Estimated Net Worth
- $964 K - $2.5 M
Salary
- Unknown
Employment
- Started 05/10/2021
Financial Disclosure Details - OGE Form 278e (05/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present | |
2 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Family Planning & Reproductive Health Association, 403(b) plan account | |||
1.1 | American Funds Growth & Income Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | BlackRock Global Allocation | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Delaware VIP Smid Cap Core Series | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity VIP Contrafund | $50,001 - $100,000 | None (or less than $201) | |
1.5 | PIMCO VIT Total Return Portfolio | $50,001 - $100,000 | None (or less than $201) | |
2 | Filer's rollover IRA | |||
2.1 | Invesco Balanced-Risk Allocation Fund - Class A (ABRZX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity Advisor Strategic Income Fund - Class A (FSTAX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Invesco S&P 500 Revenue ETF (RWL) | $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 continue to retain this 403(b) plan. The plan sponsor no longer makes contributions. | 7/2013 |
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 | GE HealthCare | Salary and Bonus | ||
2 | General Electric Co., defined benefit plan | $100,001 - $250,000 | None (or less than $201) | |
3 | General Electric Co., unvested restricted stock units | $250,001 - $500,000 | None (or less than $201) | |
4 | General Electric Co., vested stock options | $1,001 - $15,000 | None (or less than $201) | |
5 | General Electric Co., stock options (value not readily ascertainable): 312 vested shares, strike $200.72, exp. 09/2024 | None (or less than $201) | ||
6 | General Electric Co., stock options (value not readily ascertainable): 417 vested shares, strike $191.92, exp. 09/2025 | None (or less than $201) | ||
7 | General Electric Co., stock options (value not readily ascertainable): 104 vested shares, strike $227.76, exp. 09/2026 | None (or less than $201) | ||
8 | General Electric Co., stock options (value not readily ascertainable): 456 vested shares, strike $140.08, exp. 11/2027 | None (or less than $201) | ||
9 | General Electric Co., stock options (value not readily ascertainable): 1,301 vested shares, strike $108.24, exp. 03/2028 | None (or less than $201) | ||
10 | General Electric Co., stock options (value not readily ascertainable): 366 vested shares, strike $89.68, exp. 03/2030 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Fidelity Advisor 529 Plan (New Hampshire 529 College Savings Plan) account | |||
2.1 | Fidelity Advisor 529 Portfolio 2028 - Class A (FPFAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Revocable family trust (see Part 2, lines 2 - 3.5, and Part 5, lines 13 - 13.7 for underlying accounts and assets) | |||
4 | Irrevocable family trust #1 | |||
4.1 | RiverSource Life Insurance Co., variable life | |||
4.1.1 | Variable Portfolio - Moderately Aggressive Portfolio (Class 4) | $15,001 - $50,000 | None (or less than $201) | |
5 | Irrevocable family trust #2 | |||
5.1 | RiverSource Life Insurance Co., variable life | |||
5.1.1 | Variable Portfolio - Moderately Aggressive Portfolio (Class 4) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Filer's rollover IRA: Invesco International Growth Fund - Class A (AIIEX) | Sale | 03/29/2022 | $15,001 - $50,000 |
2 | Filer's rollover IRA: Invesco Macro Allocation Strategy Fund - Class A (GMSDX) | Sale | 03/29/2022 | $1,001 - $15,000 |
3 | Filer's rollover IRA: iShares MSCI EAFE Min Vol Factor ETF (EFAV) | Sale | 03/29/2022 | $1,001 - $15,000 |
4 | Filer's rollover IRA: Invesco S&P 500 Revenue ETF (RWL) | Purchase | 03/30/2022 | $15,001 - $50,000 |
5 | Filer's rollover IRA: Vanguard Consumer Staples ETF (VDC) | Purchase | 03/30/2022 | $15,001 - $50,000 |
6 | Filer's Roth IRA: SPDR Dow Jones Industrial Average ETF Trust (DIA) | Purchase | 03/30/2022 | $15,001 - $50,000 |
7 | Filer's Roth IRA: Vanguard Intermediate-Term Bond ETF (BIV) | Purchase | 03/30/2022 | $15,001 - $50,000 |
8 | Filer's Roth IRA: Fidelity Advisor Mid Cap II Fund - Class A (FIIAX) | Sale | 03/30/2022 | $15,001 - $50,000 |
9 | Filer's Roth IRA: Fidelity Advisor New Insights Fund - Class A (FNIAX) | Sale | 03/30/2022 | $15,001 - $50,000 |
10 | Filer's Roth IRA: Fidelity Advisor Asset Manager 60% - Class A (FSAAX) | Sale | 03/30/2022 | $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 | This IRA and its underlying assets were previously reported in Part 6. MS. |
2 | 3 | This IRA and its underlying assets were previously reported in Part 6. MS. |
5 | 13 | This IRA and its underlying assets were previously reported in Part 6. MS. |
5 | 13.6 | This fund was inadvertently not reported in previous OGE Form 278e's (Executive Branch Personnel Public Financial Disclosure Reports). C.F.R. § 2640.102(a), (k) and is eligible for the mutual fund exemption at 5 C.F.R. § 2640.201(a) for any financial interest arising from the underlying assets of the fund. Therefore, no conflicts of interest under 18 U.S.C. § 208. MS. |
7 | 12 | Inadvertently not timely reported in an OGE Form 278-T (Periodic Transaction Report). The filer has requested a waiver of the late filing fee pursuant to 5 U.S.C. § 13106(d)(2) and 5 C.F.R. § 2634.704(b). MS. |
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