Financial Disclosure Details - OGE Form 278e (05/11/2023)

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
Nothing reported in this section

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
Janus Henderson Research Fund Class D Shares (JNRFX)
$1,001 - $15,000
None (or less than $201)
2
Invesco Balanced-Risk Retirement 2040 Fund Class R Shares (TNDRX)
$1,001 - $15,000
None (or less than $201)
3
T Rowe Price Retirement 2040 Fund (TRRDX)
$250,001 - $500,000
None (or less than $201)
4
American Funds 2045 Target Date Retirement Fund Class R6 Shs (RFHTX)
$50,001 - $100,000
None (or less than $201)
5
SLR International Corporation (business consulting)
salary and bonus
6
SLR International Corporation shares
$100,001 - $250,000
Capital Gains
$100,001 - $1,000,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
2
New York's 529 College Savings Program
2.1
Vanguard Total Stock Market Index Fund
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Total International Stock Index Fund
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Total Bond Market II Index Fund
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Total International Bond Index Fund
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
SLR International Corporation Shares
Sale
09/30/2022
$500,001 - $1,000,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Congressional Federal Credit Union
$500,001 - $1,000,000
2019
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
This asset is the sole asset in my spouse's IRA.
5
2
This asset is the sole asset in a 401(k) which was a benefit of my spouse's past employment at the Ethics Resource Center.
5
3
This asset is the sole asset in a 401(k) which was a benefit of my spouse's past employment at CARE.
5
4
This asset is the sole asset in a 401(k) which is a benefit of my spouse's current employment at SLR International Corporation.

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