Financial Disclosure Details - OGE Form 278e (05/09/2024)

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
Retirement Roth IRA - 1
1.1
Mny Mkt Fund Retirement Shares
None (or less than $1,001)
None (or less than $201)
1.2
American New World F3
$1,001 - $15,000
None (or less than $201)
1.3
BR Mid Cap Growth Equity K
$1,001 - $15,000
None (or less than $201)
1.4
Edgewood Growth I
$1,001 - $15,000
None (or less than $201)
1.5
Invesco Glbl Opportunities R6
$1,001 - $15,000
None (or less than $201)
1.6
JH International Growth R6
$1,001 - $15,000
None (or less than $201)
1.7
JPMorgan Equity Income R6
$1,001 - $15,000
None (or less than $201)
1.8
JPMorgan Mid Cap Value R6
$1,001 - $15,000
None (or less than $201)
1.9
MFS Intl Diversification R6
$1,001 - $15,000
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
Quinn 401k
1.1
IShares S&P 500 Index FD CL K
$1,001 - $15,000
None (or less than $201)
1.2
American Europacific Growth R6
$1,001 - $15,000
None (or less than $201)
1.3
American New Perspective
$1,001 - $15,000
None (or less than $201)
1.4
Cohen & Steers Real Estate Cl Z
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity International Sustainability Index Fund (FNIDX)
$1,001 - $15,000
None (or less than $201)
1.6
Fidelity Mid Cap Index Fund (FSMDX)
$1,001 - $15,000
None (or less than $201)
1.7
Hartford Schroders Diversified Emerging Markets Fund Class A (HSXAX)
$1,001 - $15,000
None (or less than $201)
1.8
Invesco Oppenheimer Discovery Fund Class R6 Shs (ODIIX)
$1,001 - $15,000
None (or less than $201)
1.9
iShares S&P 500 Index Fund Class K Shares (WFSPX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
DC 529 Savings Plan U.S. Large Cap Equity Portfolio
$15,001 - $50,000
None (or less than $201)
2
Credit Union Money Market
$100,001 - $250,000
Interest
$201 - $1,000
3
Brokerage House CD
$15,001 - $50,000
None (or less than $201)
4
U.S. Bank Savings
$15,001 - $50,000
None (or less than $201)
5
U.S. Treasury Security
$1,001 - $15,000
Interest
None (or less than $201)
6
U.S. Treasury Security
$1,001 - $15,000
Interest
None (or less than $201)
7
U.S. Treasury Security
$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
Filer's Information
1
Promoted to Policy Advisor December 2023.

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