Financial Disclosure Details - OGE Form 278e

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
(IRA) Fidelity Roth IRA
1.1
(Stock) msft-Microsoft Corp
$1,001 - $15,000
Dividends
None (or less than $201)
1.2
(ETF) rsp-Invesco S&P500 Equal Weight
$1,001 - $15,000
None (or less than $201)
1.3
(Mutual Fund) thopx-Thompson Bond Fund
$1,001 - $15,000
None (or less than $201)
1.4
(Mutual Fund) wamvx-Wasatch Micro Cap Value
$1,001 - $15,000
None (or less than $201)
1.5
(ETF) RHS-S&P 500 EW Consumer Staples Invesco ETF
$1,001 - $15,000
None (or less than $201)
1.6
(ETF) FVAL-Fidelity Value Factor ETF
$1,001 - $15,000
None (or less than $201)
1.7
(ETF) RTM-S&P 500 EW Materials Invesco ETF
$1,001 - $15,000
None (or less than $201)
1.8
(ETF) STIP-0-5 Year TIPS Bond Ishares ETF
$1,001 - $15,000
None (or less than $201)
1.9
(Stock) OTTR-Otter Tail Corp
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
West Hartford, CT, US
Employer no longer contributes to my Tier IV Defined Contribution Plan.
07/2019

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
(S) (Pension) Maryland State Retirement and Pension Montgomery County Public Schools
value not readily ascertainable
None (or less than $201)
2
(S) (Pension) Connecticut State Retirement & Pension Trust Funds West Hartford Public Schools
value not readily ascertainable
None (or less than $201)
3
(S) (Spouse EI) West Hartford Public Schools West Hartford, CT, US

Other Assets and Income

#
Description
Value
Type
Amount
1
(S) (IRA) Fidelity Roth IRA
1.1
(Mutual Fund) FSPTX-Fidelity Select Technology
$15,001 - $50,000
$201 - $1,000
1.2
(Cash)
$15,001 - $50,000
Interest
None (or less than $201)
2
(S) (IRA) Fidelity Traditional IRA
2.1
(Cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
(DC) (College Savings Plan (529 Plan)) CHET
3.1
(Other) CT Total Market Index
$1,001 - $15,000
None (or less than $201)
3.2
(Other) CT Aggressive Growth
$1,001 - $15,000
None (or less than $201)
4
(DC) (College Savings Plan (529 Plan)) CHET
4.1
(Other) CT Aggressive Growth
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
IEDI - US Discretionary Spending Ishares Evolved ETF
sale
11/24/2023
$1,001 - $15,000
2
IVV - S&P 500 Ishares Core ETF
purchase
11/24/2023
$1,001 - $15,000
3
JPM - JP Morgan Chase & Company
purchase
11/24/2023
$1,001 - $15,000
4
RGI - S&P 500 EW Industrials Invesco ETF
purchase
11/24/2023
$1,001 - $15,000
5
RSP - S&P 500 EW Invesco ETF
sale
11/24/2023
$1,001 - $15,000
6
RTM - S&P 500 EW Materials Invesco ETF
sale
11/24/2023
$1,001 - $15,000
7
SSTK - Shutterstock Inc
sale
11/24/2023
$1,001 - $15,000
8
TGNA - Tegna Inc
sale
11/24/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Hyundai Motor Finance; Fountain Valley, CA, US
$15,001 - $50,000
2023
60 Monts

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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