Financial Disclosure Details - OGE Form 278e (07/21/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Lyon, Outside U.S.
Executive Director Legal Affairs/General Counsel
2/2024

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA: Janus Henderson Research Fund Class T
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Law Firm (Solo Legal Practice)
$500,001 - $1,000,000
Legal Fees
2
IRA: Fidelity Latin America Fund
$15,001 - $50,000
None (or less than $201)
3
IRA: Fidelity Growth Company Fund
$500,001 - $1,000,000
None (or less than $201)
4
IRA: Fidelity Magellan Fund
$50,001 - $100,000
None (or less than $201)
5
IRA: Janus Henderson Forty Fund Class T
$250,001 - $500,000
None (or less than $201)
6
IRA/401k: Fidelity OTC Portfolio Fund
$250,001 - $500,000
None (or less than $201)
7
401k: T Rowe Price Blue Chip Growth Trust Fund Class T2
$250,001 - $500,000
None (or less than $201)
8
401k: Fidelity 500 Index Institutional Fund
$100,001 - $250,000
None (or less than $201)
9
401k: Fidelity Extended Market Index Fund
$50,001 - $100,000
None (or less than $201)
10
401k: Loomis Sayles Small Cap Growth Fund Institutional Class
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
529: VA CollegeAmerica 529 Savings Plan
Cash Distributions
$42,130
2
529: American Funds Washington Mutual Investors Fund
$50,001 - $100,000
$15,001 - $50,000
3
529: American Funds The Investment Company of America
$50,001 - $100,000
$2,501 - $5,000
4
529: American Funds The Growth Fund of America
$100,001 - $250,000
None (or less than $201)
5
529: American Funds Fundamental Investors
$50,001 - $100,000
$2,501 - $5,000
6
U.S. Bank Account (Cash)
$500,001 - $1,000,000
Interest
$5,001 - $15,000
7
LCL Bank et Assurance (Cash)
$1,001 - $15,000
Interest
None (or less than $201)
8
IRA: Fidelity Select Semiconductors Portfolio Fund
$1,001 - $15,000
None (or less than $201)
9
IRA: Fidelity Government Money Market Fund
$1,001 - $15,000
None (or less than $201)
10
IRA: Fidelity Select Technology Fund
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
529: American Funds Fundamental Investors
Sale
08/02/2023
$1,001 - $15,000
2
529: American Funds Washington Mutual Investors Fund
Sale
08/02/2023
$15,001 - $50,000
3
529: American Funds The Investment Company of America
Sale
08/02/2023
$1,001 - $15,000
4
401k: Hartford Mid Cap Fund Class R6
Sale
10/06/2023
$15,001 - $50,000
5
401k: Fidelity Extended Market Index Fund
Purchase
10/06/2023
$15,001 - $50,000
6
401k: Fidelity Government Cash Reserves
Purchase
10/10/2023
$15,001 - $50,000
7
401k: Vulcan Value Partners Small Cap Fund Institutional Class
Sale
12/08/2023
$250,001 - $500,000
8
401k: American Century Small Cap Value Fund Class R6
Purchase
12/08/2023
$250,001 - $500,000
9
529: American Funds The Growth Fund of America
Purchase
12/28/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Central Loan Administration & Reporting
$250,001 - $500,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
in Lyon, France. In 2020, my detail was extended to March 2021, to conclude on 28 February 2022. In February 2022, my secondment/detail was extended through February 2024, and I was promoted at INTERPOL to the position of Executive Director Legal Affairs. remained employed by the US Department of Justice. On February 28, 2024, I concluded my detail/secondment to INTERPOL and returned to my previous position with the US Department of Justice, Criminal Division.
1
1
On 28 February 2024, I concluded my secondment/detail to INTERPOL as Executive Director Legal Affairs/General Counsel from the U.S. Department of Justice.
8
1
Mortgage on property used in spouse's law firm.

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