Financial Disclosure Details - OGE Form 278e (05/13/2023)

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
DFA US Large Company
$15,001 - $50,000
None (or less than $201)
2
iShares iBonds Dec 2022 Corporate
None (or less than $1,001)
None (or less than $201)
3
DFA US Small Cap
$15,001 - $50,000
None (or less than $201)
4
DFA US Large Cap Growth Instl
$15,001 - $50,000
None (or less than $201)
5
DFA International Small Company I
$1,001 - $15,000
None (or less than $201)
6
DFA US Micro Cap
$15,001 - $50,000
None (or less than $201)
7
DFA US Large Cap Value
$15,001 - $50,000
None (or less than $201)
8
DFA International Core Equity
$1,001 - $15,000
None (or less than $201)
9
U.S. Brokerage Investment Account (Cash)
$1,001 - $15,000
None (or less than $201)
10
Lockheed Martin, defined benefit plan (Value not readily ascertainable. Eligible for retirement benefit at age 65, payable at $370.73 per month)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Bethesda, Maryland
I will continue to participate in this defined benefit plan. I am eligible for this retirement benefit at age 65, payable at $370.73 per month.
4/1989

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
Microsoft Corporation, Inc.
salary, bonus
2
Microsoft Stock Restricted Stock Grants
$100,001 - $250,000
Capital Gains Dividends
None (or less than $201)
3
U.S. Brokerage Investment Account (Cash)
$50,001 - $100,000
None (or less than $201)
4
Microsoft 401(k) Plan
4.1
Fidelity Contra Fund
$100,001 - $250,000
None (or less than $201)
4.2
Blackrock BTC Life Path 2030 Target Date Fund
$500,001 - $1,000,000
None (or less than $201)
4.3
Vanguard Short-Term Bond Fund
$50,001 - $100,000
None (or less than $201)
4.4
Microsoft Corp Stock (Held in 401(k)
$1,001 - $15,000
None (or less than $201)
4.5
DFA SM/MD Cap Value
$15,001 - $50,000
None (or less than $201)
4.6
Vanguard Russell 1000 Value Index TR
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Rental Unit - (Part of Filer's Residence)- Washington, DC
$1,000,001 - $5,000,000
Rent or Royalties
$15,001 - $50,000
2
Universal Life Insurance with Protective Life Insurance Company - Variable
2.1
US investment Account (Cash)
$15,001 - $50,000
None (or less than $201)
3
Universal Life Insurance with Protective Life Insurance Company - Variable
3.1
US investment Account (Cash)
$15,001 - $50,000
None (or less than $201)
4
Investment Accounts - Spouse
4.1
Vanguard Total Stock Market ETF
$50,001 - $100,000
$201 - $1,000
4.2
Vanguard Small Cap Value ETF
$15,001 - $50,000
$201 - $1,000
4.3
Vanguard Small Cap Growth ETF
$15,001 - $50,000
None (or less than $201)
4.4
Vanguard FTSE Developed Markets ETF
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
06/28/2022
$15,001 - $50,000
2
AdvisorShares Vice ETF (ACT)
Sale
06/23/2022
$1,001 - $15,000
3
Roundhill Sports Betting & iGaming ETF / BETZ
Sale
06/23/2022
$1,001 - $15,000
4
AdvisorShares Pure Cannabis ETF (YOLO)
Sale
06/23/2022
$1,001 - $15,000
5
Cambria Cannabis ETF (TOKE)
Sale
06/23/2022
$1,001 - $15,000
6
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
Sale
06/23/2022
$1,001 - $15,000
7
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Purchase
06/23/2022
$1,001 - $15,000
8
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS)
Purchase
06/23/2022
$1,001 - $15,000
9
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)
Purchase
06/23/2022
$1,001 - $15,000
10
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
Purchase
06/23/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr Cooper - 1st Mortgage
$250,001 - $500,000
2014
30 year
2
Sandy Spring Bank - HELOC
$100,001 - $250,000
2022
HELOC

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
3
1
Formerly DBA Comsat Corporation
6
1
Residential Rental Unit (part of filer’s residence), Washington, DC. The total value of the property was provided.
6
6
Private Placement investment
6
7
Filer/Spouse are not active participants in day to day operations; capital contribution only, no income

Do you have information about Judith Pryor that is missing from this database?

Drop us a line at [email protected].