Financial Disclosure Details - OGE Form 278e (02/24/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
West Palm Beach, Florida
Trustee
Present

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Government MF (SPAXX)
$100,001 - $250,000
None (or less than $201)
2
Berkshire Hathaway Inc. (BRKB)
$100,001 - $250,000
None (or less than $201)
3
Colgate-Palmolive Co. (CL)
$50,001 - $100,000
Dividends
$1,001 - $2,500
4
Costco Wholesale Corp. (COST)
$15,001 - $50,000
None (or less than $201)
5
Quest Diagnostics, Inc. (DGX)
$50,001 - $100,000
Dividends
$1,001 - $2,500
6
The Walt Disney Co. (DIS)
$15,001 - $50,000
None (or less than $201)
7
Electronic Arts, Inc. (EA)
$100,001 - $250,000
Dividends
$201 - $1,000
8
Fidelity MSCI Materials Index ETF (FMAT)
$15,001 - $50,000
$201 - $1,000
9
Fidelity Quality Factor ETF (FQAL)
$15,001 - $50,000
$201 - $1,000
10
Fidelity 500 Index Fund (FXAIX)
$250,001 - $500,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Mobilized Reservist
1
1
Accidentally omitted from New Entrant.
6
32
Trust, and underlying assets, submitted to OGE as an amendment to New Entrant filing on 6/24/2022.

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