Financial Disclosure Details - OGE Form 278e (05/06/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
American Mainstream Policy Leadership Institute, a project of New Politics Leadership Academy
, Massachusetts
Fellow
6/2023
2
Axne Consulting Group, LLC
West Des Moines, Iowa
Owner
5/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of Iowa
1.1
State of Iowa Deferred Compensation Program
$100,001 - $250,000
None (or less than $201)
1.2
Iowa Public Employees' Retirement System, defined benefit plan (value not readily ascertainable) eligible for $1,604.24/mo at age 66
None (or less than $201)
2
IRA #1
2.1
Davis Select US Equity ETF (DUSA)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Government Portfolio Institutional Class Shares (FRGXX)
$1,001 - $15,000
None (or less than $201)
2.3
JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF (JEPI)
$15,001 - $50,000
None (or less than $201)
2.4
JPMorgan US Quality Factor ETF (JQUA)
$15,001 - $50,000
None (or less than $201)
2.5
ClearBridge All Cap Growth ETF (CACG)
$1,001 - $15,000
None (or less than $201)
2.6
PGIM Ultra Short Bond ETF (PULS)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Des Moines, Iowa
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
10/2005
2
Iowa Public Employees' Retirement System
Des Moines, Iowa
I will continue to participate in this defined benefit plan.
5/2005

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
Creations Agents LLC (Value not readily ascertainable)
Spouse's salary
2
U.S. bank (cash account)
$15,001 - $50,000
None (or less than $201)
3
IRA #2 (Spouse)
3.1
Fidelity Government Portfolio Institutional Class Shares (FRGXX)
$1,001 - $15,000
$201 - $1,000
3.2
Principal Blue Chip Fund Institutional Class Shares (PBCKX)
$1,001 - $15,000
None (or less than $201)
3.3
Davis Select US Equity ETF (DUSA)
$15,001 - $50,000
$201 - $1,000
3.4
JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF (JEPI)
$15,001 - $50,000
$201 - $1,000
3.5
JPMorgan US Quality Factor ETF (JQUA)
$1,001 - $15,000
None (or less than $201)
3.6
ClearBridge All Cap Growth ETF (CACG)
$1,001 - $15,000
None (or less than $201)
3.7
PGIM Ultra Short Bond ETF (PULS)
$1,001 - $15,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
529 College Savings Iowa Aggressive Growth Age Based Track
$1,001 - $15,000
None (or less than $201)
2
529 College Savings Iowa Aggressive Growth Age Based Track
$1,001 - $15,000
None (or less than $201)
3
529 College Savings Iowa Aggressive Growth Age Based Track
$15,001 - $50,000
None (or less than $201)
4
529 College Savings Iowa Aggressive Growth Age Based Track
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Stryker Corp. (SYK)
Sale
10/18/2023
$1,001 - $15,000
2
Watsco, Inc. (WSO)
Sale
10/18/2023
$1,001 - $15,000
3
Visa, Inc. (V)
Sale
10/18/2023
$15,001 - $50,000
4
Tractor Supply Co. (TSCO)
Sale
10/18/2023
$1,001 - $15,000
5
Post Holdings, Inc. (POST)
Sale
10/18/2023
$1,001 - $15,000
6
Starbucks Corp. (SBUX)
Sale
10/18/2023
$1,001 - $15,000
7
Progressive Corp. (PGR)
Sale
10/18/2023
$15,001 - $50,000
8
NIKE, Inc. (NKE)
Sale
10/18/2023
$1,001 - $15,000
9
Moody's Corp. (MCO)
Sale
10/18/2023
$1,001 - $15,000
10
Mastercard, Inc. (MA)
Sale
10/18/2023
$15,001 - $50,000

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
I concluded my term as a US Representative in Congress in January 2023.
1
1
I resigned from my consulting position as a fellow for American Mainstream Policy Leadership Institute on June 2, 2023.
1
2
I previously made this business dormant on May 23, 2023. This business has no current clients. Previously, I provided consulting services for the American Mainstream Policy Leadership Institute, a project of New Politics Leadership Academy (a 501(c) (3) non-profit organization). The fees I received from this organization in early 2023 were paid to me directly.
5
1
Creation Agents LLC is currently solely owned by my spouse. He is the owner and receives a salary for his work for Creation Agents LLC.
5
2
This bank account is the business bank account for Creation Agents LLC, my spouse's business.

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