Financial Disclosure Details - OGE Form 278e (06/12/2022)

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
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
Georgetown Day School (Education)
salary
2
TIAA/CREF Account
2.1
TIAA Traditional
$15,001 - $50,000
$201 - $1,000
2.2
CREF Stock R2 (QCSTPX)
$1,001 - $15,000
None (or less than $201)
2.3
CREF Growth R2
$1,001 - $15,000
None (or less than $201)
2.4
CREF Global Equities R2
$1,001 - $15,000
None (or less than $201)
3
Trinity Washington University
salary

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account #1 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
2
AK (John Hancock 529 Account) College Savings Plan, Portfolio 2021-2024 A (JEYAX)
$250,001 - $500,000
None (or less than $201)
3
AK (John Hancock 529 Account) College Savings Plan, Portfolio 2017-2020 A (JESAX)
$100,001 - $250,000
None (or less than $201)
4
InvenTrust Properties REIT
$1,001 - $15,000
$201 - $1,000
5
John Hancock Venture Vantage (JHAM Global Diversification) (variable annuity)
5.1
John Hancock Multimanager Lifestyle Growth Portfolio fund
$50,001 - $100,000
None (or less than $201)
5.2
John Hancock Money Market fund
None (or less than $1,001)
None (or less than $201)
6
Industrial Logistics Properties Trust (ILPT) (REIT)
$1,001 - $15,000
None (or less than $201)
7
U.S. Energy Development Corporation Genesis Drilling Program III LP
$15,001 - $50,000
Rent or Royalties
$1,001 - $2,500
8
CNL Healthcare PPTYS Inc. (REIT)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Invesco Multi Asset Income FD CL A (PIAFX)
Sale
04/20/2021
$15,001 - $50,000
2
TIAA-CREF Lifecycle 2030 Retirement (TCLNX)
Sale
10/12/2021
$250,001 - $500,000
3
TIAA Real Estate (QREARX)
Sale
10/12/2021
$1,001 - $15,000
4
CREF Bond Market R2 (QCBMPX)
Sale
10/12/2021
$1,001 - $15,000
5
CREF Stock R2 (QCSTPX)
Sale
10/12/2021
$50,001 - $100,000
6
CREF Growth R2
Purchase
10/12/2021
$1,001 - $15,000
7
CREF Global Equities R2
Purchase
10/12/2021
$1,001 - $15,000
8
Index Performance Strategy 3-year Term - S&P 500 Index
Purchase
11/05/2021
$250,001 - $500,000
9
iShares US Medical Devices ETF (IHI)
Sale
01/19/2021
$1,001 - $15,000
10
iShares Edge MSCI USA Quality Factor ETF (QUAL)
Sale
01/19/2021
$1,001 - $15,000

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
Nothing reported in this section

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