Financial Disclosure Details - OGE Form 278e (05/11/2024)

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
IRA
1.1
(SSO) Proshares Ultra S&P 500
$1,001 - $15,000
None (or less than $201)
1.2
(VT) Vanguard International Equity Index Fund ETF
$50,001 - $100,000
None (or less than $201)
1.3
(PSSR) Passur Aerospace Inc.
$1,001 - $15,000
None (or less than $201)
1.4
Invesco China Technology ETF (CQQQ)
$15,001 - $50,000
None (or less than $201)
1.5
Cash sweep account
$15,001 - $50,000
None (or less than $201)
1.6
IAC/InterActiveCorp. (IAC)
$1,001 - $15,000
None (or less than $201)
1.7
iShares Expanded Tech-Software ETF (IGV)
$15,001 - $50,000
None (or less than $201)
2
Roth IRA
2.1
(FDRXX) Fidelity Government Cash Reserves
$15,001 - $50,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
(SPAXX) Fidelity Government Money Market Fund
$100,001 - $250,000
$1,001 - $2,500
2
(QQQ) PowerShares QQQ Trust, Series 1
$250,001 - $500,000
$5,001 - $15,000
3
(SPY) SPDR S&P 500
$100,001 - $250,000
$1,001 - $2,500
4
(TJX) TJX Cos Inc
$15,001 - $50,000
Dividends
$201 - $1,000
5
US bank account (cash)
$1,001 - $15,000
None (or less than $201)
6
iShares US Home Construction ETF (ITB)
$15,001 - $50,000
$201 - $1,000
7
VanEck Vectors Video Gaming and eSports ETF (ESPO)
$15,001 - $50,000
$201 - $1,000
8
Vanguard Total World Stock Index Fund ETF Class Shares (VT)
$100,001 - $250,000
$2,501 - $5,000
9
WisdomTree Cloud Computing Fund (WCLD)
$15,001 - $50,000
None (or less than $201)
10
iShares US Real Estate ETF (IYR)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
SPDR Dow Jones Industrial Average ETF Trust (DIA)
Purchase
07/25/2023
$100,001 - $250,000
2
NVIDIA Corp. (NVDA)
Purchase
08/23/2023
$1,001 - $15,000
3
NVIDIA Corp. (NVDA)
Sale
11/14/2023
$1,001 - $15,000
4
WisdomTree Cloud Computing Fund (WCLD)
Sale
12/29/2023
$50,001 - $100,000
5
Invesco QQQ Trust, Series 1 (QQQ)
Sale
12/29/2023
$1,001 - $15,000
6
SPDR Dow Jones Industrial Average ETF Trust (DIA)
Sale
12/29/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
I was on detail from the Department of the Treasury to the NSC.

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