1

Indianapolis, Indiana

Director

5/2022

2

East Lansing, Michigan

Professor

Present

3

Minneapolis, Minnesota

Opportunity and Inclusive Growth Institute Advisory Board Member

5/2022

4

Grand Rapids, Michigan

Member, Board of Directors

5/2022

5

WASHINGTON, District of Columbia

Deputy Director, Agency Review Team

1/2021

6

Nashville, Tennessee

Member, Executive Committee

5/2022

7

London UK, Outside U.S.

Trustee

5/2022

8

LaCrosse, Wisconsin

Trustee

5/2022

9

ANN ARBOR, Michigan

Chair, National Council

5/2022

10

New York City, New York

Vice-Chair, Board of Directors

5/2022

1

Federal Home Loan Bank of Indianapolis

Director's Fee

$12,600

2

Michigan State University

Salary + Deferred Salary

$22,242

3

Federal Reserve Bank of Minneapolis

Fees for Advisory Board of Opportunity and Inclusive Growth Institute activities

$5,000

4

Teachers Retirement System of GA, defined benefit plan (beneficiary)

Retirement Payments (monthly)

$256

5

Employees Retirement System of GA, defined benefit plan (beneficiary)

Retirement Payments (monthly)

$540

6

Michigan State University

6.1

Fidelity 403b

6.1.1

VANG INST TR 2030

$500,001 - $1,000,000

None (or less than $201)

6.2

TIAA 403b

6.2.1

Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX)

$1,001 - $15,000

None (or less than $201)

1

East Lansing, Michigan

Currently taking three year unpaid leave of absence from the University, which may be extended.

12/2021

2

Atlanta, Georgia

I will continue to participate in this defined benefit plan.

9/1986

3

Atlanta, Georgia

I will continue to participate in this defined benefit plan.

12/1998

4

East Lansing, Michigan

I will continue to participate in these defined contribution plans. The plans' sponsor ceased making contributions upon my leave of absence.

8/2006

5

CAMBRIDGE, Massachusetts

I will continue to participate in this 457b plan, but the employer ceased making contributions upon my separation.

8/1997

6

CAMBRIDGE, Massachusetts

I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions after my separation.

3/2020

7

Cambridge, Massachusetts

I will continue to participate in the 403b plan, but the employer ceased making contributions upon my separation.

8/1997

8

East Lansing, Michigan

I will receive a deferred salary payment from the University, which was announced for all non-union faculty prior to the start of my leave of absence. I also anticipate receiving a refund of my health savings account balance.

5/2022

1

Indianapolis, Indiana

Director

2

East Lansing, Michigan

Professor

3

Minneapolis, Minnesota

OIGI Advisory Board member; term ended in 2022

4

CAMBRIDGE, Massachusetts

NSF research grant administered through NBER and honorarium

5

Atlanta, Georgia

Educational consulting

6

WASHINGTON, District of Columbia

For service on the Regenerative Crisis Response Committee; funding from the Hewlett Foundation

7

Databricks/The Lavin Agency

San Francisco, California

Honorarium for talk to employees at Databricks; payment was made to agency that represented me

8

Washington, District of Columbia

Research paper, 2021

9

National Center for Women in Technology

Virtual

Keynote speech, 2021

1

U.S. Brokerage account

1.1

ISHARES S&P MIDCAP 400 INDEX FUND

$15,001 - $50,000

$2,501 - $5,000

1.2

ALPHACENTRIC INCOME OPPORTUNITIES CL I

$1,001 - $15,000

$201 - $1,000

1.3

LORD ABBETT INTERMED TAX FREE CLASS I

$1,001 - $15,000

None (or less than $201)

1.4

LORD ABBETT SHORT DURATION INCOME CL I

$1,001 - $15,000

None (or less than $201)

1.5

BLACKROCK EMERGING MARKETS FD INC INSL

$1,001 - $15,000

None (or less than $201)

1.6

MORGAN STANLEY INTL ADVANTAGE CL I

$1,001 - $15,000

None (or less than $201)

1.7

T ROWE PRICE GLOBAL MULTI SECTOR BOND I

$1,001 - $15,000

None (or less than $201)

1.8

PGIM ETF TR ULTRA SHORT

$1,001 - $15,000

None (or less than $201)

1.9

U.S. brokerage sweep account

$1,001 - $15,000

None (or less than $201)

1

Bank Fund Staff Federal Credit Union

$250,001 - $500,000

2021

15 years

2

Bank Fund Staff Federal Credit Union

$500,001 - $1,000,000

2021

30 years

3

Members First Mortgage

$100,001 - $250,000

2021

30 years

Filer's Information

2

Resigned 5/22 per Ethics Agreement

Filer's Information

3

Resigned 5/22 per Ethics Agreement.

1

2

Leave of Absence from MSU per Ethics Agreement. Leave of Absence began 5/16/22. As part of my MSU employment, I was also the Director of the American Economic Association Summer Program from 2/2018- 1/2021.

1

4

Rende Progress Capital is a Michigan Community Development Financial Institution (CDFI). The title of this position was listed on prior reports as “Director.” “Member, Board of Directors” is the accurate title.

1

13

The Committee's work is supported by the Hewlett Foundation.

1

15

This position was inadvertently omitted from my prior nominee report.

2

2

I believe that a small portion of this amount may be some of the deferred salary and/or health savings account anticipated payment reported in line 16. I am working to get clarification from the University.

3

1

My prior report incorrectly stated that the length of the initial term of my leave of absence was two years, not three.

6

1.10

First Trust Rising Dividend Achievers ETF