Financial Disclosure Details - OGE Form 278e (05/10/2023)

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
Roth IRA
1.1
Fidelity Adv Technology CL C (476)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Adv Freedom 2055 CL C (2335)
$15,001 - $50,000
None (or less than $201)
1.3
Fidelity Adv Biotechnology CL C (114)
None (or less than $1,001)
None (or less than $201)
1.4
Fidelity Adv Health Care CL C (285)
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$15,001 - $50,000
None (or less than $201)
2
Voya Financial, Inc. (VOYA)
2.1
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
2.2
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
2.3
Microsoft Corp. (MSFT)
$1,001 - $15,000
None (or less than $201)
2.4
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PNC Bank
$250,001 - $500,000
2020
30-years

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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