Financial Disclosure Details - OGE Form 278e (03/23/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President
9/2021
2
New York, New York
Member, Board of Trustees
4/2021
3
Washington, District of Columbia
Member, Board of Trustees
9/2021
4
Leuven, Belgium
Member, Management Committee, America Europe Fund
5/2021
5
Takoma Park, Maryland
Co-Trustee
Present
6
Takoma Park, Maryland
Co-Trustee
Present
7
Takoma Park, Maryland
Trustee
Present
8
Takoma Park, Maryland
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
German Marshall Fund of the United States
Salary and bonus
$423,159
2
Philadelphia Committee on Foreign Relations - - 02/04/21
Honorarium
$1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I continued to participate in the Fund's defined contribution plan until October 2021 but no further contributions were made after my separation. October 2021, I rolled out all of my funds from the defined contribution plan so I am no longer participating.
10/2001
2
Washington, District of Columbia
I did not receive any benefits or severance payments upon my separation although I was entitled to receive unpaid salary based on work I performed for the Fund prior to my separation.
10/2001

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
Robbins, Russell, Englert, Orseck, & Untereiner LLP (law firm)
Wages paid for work by the hour
2
Lawrence Robbins
consulting fees, Payment in 2021 from a former partner at Robbins Russell for referral and consulting work on a case
3
Robbins, Russell, Englert, Orseck and Untereiner, LLP 401k Plan
3.1
John Hancock Variable Insurance Trust -- 500 Index (JFIVX)
Over $1,000,000
None (or less than $201)
4
Robbins, Russell, Englert, Orseck & Untereiner LLP supplemental defined benefit plan (value not readily ascertainable) .
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Fidelity Govt Money Market Fund (SPAXX)
$1,000,001 - $5,000,000
None (or less than $201)
4
Asana Inc. (ASAN)
$1,001 - $15,000
None (or less than $201)
5
Axos Financial, Inc. (AX)
$15,001 - $50,000
None (or less than $201)
6
Bill.com Holdings, Inc. (BILL)
$15,001 - $50,000
None (or less than $201)
7
Boston Omaha Corporation (BOMN)
$15,001 - $50,000
None (or less than $201)
8
Celsius Holdings (CELH)
$50,001 - $100,000
9
Chewy, Inc. (CHWY)
$15,001 - $50,000
Capital Gains
$2,501 - $5,000
10
CVS Health Corp. (CVS)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Intellia Therapeutics, Inc. (NTLA)
Sale
11/05/2021
$15,001 - $50,000
2
Sprout Social (SPT)
Sale
11/05/2021
$15,001 - $50,000
3
Apple, Inc. (AAPL)
Sale
11/09/2021
$50,001 - $100,000
4
Upstart (UPST)
Sale
11/05/2021
$50,001 - $100,000
5
Inmode (INMD)
Sale
11/09/2021
$15,001 - $50,000
6
Okta, Inc. (OKTA)
Sale
11/09/2021
$50,001 - $100,000
7
eXp World Holdings, Inc. (EXPI)
Sale
11/09/2021
$100,001 - $250,000
8
Microsoft Corp. (MSFT)
Sale
11/09/2021
$50,001 - $100,000
9
MongoDB, Inc. (MDB)
Sale
11/09/2021
$100,001 - $250,000
10
NVIDIA Corp. (NVDA)
Sale
11/09/2021
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Fairway Independent Mortgage Corp.
$1,000,001 - $5,000,000
2020
30 years (refi)
2
Fidelity Rewards VISA card
$10,001 - $15,000
2021
revolving
3
Motley Fool Venture Fund
$100,001 - $250,000
2018
On demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
6
Holds Trust listed at line 6, Part 1
6
180
The 2021 distribution may be a return of capital; final K-1 has not yet been received.

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