Financial Disclosure Details - OGE Form 278e (05/23/2024)

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 Stock Market Index Fund ETF Class Shares (VTI)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Value Index Fund ETF Shares (VTV)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
$1,001 - $15,000
None (or less than $201)
1.8
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
2
Traditional IRA

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
Spouse- Traditional IRA
1.1
Schwab Total Stock Market Index Fund (SWTSX)
$1,001 - $15,000
None (or less than $201)
1.2
Schwab US Large-Cap Growth Index Fund (SWLGX)
$1,001 - $15,000
None (or less than $201)
1.3
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
Spouse-Roth
2.1
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
2.2
AbbVie, Inc. (ABBV)
$1,001 - $15,000
None (or less than $201)
2.3
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
2.4
Alphabet, Inc. (GOOG)
$1,001 - $15,000
None (or less than $201)
2.5
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1 (cash accounts)
$100,001 - $250,000
None (or less than $201)
2
VA Invest 529 Plan 1
2.1
2033 Portfolio
$1,001 - $15,000
None (or less than $201)
2.2
Aggressive Growth Portfolio
$1,001 - $15,000
None (or less than $201)
3
VA Invest 529 Plan 2
3.1
Aggressive Portfolio
$1,001 - $15,000
None (or less than $201)
3.2
2033 Portfolio
$1,001 - $15,000
None (or less than $201)
4
Metalcraft of Mayville (Stock) (Metal fabrication company)
$250,001 - $500,000
Dividends
$5,001 - $15,000
5
Brokerage account
5.1
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VA Invest 529 Plan 3: Aggressive Portfolio
Purchase
12/31/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Stifel Bank and Trust
$250,001 - $500,000
2012
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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