Financial Disclosure Details - OGE Form 278e (05/15/2023)

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
Roth IRA
1.1
Fidelity Freedom 2035
$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
1
Traditional IRA
1.1
Vanguard S&P 500 Index ETF
$15,001 - $50,000
None (or less than $201)
2
ROTH IRA
2.1
Vanguard S&P 500 Index ETF
$50,001 - $100,000
$1,001 - $2,500
2.2
Netflix
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Dependent UTMA Account
1.1
Disney
$1,001 - $15,000
None (or less than $201)
1.2
Tesla
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard 500 Index Fund Admiral Shares
$15,001 - $50,000
$201 - $1,000
1.4
Vanguard S&P 500 ETF
$1,001 - $15,000
None (or less than $201)
1.5
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
2
Apple
$15,001 - $50,000
None (or less than $201)
3
Costco Wholesale Corp. (COST)
$50,001 - $100,000
Capital Gains Dividends Interest
$201 - $1,000
4
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
5
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Apple, Inc. (AAPL)
Purchase
03/18/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2013
30 year
2
National Mortgage LLC
$500,001 - $1,000,000
2020
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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