Financial Disclosure Details - OGE Form 278e (05/12/2022)

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
Roth IRA
1.1
EuroPacific Growth Fund Class F2 Shares (AEPFX)
$1,001 - $15,000
None (or less than $201)
1.2
iShares MSCI Brazil Small-Cap ETF (EWZS)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
$15,001 - $50,000
$1,001 - $2,500
1.4
Vanguard Small-Cap Index Fund ETF Shares (VB)
$15,001 - $50,000
$2,501 - $5,000
1.5
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Total World Stock Index Fund ETF Class Shares (VT)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Large-Cap Index Fund ETF Shares (VV)
$15,001 - $50,000
$1,001 - $2,500

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
Family Limited Partnership
$100,001 - $250,000
Capital Gains Dividends
$5,001 - $15,000
1.1
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
1.2
Alphabet, Inc. (GOOG)
$1,001 - $15,000
1.3
Apple, Inc. (AAPL)
$15,001 - $50,000
1.4
Bristol-Myers Squibb (BMY)
$1,001 - $15,000
1.5
Brookfield Infrastructure Partners L.P. (BIP)
$1,001 - $15,000
1.6
Costco Wholesale Corp. (COST)
$1,001 - $15,000
1.7
Eversource Energy (ES)
$1,001 - $15,000
1.8
Intuitive Surgical, Inc. (ISRG)
$1,001 - $15,000
1.9
JP Morgan Chase & Co (JPM)
$1,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
PNC Checking
$15,001 - $50,000
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
Nothing reported in this section

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