Financial Disclosure Details - OGE Form 278e (06/30/2024)

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
Nothing reported in this section

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
Adventist Health Care 403b Retirement Plan (managed by Lincoln Financial)
1.1
AB Large Cap Growth Fund Class Z
None (or less than $1,001)
None (or less than $201)
1.2
Fidelity 500 Index Fund (FXAIX)
$1,001 - $15,000
None (or less than $201)
1.3
Janus Henderson Small Cap Value Fund Class N Shares (JDSNX)
None (or less than $1,001)
None (or less than $201)
1.4
Lincoln Stable Value SEP Acct -Z33
None (or less than $1,001)
None (or less than $201)
1.5
Fidelity Small Cap Index Fund (FSSNX)
$1,001 - $15,000
None (or less than $201)
1.6
Large Cap Growth Fund III CL R1 (WLGABX)
$1,001 - $15,000
None (or less than $201)
2
Adventist Health Care 401a Retirement Plan (managed by Lincoln Financial) Spouse 401a Retirement Plan
2.1
AB Large Cap Growth Fund, Inc Class Z Shares (APGZX)
None (or less than $1,001)
None (or less than $201)
2.2
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Roth IRA
1.1
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Growth Index Fund ETF Class Shares (VUG)
$1,001 - $15,000
None (or less than $201)
2
Midland National Life Insurance
2.1
Midland National Universal Policy
$100,001 - $250,000
None (or less than $201)
3
Robinhood Financial LLC
3.1
QUALCOMM, Inc. (QCOM)
$1,001 - $15,000
None (or less than $201)
3.2
Moderna (MRNA)
None (or less than $1,001)
None (or less than $201)
3.3
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
4
NorthWest Federal Credit Union
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Fidelity Small Cap Index Fund (FSSNX)
Purchase
12/14/2023
$1,001 - $15,000
2
Large Cap Growth Fund III CL R1 (WLGABX)
Purchase
12/14/2023
$1,001 - $15,000
3
Large Cap Growth Fund III CL R1 (WLGABX)
Purchase
12/14/2023
$15,001 - $50,000
4
Fidelity Mid Cap Index Fund (FSMDX)
Purchase
12/22/2023
$1,001 - $15,000
5
Fidelity Small Cap Index Fund (FSSNX)
Purchase
12/22/2023
$1,001 - $15,000
6
Large Cap Growth Fund III CL R1 (WLGABX)
Purchase
12/22/2023
$15,001 - $50,000
7
AB Large Cap Growth Fund, Inc Class Z Shares (APGZX)
Sale
11/08/2023
$15,001 - $50,000
8
Large Cap Growth Fund III CL R1 (WLGABX)
Purchase
11/08/2023
$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
5
3
Cigna was acquired by New York Life in mid-2021 for spouse's disability income.
6
3.3
previously held asset now over reporting threshold
7
1
403b
7
2
403b
7
3
401A
7
4
401A
7
5
401A
7
6
401A
7
7
401a Account - Employer eliminated from the APGZX fund from their fund lineup and moved all holdings into WLGABX
7
8
401a Account - Employer eliminated from the APGZX fund from their fund lineup and moved all holdings into WLGABX

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