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

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
Roth IRA
1.1
Vanguard Total Bond Market Index Fund Admiral Shares
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Growth Index Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard International Growth Fund Investor Shares
$15,001 - $50,000
None (or less than $201)
2
Rollover IRA
2.1
Vanguard Total Bond Market Index Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Growth Index Fund Admiral Shares
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Mid-Cap Index Fund Admiral Shares
$50,001 - $100,000
None (or less than $201)
2.4
Vanguard International Growth Fund Investor Shares
$15,001 - $50,000
None (or less than $201)
2.5
Vanguard Windsor II Fund Investor Shares
$50,001 - $100,000
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
Pfizer Inc. (PFE)
salary
2
Rollover IRA
2.1
Vanguard Target Retirement 2040 Fund
$250,001 - $500,000
None (or less than $201)
3
DLA Piper (law firm/employer)
salary
4
Pfizer 401(k)
4.1
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)
4
529 Account 1 (Virginia), 2027 Portfolio
$50,001 - $100,000
None (or less than $201)
5
529 Account 2 (Virginia), 2030 Portfolio
$15,001 - $50,000
None (or less than $201)
6
529 Account 3 (Virginia), 2033 Portfolio
$50,001 - $100,000
None (or less than $201)
7
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
None (or less than $201)
8
The Home Depot, Inc. (HD)
$1,001 - $15,000
None (or less than $201)
9
Starbucks Corp. (SBUX)
$1,001 - $15,000
None (or less than $201)
10
CommonwealthGlobal Fund (CNGLX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)
Sale
07/20/2023
$15,001 - $50,000
2
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
Purchase
07/25/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Sloan Servicing (formerly Nelnet)
$15,001 - $50,000
2003
25 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
10
UGMA Account for Daughter
6
11
UGMA Account for Daughter
7
1
Sale of mutual fund in previous employer's 401k plan
7
2
Rollover IRA account

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