Financial Disclosure Details - OGE Form 278e (05/08/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
FGS Global
Washington, District of Columbia
Senior Associate
6/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
FGS Global (Public relations firm)
Salary/Bonus
$154,576
1.1
Vanguard Target Retirement 2060 Fund
$15,001 - $50,000
None (or less than $201)
2
Fidelity Roth IRA
$1,001 - $15,000
None (or less than $201)
2.1
FIDELITY FLEX GOVERNMENT MONEY MKT
None (or less than $1,001)
None (or less than $201)
2.2
FIDELITY FLEX 500 INDEX FUND
$1,001 - $15,000
None (or less than $201)
2.3
FIDELITY FLEX U.S. BOND INDEX FD
$1,001 - $15,000
None (or less than $201)
2.4
FIDELITY FLEX INTERNATIONAL INDEX
$1,001 - $15,000
None (or less than $201)
2.5
FIDELITY FLEX CONS INCOME BOND FUND
None (or less than $1,001)
None (or less than $201)
2.6
FIDELITY FLEX MID CAP INDEX FUND
None (or less than $1,001)
None (or less than $201)
2.7
FIDELITY FLEX SMALL CAP INDEX FUND
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
FGS Global
Washington, District of Columbia
I will not participate in this defined contribution plan after my separation.
7/2019

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
Democratic Large Cap Core ETF Democratic Large Cap Core ETF (DEMZ)
None (or less than $1,001)
None (or less than $201)
2
iShares Core S&P 500 ETF (IVV)
$15,001 - $50,000
$201 - $1,000
3
Marcus High-Yield Savings Account (cash)
$1,001 - $15,000
None (or less than $201)
4
Bank of America Checking Account (cash)
$1,001 - $15,000
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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