Financial Disclosure Details - OGE Form 278e (05/01/2023)

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
IRA #1
1.1
Invesco Oppenheimer International Small-Mid Company Y
$15,001 - $50,000
None (or less than $201)
1.2
Parnassus Core Equity Inv
$50,001 - $100,000
$5,001 - $15,000
1.3
iShares S&P 500 Growth ETF
$15,001 - $50,000
$201 - $1,000
1.4
iShares Core S&P Small Cap ETF
$15,001 - $50,000
$201 - $1,000
1.5
Vanguard REIT Index ETF
$15,001 - $50,000
$1,001 - $2,500
1.6
Principal Mid Cap Instl
$50,001 - $100,000
$1,001 - $2,500
1.7
John Hancock International I (GOGIX)
$50,001 - $100,000
$5,001 - $15,000
1.8
Merck & Co
$15,001 - $50,000
Dividends
$201 - $1,000
1.9
Johnson & Johnson
$1,001 - $15,000
Dividends
$201 - $1,000

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
IRA #2
1.1
Loomis Sayles Core Plus Bond Y
$15,001 - $50,000
$201 - $1,000
1.2
Invesco Oppenheimer International Growth Y
$50,001 - $100,000
$201 - $1,000
1.3
First Trust US Equity Opptys ETF
$15,001 - $50,000
None (or less than $201)
1.4
Blackrock High Yield Bond Instl CL
$15,001 - $50,000
$1,001 - $2,500
1.5
Fidelity Advisor Growth Opportunities Class I
$15,001 - $50,000
None (or less than $201)
1.6
Invesco International Small Mid Company CL Y (OSMYX)
$1,001 - $15,000
None (or less than $201)
1.7
First Trust Cloud Computing ETF (SKYY)
$1,001 - $15,000
$201 - $1,000
1.8
First Trust Exchange Traded Fund VI Rising Div Achievers
$15,001 - $50,000
$201 - $1,000
1.9
Invesco Solar ETF (TAN)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Property, Washington, D.C.
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
2
Residential Property, Washington, D.C.
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
3
U.S. bank account #1 (cash) (WF)
$15,001 - $50,000
None (or less than $201)
4
River Source Indexed Universal Life Policy
$15,001 - $50,000
None (or less than $201)
5
River Source Indexed Universal Life Policy
$15,001 - $50,000
None (or less than $201)
6
529 DC College Savings Plan #1
6.1
Schwab US REIT ETF
None (or less than $1,001)
None (or less than $201)
6.2
iShares MSCI EAFE International Index Fund
$1,001 - $15,000
None (or less than $201)
6.3
Vanguard Total Stock Market Index Fund
$1,001 - $15,000
None (or less than $201)
6.4
Vanguard Emerging Markets Stock Index Fund
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares International Select Dividend ETF (IDV)
Purchase
05/23/2022
$1,001 - $15,000
2
Vanguard Growth ETF (VUG)
Purchase
05/23/2022
$15,001 - $50,000
3
Vanguard Value (VTV)
Purchase
05/23/2022
$1,001 - $15,000
4
Wisdom Tree U S Small Cap Dividend ETF (DES)
Purchase
05/23/2022
$1,001 - $15,000
5
American Century Disciplined Growth CL I (ADCIX)
Sale
05/23/2022
$50,001 - $100,000
6
Fidelity Total Market Index (FSKAX)
Sale
05/23/2022
$1,001 - $15,000
7
Blackrock Strategic Municipal Opportunities Instl Cl (MAMTX)
Sale
10/18/2022
$15,001 - $50,000
8
Calvert Equity Instl CL (CEYIX)
Sale
10/18/2022
$15,001 - $50,000
9
Eaton Vance National Municipal Income CL I (EIHMX)
Sale
10/18/2022
$1,001 - $15,000
10
Clearbridge International Growth CL I (LMGNX)
Sale
10/18/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Quicken Loans
$100,001 - $250,000
2017
30 year
2
Wells Fargo
$50,001 - $100,000
2017
30 year
3
NewRez
$250,001 - $500,000
2019
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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