Financial Disclosure Details - OGE Form 278e (05/12/2024)

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
Lynn Housing Authority, deferred compensation plan
1.1
Smart Capital Preservation Fund
$1,001 - $15,000
None (or less than $201)
1.2
Small Company Stock Fund
$1,001 - $15,000
None (or less than $201)
1.3
Large Company Blend Stock Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Lynn Housing Authority
Lynn, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/1998

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$1,001 - $15,000
Interest
None (or less than $201)
2
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
None (or less than $201)
3
529 College Funds for Children - American Funds
3.1
American Funds Growth Fund of Amer 529A
$50,001 - $100,000
$2,501 - $5,000
3.2
American Funds Fundamental Invs 529A
$50,001 - $100,000
$2,501 - $5,000
3.3
American Funds Capital World Bond 529A
$1,001 - $15,000
$201 - $1,000
3.4
American Funds Capital World G/I 529A
$15,001 - $50,000
$201 - $1,000
3.5
American Funds SMALLCAP World 529A
$15,001 - $50,000
None (or less than $201)
3.6
American Funds ST Bd Fd of America 529A
$1,001 - $15,000
$201 - $1,000
4
Brokerage Account

Transactions

#
Description
Type
Date
Amount
1
Goldman Sachs Investor Money Market Fund Class I Shares (FMJXX)
Purchase
04/26/2023
$1,001 - $15,000
2
T Rowe Price Ultra Short-Term Bond Fund (TRBUX)
Sale
04/26/2023
$1,001 - $15,000
3
Vanguard Wellesley Income Fund Admiral Shares (VWIAX)
Sale
08/17/2023
$1,001 - $15,000
4
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)
Sale
08/17/2023
$1,001 - $15,000
5
Fidelity Money Market Portfolio Institutional Class (FNSXX)
Purchase
08/18/2023
$50,001 - $100,000
6
Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX)
Sale
08/18/2023
$1,001 - $15,000
7
Fidelity Advisor Industrials Fund Class I Shares (FCLIX)
Sale
08/18/2023
$1,001 - $15,000
8
Goldman Sachs Investor Money Market Fund Class I Shares (FMJXX)
Sale
08/18/2023
$15,001 - $50,000
9
Hartford Balanced Income Fund Class I Shares (HBLIX)
Sale
08/18/2023
$1,001 - $15,000
10
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV)
Sale
08/18/2023
$1,001 - $15,000

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
6
4.1
Sold 8/18/2023
6
4.2
sold 8/18/2023
6
4.3
Sold 8/18/2023
6
4.4
Sold 8/17/2023
6
4.5
Sold 4/26/2023
6
4.8
Sold 08/18/2023
6
4.9
Sold 8/17/2023
6
4.10
sold on 8/18/2023
6
4.11
Sold on 8/18/2023
6
4.12
Sold on 8/18/2023

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