Financial Disclosure Details - OGE Form 278e (04/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
KPTN Alliance
Arlington, Virginia
Co-Founder
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

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
ManTech International (Consulting/IT/technology services for national security enterprise)
salary, bonus
2
401K Mantech
2.1
401k: FID Contrafund Pool
$15,001 - $50,000
None (or less than $201)
2.2
401k: Fidelity Diversified International
$15,001 - $50,000
None (or less than $201)
2.3
401k: Metwest ToT RTN BD P
$15,001 - $50,000
None (or less than $201)
2.4
401k: VANG TOT BD MKT INST
$15,001 - $50,000
None (or less than $201)
2.5
401k: Vanguard Inst Index
$15,001 - $50,000
None (or less than $201)
3
IRA #1
3.1
IRA: Fidelity Cash Sweep Account
None (or less than $1,001)
None (or less than $201)
3.2
IRA: Fidelity Growth Company
$100,001 - $250,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
2
U.S. bank #2 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
3
Rental Property, Arlington, VA
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
4
Fidelity Total Market Index Fund
$500,001 - $1,000,000
$5,001 - $15,000
5
Fidelity Blue Chip Growth Fund (FBGRX)
$50,001 - $100,000
None (or less than $201)
6
U.S. Treasury I Bonds
$15,001 - $50,000
Interest
$1,001 - $2,500
7
U.S. Treasury I Bonds
$15,001 - $50,000
Interest
$1,001 - $2,500
8
U.S. bank #3 (cash)
$15,001 - $50,000
None (or less than $201)
9
U.S. bank #4 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
IRA: Berkshire Hathaway Stock
Sale
09/30/2022
$100,001 - $250,000
2
Fidelity Total Market Index Fund (FSKAX)
Purchase
09/30/2022
$100,001 - $250,000
3
Berkshire Hathaway Inc. (BRKB)
Sale
09/30/2022
$50,001 - $100,000
4
Fidelity Total Market Index Fund (FSKAX)
Purchase
09/30/2022
$50,001 - $100,000
5
ManTech International Corp. (MANT) Stock Options Exercised
Purchase
09/15/2022
$15,001 - $50,000
6
ManTech International Corp. (MANT) Stock Options Sold
Sale
09/15/2022
$15,001 - $50,000
7
ManTech International Corp. (MANT) Stock Options Exercised
Purchase
03/01/2022
$50,001 - $100,000
8
ManTech International Corp. (MANT) Stock Options Sold
Sale
03/01/2022
$50,001 - $100,000
9
ManTech International Corp. (MANT) Stock Options Exercised
Purchase
03/15/2022
$100,001 - $250,000
10
ManTech International Corp. (MANT) Stock Options Sold
Sale
03/15/2022
$100,001 - $250,000

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
7
1
Sold all 750 IRA account shares of BRK.B, consistent with WH divestiture policy.
7
3
Sold all 230 shares of BRK.B consistent with WH divestiture policy.
7
6
Exercised & sold options for 250 shares of stock at $96. Company was acquired by Carlyle Group on September 15, 2022. ManTech International is no longer publicly traded.
7
7
Stock Options Exercised, purchase reflects gross value
7
8
exercised/sold options for 750 shares of stock at $84.75
7
10
Exercised/sold option for 2000 shares of stock at $94.25

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