Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
Beneficiary IRA
1.1
American Century STOXX US Quality Value ETF (VALQ)
$1,001 - $15,000
None (or less than $201)
1.2
Global X SuperDividend REIT ETF (SRET)
$1,001 - $15,000
None (or less than $201)
1.3
Invesco DWA Technology Momentum ETF (PTF)
$1,001 - $15,000
None (or less than $201)
1.4
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
$1,001 - $15,000
None (or less than $201)
1.5
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
$1,001 - $15,000
None (or less than $201)
1.6
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
1.7
iShares Exponential Technologies ETF (XT)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Growth Index Fund ETF Class Shares (VUG)
$15,001 - $50,000
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 #1 (money market account & savings)
$1,001 - $15,000
None (or less than $201)
2
U.S. Credit Union
$15,001 - $50,000
None (or less than $201)
3
GBTI Bank Guyana (cash)
$50,001 - $100,000
Interest
$201 - $1,000
4
Irrevocable Trust (Cash)
$500,001 - $1,000,000
Interest
$5,001 - $15,000
5
Lombard Securities
5.1
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
5.2
Vanguard Growth Index Fund ETF Class Shares (VUG)
$1,001 - $15,000
None (or less than $201)
5.3
Invesco WilderHill Clean Energy ETF (PBW)
None (or less than $1,001)
None (or less than $201)
5.4
iShares Preferred and Income Securities ETF (PFF)
None (or less than $1,001)
None (or less than $201)
5.5
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
None (or less than $1,001)
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
3
Inherited a trust fund from my Godfather who lived in Guyana, South America. Funds were deposited into an account in GBTI a bank in Guyana.

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