New Entrant Report

1

U.S. Office of Government Ethics; 5 C.F.R. part 2634

1

Form Approved: OMB No. (3209-0001) (March 2014)

Executive Branch Personnel
Public Financial Disclosure Report (OGE Form 278e)
Filer's Information
McNamee, Bernard L
Deputy General Counsel for Energy Policy, Department of Energy
Date of Appointment: 06/01/2017
Other Federal Government Positions Held During the Preceding 12 Months:
None

Electronic Signature- I certify that the statements I have made in this form are true, complete and correct to the best of my knowledge.

Is/ McNamee, Bernard L [electronically signed on 04/13/2017 by McNamee, Bernard Lin lntegrity.gov]
---~-·----··

Agency Ethics Official's Opinion- On the basis of information contained in this report, 1conclude that the filer is in compliance with applicable laws and regulations
(subject to any comments below).

Is/ Gordon, Wayne P., Certifying Official [electronically signed on 05/02/2017 by Gordon, Wayne P. in lntegrity.gov]

Other review conducted by

Is/ Gordon, Wayne P., Ethics Official [electronically signed on 05/02/2017 by Gordon, Wayne P. in lntegrity.gov]

U.S. Office of Government Ethics Certification

Data Revised 05/02/2017

 Data Revised 04/25/2017

Comments of Reviewing Officials (public annotations):

PART

#

REFERENCE

COMMENT

N/A

N/A

General

(05/02/2017, Gordon, Wayne P.): Senior, Non-Career SES

 ------------~--------

1. Filer's Positions Held Outside United States Government
ORGANIZATION NAME

CITY, STATE

ORGANIZATION
TYPE

POSITION HELD

FROM

TO

McGuireWoods LLP

Richmond,
Virginia

Law Firm

Senior Counsel

1/2016

Present

2

Office ofthe Attorney General of Texas

Austin, Texas

state
government

Chief of Staff

12/2014

12/2015

3

BSM Family Trust

Midlothian,
Virginia

Trust

Trustee
(uncompensate
d)

10/2005

Present

VALUE

INCOME TYPE

INCOME
AMOUNT

#

2. Filer's Employment Assets & Income and Retirement Accounts
#

DESCRIPTION

ElF

McGuireWoods LLP (law firm)

N/A

Salary/Bonus

$478,900

2

Office of the Attorney General of Texas

N/A

Salary

$12,229

3

T. Rowe Price Spectrum Growth Fund

Yes

$15,001 $50,000

$2,501 - $5,000

4

Commonwealth of Virginia, VRS defined
benefit plan

N/A

$50,001 $100,000

None (or less
than $201)

5

State of Texas Emgloyees RetirementSystem
ofTexas, defined enefit plan

N/A

$1,001-$15,000

None (or less
than $201)

6

Vanguard 500 Index Admiral Shares

Yes

$100,001 $250,000

$15,001 $50,000

7

U.S. Bank #1 Checking Account (cash)

No

$100,001 $250,000

Interest

$201 - $1,000

8

U.S. Bank #1 Savings Account (cash)

No

$100,001 $250,000

Interest

$201 - $1,000

9

U.S. Credit Union #1 Savings Account (cash)

No

$1,001-$15,000

None (or less
than $201)

 #

DESCRIPTION

ElF

VALUE

INCOME TYPE

INCOME
AMOUNT

10

Local Finance Solutions stock

No

$1,001-$15,000

Dividends

$1,001 - $2,500

11

T. Rowe Price Retirement 2030 Tr. A

Yes

$250,001 $500,000

$50,001 $100,000

12

Vanguard Institutional Index

Yes

$15,001 $50,000

$2,501 - $5,000

13

Dodge & Cox Stock Fund

Yes

$1,001 - $15,000

$1,001 - $2,500

14

Fidelity Diversified International K fund

Yes

$1,001 - $15,000

None (or less
than $201)

15

Fidelity Puritan K fund

Yes

$15,001$50,000

$1,001 - $2,500

EMPLOYER OR PARTY

CITY, STATE

STATUS AND TERMS

DATE

McGuireWoods LLP

Richmond,
Virginia

I will continue to hold the 401 (k) account. The
employer did not and will not make contributions.

