Financial Disclosure Details - OGE Form 278e (06/14/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Center for Democracy & Technology (uncompensated)
Washington, District of Columbia
Board Member
Present
2
Washington, District of Columbia
Partner
Present
3
MLex (uncompensated)
San Francisco, California
Advisory Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Boies Schiller Flexner 401k
1.1
- Fidelity Freedom 2055
$100,001 - $250,000
None (or less than $201)
2
Traditional IRA Account
2.1
Vanguard Growth Index Fund Admiral Shares
$250,001 - $500,000
None (or less than $201)
2.2
Vanguard Total Stock Market Index Fund Admiral Shares
$50,001 - $100,000
None (or less than $201)
2.3
Vanguard Treasury Money Market Fund Investor Shares (VUSXX)
$100,001 - $250,000
None (or less than $201)
2.4
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,001 - $15,000
None (or less than $201)
3
Roth IRA Account
3.1
Vanguard U.S. Growth Fund Admiral Shares
$100,001 - $250,000
None (or less than $201)
3.2
Vanguard Treasury Money Market Fund Investor Shares (VUSXX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
As a partner in the law firm, I will continue to participate in the firm's life insurance, disability insurance, capital contribution, defined benefit, and 401k and profit sharing plans. I will also continue to have an office at the firm and to receive administrative and personnel support from the firm. Lastly, I anticipate receiving an annual bonus in January of every year that I continue in the partnership.
1/2019
2
Washington, District of Columbia
I will continue to participate in the firm’s 401K plan, but the firm does not make any additional contributions to my account.
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
George Washington University, School of Engineering and Applied Science (Higher education)
salary
2
George Washington University 403(B) Account
2.1
Vanguard Institutional Index
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard Institutional Growth Admiral
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity Contrafund K
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Federal Money Market
$50,001 - $100,000
None (or less than $201)
3
George Washington University 457B Account
3.1
TLXIX TIAA-CREF Lifecycle Index 2045 Instl Fund
$50,001 - $100,000
None (or less than $201)
4
Traditional IRA Account
4.1
Vanguard LifeStrategy Growth Fund Investor Shares (VASGX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 account (cash)
$50,001 - $100,000
Interest
$1,001 - $2,500
2
Virginia College Savings Plan
2.1
ESG Core Equity
$50,001 - $100,000
$2,501 - $5,000
3
U.S Investment Account
3.1
ARK Genomic Revolution ETF (ARKG)
$50,001 - $100,000
None (or less than $201)
3.2
First Trust NASDAQ Cybersecurity ETF (CIBR)
$50,001 - $100,000
$5,001 - $15,000
3.3
Invesco QQQ Trust, Series 1 (QQQ)
$100,001 - $250,000
$15,001 - $50,000
3.4
iShares Short-Term National Muni Bond ETF (SUB)
$100,001 - $250,000
None (or less than $201)
3.5
RoboGlobal Artificial Intelligence ETF
$100,001 - $250,000
$5,001 - $15,000
3.6
USGlobal Jets ETF (JETS)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Lightspeed Fund
Purchase
01/01/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Utah Higher Education Assistance Authority
$15,001 - $50,000
2004
25

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
12
Changes made at direction of filer.
7
1
Added at direction of filer.

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