Financial Disclosure Details - OGE Form 278e (02/07/2024)

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
Self IRA
1.1
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
1.2
Alphabet Inc Class A
$1,001 - $15,000
None (or less than $201)
1.3
Johnson & Johnson
$1,001 - $15,000
None (or less than $201)
1.4
Wal-Mart Inc
$1,001 - $15,000
None (or less than $201)
1.5
Brandes International Equity Fund
$15,001 - $50,000
None (or less than $201)
1.6
Invesco Steelpath MLP Select 40 Fund
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard Short Term Treasury Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
1.8
Vanguard Energy Index Fund Admiral Shares
$1,001 - $15,000
None (or less than $201)
1.9
Allspring Absolute Return Fund (WABIX)
$15,001 - $50,000
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
Ingleside at King Farm
Salary
2
Roth IRA
2.1
American Funds Inflation Linked Bond Fund
$1,001 - $15,000
None (or less than $201)
2.2
American Funds US Government Money Market Fund Class A Shares (AFAXX)
$1,001 - $15,000
None (or less than $201)
3
IRA
3.1
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
3.2
Brandes International Equity Fund
$1,001 - $15,000
None (or less than $201)
3.3
First Eagle Gold Fund
$1,001 - $15,000
None (or less than $201)
3.4
First Eagle Overseas Fund Class I Shares (SGOIX)
$1,001 - $15,000
None (or less than $201)
3.5
Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia College Savings Plan/American Funds - Child 2
cash distributions
$42,972
1.1
American Funds US Government Money Market Fund Class 529-A Shares (AAFXX)
$15,001 - $50,000
None (or less than $201)
2
Virginia College Savings Plan/American Funds - Child 3
2.1
Inflation Linked Bond Fund - 529A
$1,001 - $15,000
None (or less than $201)
2.2
Global Balanced Fund-529A
$1,001 - $15,000
None (or less than $201)
2.3
Intermediate Bond Fund of America - 529A
$1,001 - $15,000
None (or less than $201)
2.4
American Funds US Government Money Market Fund Class 529-A Shares (AAFXX)
$15,001 - $50,000
None (or less than $201)
2.5
Short-Term Bond Fund of America Class 529- A Shares (CAAFX)
$1,001 - $15,000
None (or less than $201)
3
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
4
U.S. bank #2 (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
1
Wells Fargo
$100,001 - $250,000
2013
20 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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