Financial Disclosure Details - OGE Form 278e (03/24/2024)

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: Schwab Markettrack Balance (SWBGX)
$50,001 - $100,000
None (or less than $201)
2
IRA: Schwab Markettrack Growth (SWHGX)
$50,001 - $100,000
None (or less than $201)
3
IRA: Schwab Target 2040 Fund (SWERX)
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
SCHWAB 1000 Index Fund (SNXFX)
$100,001 - $250,000
$1,001 - $2,500
2
U.S. credit union account (Cash)
$15,001 - $50,000
Interest
$201 - $1,000
3
U.S. Treasury I Series Bonds
$1,001 - $15,000
None (or less than $201)
4
SCHWAB FUNDAMENTAL INTERATIONAL FUND (SFNNX)
$15,001 - $50,000
$1,001 - $2,500
5
Whole Life Insurance: Northwestern Mutual (65 Life)
$1,001 - $15,000
None (or less than $201)
6
U.S. bank account 1 (Cash)
$15,001 - $50,000
Interest
$1,001 - $2,500
7
U.S. bank account 2 (cash)
$1,001 - $15,000
Interest
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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