2/2006

2

Hunton & Williams LLP

Richmond,
Virginia

I will continue to hold the 401 (k) account. The
employer did not and will not make contributions.

211998

3

State ofTexas

Austin, Texas

I will continue to hold this defined contribution plan,
but the plan sponsor no longer makes contributions.

11/2014

4

Commonwealth of Virginia

Richmond,
Virginia

I will continue to hold in this defined benefit plan.

2/1995

5

State of Texas Employees RetirementSystem
of Texas

Austin, Texas

I will continue to hold this defined benefit plan.

11/2014

3. Filer's Employment Agreements and Arrangements
#

4. Filer's Sources of Compensation Exceeding $5,000 in a Year
#

SOURCE NAME

CITY, STATE

BRIEF DESCRIPTION OF DUTIES

McGuireWoods LLP

Richmond,
Virginia

Provided legal representation and advice to the law firm's clients.

 #

SOURCE NAME

CITY, STATE

BRIEF DESCRIPTION OF DUTIES

2

Office of the Attorney General of Texas

Austin, Texas

Served as Chief of Staff in the Office of the Attorney General ofTexas.
Helped manage the office, staff and assist in development of legal
strategy and policy.

3

Dominion Resources, Inc.

Richmond,
Virginia

Legal Services

4

Direct Energy, Inc.

Houston, Texas

Legal Services

5

Novi Energy

Novi, Michigan

Legal Services

6

Nisource

Merrilville,
Indiana

Legal Services

5. Spouse's Employment Assets & Income and Retirement Accounts
#

INCOME TYPE

INCOME
AMOUNT

DESCRIPTION

ElF

VALUE

Fidelity Growth Strategies Fund

Yes

$1,001 . $15,000

$201 • $1,000

2

Fidelity N B Genesis R6

Yes

$50,001 .
$100,000

$5,001 • $15,000

3

U.S. Bank #2 checking account (cash)

No

None (or less
than $1,001)

None (or less
than $201)

4

U.S. Bank #2 checking account (cash)

No

None (or less
than $1,001)

None (or less
than $201)

DESCRIPTION

ElF

VALUE

Virginia 529 Chesapeake Plan/Age Based
Porfolio 2024

Yes

$15,001 •
$50,000

$2,501 . $5,000

Virginia Pre Paid Tuition

Yes

$15,001.
$50,000

None (or less
than $201)

6. Other Assets and Income
#

2

INCOME TYPE

INCOME
AMOUNT

 #

DESCRIPTION

ElF

VALUE

3

Sterling Capital Equity Fund

4

See Endnote

Yes

$50,001 $100,000

$1,001 - $2,500

Vanguard Index 500

See Endnote

Yes

$100,001$250,000

$5,001 - $15,000

5

Bank #1 Checking Account (cash)

See Endnote

No

$15,001$50,000

None (or less
than $201)

6

Bank# 1 Checking account (cash)

See Endnote

No

None (or less
than $1,001)

None (or less
than $201)

7

Sterling Capital Opportunities Fund

See Endnote

$15,001 $50,000

$2,501 - $5,000

8

Bank of America Corp. Note

See Endnote

No

$15,001 $50,000

$201 - $1,000

9

Bank #3 Money Market Account (cash)

See Endnote

No

$1,001 - $15,000

None (or less
than $201)

7. Transactions
(N/A)- Not required for this type of report

8. Liabilities
None

9. Gifts and Travel Reimbursements
(N/A)- Not required for this type of report

INCOME TYPE

INCOME
AMOUNT

 Endnotes
PART

#

ENDNOTE

6.

3

Held in BSM trust for benefit of dependent child.

6.

4

The Vanguard Index 500 account is held by the BSM Trust, of my minor son. I am a Trustee

6.

5

Held in the BSM trust for the benefit of dependent child.

6.

6

dependent child's checking account

6.

7

Held in BSM trust for the benefit of dependent child

6.

8

Held in BSM trust for the benefit of dependent child.

6.

9

Held in the BSM trust for the benefit of dependent child