Financial Disclosure Details - OGE Form 278e (03/28/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Cambridge, Massachusetts
Lecturer
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Harvard Law School
Salary
$80,000
2
Cash or cash equivalents held at Financial Institution 2
$50,001 - $100,000
None (or less than $201)
3
SSDSX - DWS Small Cap Growth
$15,001 - $50,000
None (or less than $201)
4
SNXFX - Schwab 1000 Index Fund
$100,001 - $250,000
None (or less than $201)
5
VSMAX - Vanguard Small Cap Index
$50,001 - $100,000
None (or less than $201)
6
Schwab US Large-Cap ETF (SCHX)
$15,001 - $50,000
Capital Gains Dividends
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cambridge, Massachusetts
Salary; I will continue this position during my government service.
7/2010

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
Aspen Institute
None (or less than $1,001)
Salary
2
Cash and cash equivalents held at Financial Institution 2
$100,001 - $250,000
Interest
None (or less than $201)
3
SSDSX - DWS Small Cap Growth
$1,001 - $15,000
None (or less than $201)
4
SNXFX - Schwab 1000 Index Fund
$250,001 - $500,000
None (or less than $201)
5
VSMAX - Vanguard Small Cap Index
$15,001 - $50,000
None (or less than $201)
6
SRBFX - Columbia Total Return Bond Fund
$15,001 - $50,000
None (or less than $201)
7
RTPIX - Profunds Rising Rates
$1,001 - $15,000
None (or less than $201)
8
VWIGX - Vanguard International Growth Fund
$50,001 - $100,000
None (or less than $201)
9
TIAA Traditional
$15,001 - $50,000
None (or less than $201)
10
TIAA AME 2030 Tar Ret R6
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Savings and checking accounts at Financial Institution 1
$250,001 - $500,000
Interest
$1,001 - $2,500
2
Cash or cash equivalents held in various accounts at Financial Institution 2
$250,001 - $500,000
Interest
$201 - $1,000
3
SNXFX - Schwab 1000 Fund held at various accounts at Financial Institution 2
$100,001 - $250,000
$1,001 - $2,500
4
SCHX -- Schwab US Large Cap ETF
$500,001 - $1,000,000
$2,501 - $5,000
5
Land in Accomack County Virginia
$100,001 - $250,000
None (or less than $201)
6
US Treasury Note 3.125% Due 08/2025
$100,001 - $250,000
Interest
$5,001 - $15,000
7
First Trust NASDAQGlobal Auto Index Fund (CARZ)
$15,001 - $50,000
$201 - $1,000
8
US Treasury Note 0.125% Inflation Index Due 01/15/31
$50,001 - $100,000
Interest
$201 - $1,000
9
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$250,001 - $500,000
$2,501 - $5,000
10
ABB Ltd (ABB)
$1,001 - $15,000
Dividends
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Schwab US Large-Cap ETF (SCHX)
Purchase
08/01/2022
$50,001 - $100,000
2
Schwab US Large-Cap ETF (SCHX)
Purchase
01/24/2022
$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
Nothing reported in this section

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