration
Teaching
$21,590
6
MJT Trust
Trustee Fees
$7,510
7
American University
Salary
$167,676
8
National Academy of Public Administration
Consulting Fees
$0

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, DC, District of Columbia
I will continue to participate in the American University 401k plan. Both American University and I will continue to make contributions to this plan (plan includes participation in a TIAA-CREF deferred annuity).
8/1999

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
TIAA Traditional
$50,001 - $100,000
cash distribution
2
U.S. bank account (cash) (UBS)
$50,001 - $100,000
None (or less than $201)
3
SG Structured Products 00.000% 013026 DTD013111 FC 042611 INC NTS B/E
None (or less than $1,001)
None (or less than $201)
4
13 D Activist Fund Class I
$1,001 - $15,000
$201 - $1,000
5
AIG Focused Dividend Strategy
None (or less than $1,001)
None (or less than $201)
6
AMG Yacktman Focused Fund Class N
$1,001 - $15,000
$201 - $1,000
7
Berkshire Hathaway Inc New CL B
$1,001 - $15,000
None (or less than $201)
8
Cohen and Steers Real Estate Securities Fund Class I
$15,001 - $50,000
$201 - $1,000
9
Danaher Corp
$15,001 - $50,000
None (or less than $201)
10
Eventide Gilead Fund
$50,001 - $100,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
CREF Stock
$500,001 - $1,000,000
None (or less than $201)
2
U.S. bank account (cash)
$50,001 - $100,000
None (or less than $201)
3
Nuveen High Yield Income Fund
$15,001 - $50,000
$1,001 - $2,500
4
SG Structured Products 00.000% 013026 DTD01311 FC042611 INC NTS B/E
None (or less than $1,001)
None (or less than $201)
5
13D Activist Fund Class I
$100,001 - $250,000
$5,001 - $15,000
6
AIG Focused Dividend Strategy Fund Class W
None (or less than $1,001)
None (or less than $201)
7
AMG Yacktman Focused Fund Class N
$100,001 - $250,000
$5,001 - $15,000
8
Berkshire Hathaway INC New Class B
$50,001 - $100,000
None (or less than $201)
9
Cohen and Steers Real Estate Securities Fund Class I
$15,001 - $50,000
$1,001 - $2,500
10
Danaher Corp
$100,001 - $250,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Invesco Solar ETF (TAN)
Purchase
11/09/2021
$1,001 - $15,000
2
Black Rock Strategic Income Opportunities
Sale
11/09/2021
$15,001 - $50,000
3
Brown Advisory Sustainable Growth Fund Advisor Class Shares (BAWAX)
Purchase
11/09/2021
$1,001 - $15,000
4
AMG Yackman Focused Fund, Class 1
Sale
11/09/2021
$1,001 - $15,000
5
Danaher Corp. (DHR)
Purchase
11/09/2021
$1,001 - $15,000
6
Nuveen High Yield Income Fund Class 1
Sale
11/09/2021
$1,001 - $15,000
7
Invesco Solar ETF
Purchase
11/09/2021
$1,001 - $15,000
8
AMG Yachtman focused Fund Class 1
Sale
11/09/2021
$1,001 - $15,000
9
Loomis Sayles Global Allocation Fund Class Y Shares (LSWWX)
Purchase
11/09/2021
$1,001 - $15,000
10
ARK Genomic Revolution ETF (ARKG)
Purchase
11/09/2021
$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
2
2
Entity ceased operating August 1, 2021.
5
22
Blackrock Global Allocation Fund Inc Institutional changed its name to Black Rock Global Allocation Fund Institutional.
5
24
Should have been $50,000-100,00 in 2020
5
25
Blackrock Strategic Income I - Black Rock Strategic Income I changed its name to Blackrock Strategic Income Opportunities.
6
3
f/k/a Nuveen Symphony Credit Opportunities, it changed its name to Nuveen High Yield Income Fund.
6
27
f/k/a Guggenheim S&P Global Water, it changed its name to Invesco Global Water ETF.
6
33
Should have been 50,000-100,000 in 2020
6
41
Ivy Science and Technology Fund changed to Delaware Science and Technology Fund

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