Financial Disclosure Details - OGE Form 278e (03/28/2024)

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
TempletonGlobal Smaller Companies Fund Class R6 Shares (FBOGX)
$15,001 - $50,000
None (or less than $201)
1.1
IRA
None (or less than $1,001)
Cash distribution
$1,256

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
Charles Schwab Contributory IRA
1.1
Dodge and Cox Balanced Fund IRA
$100,001 - $250,000
None (or less than $201)
1.2
Schwab S&P 500 Index
$1,001 - $15,000
None (or less than $201)
1.3
Schwab Small Cap Index
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Brokerage Account No. 1 (cash)
None (or less than $1,001)
Cash
$3,621
2
Microsoft Corporation - Common Stock
$1,000,001 - $5,000,000
Dividends
$5,001 - $15,000
3
Schwab S&P 500 Index
$100,001 - $250,000
$1,001 - $2,500
4
3 Timeshare Units, Harborside Inn, Edgartown, MA
$15,001 - $50,000
Rent or Royalties
$1,001 - $2,500
5
Schwab Select variable annuity
5.1
Schwab S&P 500 Index Portfolio
$250,001 - $500,000
None (or less than $201)
5.2
Invesco VI Core Equity I
$100,001 - $250,000
None (or less than $201)
5.3
Janus Henderson Global Research Inst.
$100,001 - $250,000
None (or less than $201)
6
Met Life Fixed Annuity
$100,001 - $250,000
Cash payments
$10,297
7
Schwab MarketTrack All Equity Investor
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Schwab US Broad Market ETF (SCHB)
Sale
01/17/2023
$1,001 - $15,000
2
Schwab MarketTrack All Equity Portfolio Investors Class Shares (SWEGX)
Sale
01/13/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Freedom Mortgage
$100,001 - $250,000
2012
30 yrs.
2
Alaska Airlines Visa
$10,001 - $15,000
2023
Revolving

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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