Financial Disclosure Details - OGE Form 278e (04/26/2022)

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
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
$100,001 - $250,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
VTTVX
$500,001 - $1,000,000
$5,001 - $15,000
2
American Funds Cap Wld G&I R2
$50,001 - $100,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
MD Pre-Paid College Savings Plan Roger Richardson
$15,001 - $50,000
None (or less than $201)
2
Dow Chemical Employees Credit Union
$500,001 - $1,000,000
Interest
$1,001 - $2,500
3
HUD Federal Credit Union
$15,001 - $50,000
Interest
$201 - $1,000
4
Vanguard Intermediate-Term Treasury
$15,001 - $50,000
$1,001 - $2,500
5
Vanguard Intermediate-Term Treasury
$15,001 - $50,000
$1,001 - $2,500
6
Vanguard Intermediate-Term Treasury
$15,001 - $50,000
$1,001 - $2,500
7
DC 529 Principal Protected Portfolio - Katherine Richardson
$15,001 - $50,000
$201 - $1,000
8
DC 529 Principal Protected Portfolio - Roger Richardson
$15,001 - $50,000
$201 - $1,000
9
DC 529 Principal Protected Portfolio - Megan Richardson
$15,001 - $50,000
$201 - $1,000
10
DC 529 Principal Protected Portfolio - Katherine
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Move funds from VMFXX to VTTVX
Exchange
04/26/2022
$500,001 - $1,000,000

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
4
UTMA - Megan Purchased 12/15
6
5
UTMA - Katherine Purchased 12/15
6
6
UTMA - Roger Purchased 12/15
6
15
Academic scholarship

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