Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
1
IRA
1.1
SELCX - SEI Institutional Managed Trust Large Cap Growth Fund Class F
$1,001 - $15,000
None (or less than $201)
1.2
TRMVX - SEI Institutional Managed Trust Large Cap Value Fund Class F
$1,001 - $15,000
None (or less than $201)
1.3
VFIAX - Vanguard 500 Index Fund
$1,001 - $15,000
None (or less than $201)
1.4
VTSAX - Vanguard Total Stock Market Index Admiral Shares
$1,001 - $15,000
None (or less than $201)
1.5
SEITX - International Equity Fund
$1,001 - $15,000
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
DELMASTRO OUTDOOR (ADVERTISING)
Salary
2
ROTH IRA
2.1
JPMorgan U.S. Aggregate Bond ETF (JAGG)
$1,001 - $15,000
None (or less than $201)
2.2
JP Morgan BetaBuilders U.S. Equity ETF (BBUS)
$1,001 - $15,000
None (or less than $201)
2.3
JP Morgan BetaBuilders Int Equity ETF (BBIN)
$1,001 - $15,000
None (or less than $201)
2.4
JPMorgan ActiveBuilders Emerging Markets Eqty ETF (JEMA)
None (or less than $1,001)
None (or less than $201)
3
IRA
$1,001 - $15,000
3.1
JPMorgan U.S. Aggregate Bond ETF (JAGG)
$1,001 - $15,000
None (or less than $201)
3.2
JP Morgan BetaBuilders U.S. Equity ETF (BBUS)
$1,001 - $15,000
None (or less than $201)
3.3
JP Morgan BetaBuilders Int Equity ETF (BBIN)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Treasury I Savings Bonds
$50,001 - $100,000
Interest
$2,501 - $5,000
2
US banking institution (brokerage account)
2.1
CET - CENTRAL SECURITIES CORP - Common Stock
$1,001 - $15,000
Dividends
None (or less than $201)
2.2
EWI - iShares MSCI Italy Index Fund
$1,001 - $15,000
None (or less than $201)
2.3
RWN - ProShares UltraPro Short QQQ ETF
None (or less than $1,001)
None (or less than $201)
2.4
TMLCX- SEI Institutional Tax-Managed Large Cap Fund
$15,001 - $50,000
None (or less than $201)
2.5
STMSX- SEI Tax Managed Small/Mid Cap Fund
$1,001 - $15,000
None (or less than $201)
2.6
SEITX - SEI International Trust Int'l Equity Fund
$1,001 - $15,000
None (or less than $201)
2.7
SIEMX - SEI Int'l Trust Emerging Markets Equity Fund
$1,001 - $15,000
None (or less than $201)
2.8
SENJX - SEI Tax Exempt NJ Municipal Bond Fund
$1,001 - $15,000
None (or less than $201)

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
6
1
Treasury I Savings Bonds of various denominations jointly held with my dependents
6
4
Consolidated Checking/Savings/UGMA Accounts at Bank 2
6
6
Consolidated Checking/Savings/UGMA Accounts at Bank 3

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