Estimated Net Worth
- $607 K - $2.8 M
Salary
- Unknown
Records
- OGE Form 278t (06/05/2024)
- OGE Form 278e (05/03/2024)
- OGE Form 278t (05/03/2024)
- OGE Form 278t (04/03/2024)
- OGE Form 278t (03/05/2024)
- OGE Form 278t (02/02/2024)
- OGE Form 278t (01/02/2024)
- OGE Form 278t (12/04/2023)
- OGE Form 278t (11/08/2023)
- OGE Form 278t (10/05/2023)
- OGE Form 278t (09/18/2023)
- OGE Form 278t (08/02/2023)
- OGE Form 278t (06/05/2023)
- OGE Form 278t (05/03/2023)
- OGE Form 278e (04/04/2023)
- OGE Form 278t (04/04/2023)
- OGE Form 278t (03/03/2023)
- OGE Form 278t (02/06/2023)
- OGE Form 278t (01/09/2023)
- OGE Form 278t (12/02/2022)
- OGE Form 278t (11/03/2022)
- OGE Form 278e (09/29/2022)
Financial Disclosure Details - OGE Form 278e (05/03/2024)
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 | Carnegie Endowment for International Peace, defined contribution plan: | |||
1.1 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | T Rowe Price Retirement 2050 Fund (TRRMX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #1 | cash distributions | $45,000 | |
2.1 | Athene Holding Ltd. (ATH.PrB) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Axis Capital Holdings Ltd. (AXS.PRE) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Ford Motor (FPRC), note | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Altria Group (MO) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | AT&T (T) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | The Carnegie Endowment for International Peace | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2019 |
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 | Urban Compass Inc. | Fees for real estate agent services. | ||
2 | TIAA-CREF Lifecycle 2045 Fund Retirement Class Shares (TTFRX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank Account #1 (Cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | US Bank Account #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Bitcoin (Coinbase) | $1,001 - $15,000 | None (or less than $201) | |
4 | DC College Savings Plan | |||
4.1 | 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4.2 | 2037 Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Tractor Supply Co. (TSCO) | Purchase | 01/03/2023 | $1,001 - $15,000 |
2 | Marsh & McLennan Cos., Inc. (MMC) | Purchase | 02/01/2023 | $1,001 - $15,000 |
3 | NextEra Energy, Inc. (NEE) | Purchase | 02/10/2023 | $1,001 - $15,000 |
4 | Zoetis, Inc. (ZTS) | Sale | 02/22/2023 | $1,001 - $15,000 |
5 | Eli Lilly & Co. (LLY) | Purchase | 03/01/2023 | $1,001 - $15,000 |
6 | 3M Co. (MMM) | Sale | 03/23/2023 | $1,001 - $15,000 |
7 | General Dynamics Corp. (GD) | Purchase | 03/23/2023 | $1,001 - $15,000 |
8 | Cisco Systems, Inc. (CSCO) | Purchase | 03/23/2023 | $1,001 - $15,000 |
9 | Comcast Corp. (CMCSA) | Purchase | 03/23/2023 | $1,001 - $15,000 |
10 | Dow, Inc. (DOW) | Purchase | 03/24/2023 | $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 |
|---|---|---|
2 | 2.19 | On 3/18/24, Cisco acquired Splunk and Splunk stock ceased trading on NASDAQ prior to opening of trading that day. As a result, a sale of the Splunk stock occurred on 3/18/24 and it was reported on a 278-T report. |
7 | 13 | This asset (which was held in the IRA) was not reported on the prior annual report filed in 2023 (for reporting period covering 2022) because the value was less than $1,000 as of 12/31/22. In 2023, the value increased above $1,000 due to market fluctuations, and then the asset was sold-off in this 2023 transaction. |
7 | 14 | This asset (which was held in the IRA) was not reported on the prior annual report filed in 2023 (for reporting period covering 2022) because the value was less than $1,000 as of 12/31/22. In 2023, the value increased above $1,000 due to market fluctuations, and then the asset was sold-off in this 2023 transaction. |
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