Financial Disclosure Details - OGE Form 278e (05/02/2022)

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
Contributory IRA
1.1
Charles Schwab US REIT ETF (SCHH)
$1,001 - $15,000
Dividends
None (or less than $201)
1.2
iShares Gold Trust (IAU)
$1,001 - $15,000
Dividends
None (or less than $201)
1.3
SchwabEmerging Markets Equity ETF (SCHE)
$1,001 - $15,000
Dividends
None (or less than $201)
1.4
Schwab FundamentalEmerging Markets Large Company Index ETF (FNDE)
$15,001 - $50,000
Dividends
None (or less than $201)
1.5
Schwab Fundamental International Large Company Index ETF (FNDF)
$1,001 - $15,000
Dividends
None (or less than $201)
1.6
Schwab Fundamental International Small Company Index ETF (FNDC)
$1,001 - $15,000
Dividends
None (or less than $201)
1.7
Schwab Fundamental US Large Company Index ETF (FNDX)
$15,001 - $50,000
Dividends
None (or less than $201)
1.8
Schwab Fundamental US Small Company Index ETF (FNDA)
$1,001 - $15,000
Dividends
None (or less than $201)
1.9
Schwab International Equity ETF (SCHF)
$1,001 - $15,000
Dividends
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
Brennan Center for Justice (Non-profit, independent, nonpartisan law and policy organization.)
salary, bonus
2
Lincoln Financial Group 401(k)
$50,001 - $100,000
None (or less than $201)
2.1
SAV5 Vanguard Target Ret 2050
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Schwab US REIT ETF (SCHH)
$1,001 - $15,000
None (or less than $201)
2
iShares Gold Trust (IAU)
$1,001 - $15,000
Dividends
None (or less than $201)
3
SchwabEmerging Markets Equity ETF (SCHE)
$1,001 - $15,000
None (or less than $201)
4
Schwab FundamentalEmerging Markets Large Company Index ETF (FNDE)
$1,001 - $15,000
None (or less than $201)
5
Schwab Fundamental International Large Company Index ETF (FNDF)
$1,001 - $15,000
None (or less than $201)
6
Schwab Fundamental International Small Company Index ETF (FNDC)
$1,001 - $15,000
None (or less than $201)
7
Schwab Fundamental US Large Company Index ETF (FNDX)
$1,001 - $15,000
None (or less than $201)
8
Schwab Fundamental US Small Company Index ETF (FNDA)
$1,001 - $15,000
None (or less than $201)
9
Schwab US Small-Cap ETF (SCHA)
$1,001 - $15,000
None (or less than $201)
10
Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Palantir Technologies Inc (PLTR)
Purchase
02/01/2021
$1,001 - $15,000
2
FIL (Filecoin)
Sale
03/13/2021
$1,001 - $15,000
3
FIL (Filecoin)
Sale
03/17/2021
$1,001 - $15,000
4
FIL (Filecoin)
Purchase
03/31/2021
$1,001 - $15,000
5
NIO (NIO, Inc)
Purchase
03/22/2021
$1,001 - $15,000
6
CHPT ChargePoint Holdings Inc
Purchase
03/16/2021
$1,001 - $15,000
7
NIO (NIO Inc)
Purchase
03/24/2021
$1,001 - $15,000
8
Filecoin
Purchase
02/22/2021
$1,001 - $15,000
9
ETC
Purchase
05/07/2021
$1,001 - $15,000
10
ETC
Sale
05/29/2021
$1,001 - $15,000

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
Nothing reported in this section

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