Financial Disclosure Details - OGE Form 278e (05/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington
Counsel
7/2021
2
Washington, District of Columbia
DHS Agency Review Team Lead (Volunteer)
2/2021
3
Washington, District of Columbia
Adjunct Professor
7/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
America's Voice - 401K
1.1
Vanguard Instl Target Retirment 2045
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard Instl Target Retirment 2040
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor has not made contributions since my separation on 12/2020.
4/2019

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
Potomac Law Group, PLLC (Law Firm)
salary
2
Quarles & Brady, LLP - 401K
2.1
Vanguard Target Retirement 2040
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$1,000,001 - $5,000,000
Interest
$201 - $1,000
2
U.S. bank account #2 (cash)
$50,001 - $100,000
None (or less than $201)
3
Family Trust 1
3.1
Residential Real Estate, Washington, DC
Over $1,000,000
Rent or Royalties
$50,001 - $100,000
3.2
Northern Funds US Government Money Market Fund (NOGXX)
$500,001 - $1,000,000
None (or less than $201)
3.3
Amgen Inc. (AMGN)
$100,001 - $250,000
Dividends
$5,001 - $15,000
3.4
Apple, Inc. (AAPL)
$250,001 - $500,000
Capital Gains Dividends
$5,001 - $15,000
3.5
Boeing Co (BA)
$100,001 - $250,000
None (or less than $201)
3.6
Caterpillar, Inc. (CAT)
$100,001 - $250,000
Dividends
$201 - $1,000
3.7
Citigroup, Inc. (C)
$100,001 - $250,000
Capital Gains Dividends
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
salesforce.com, inc. (CRM)
Sale
08/24/2021
$1,001 - $15,000
2
Organon & Co. (OGN)
Sale
09/09/2021
$1,001 - $15,000
3
salesforce.com, inc. (CRM)
Sale
08/24/2021
$1,001 - $15,000
4
Organon & Co. (OGN)
Sale
09/09/2021
$1,001 - $15,000
5
Cisco Systems, Inc. (CSCO)
Sale
09/03/2021
$50,001 - $100,000
6
Amgen Inc. (AMGN)
Purchase
09/09/2021
$50,001 - $100,000
7
Amgen Inc. (AMGN)
Purchase
09/09/2021
$50,001 - $100,000
8
Amgen Inc. (AMGN)
Purchase
09/02/2021
$50,001 - $100,000
9
salesforce.com, inc. (CRM)
Sale
09/23/2021
$250,001 - $500,000
10
Gilead Sciences, Inc. (GILD)
Sale
09/23/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mohela
$10,001 - $15,000
2001
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
On leave from position during 2021, no income received.
1
3
On leave from position during 2021, no income received.

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