Financial Disclosure Details - OGE Form 278e (04/14/2023)

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
1
IRA - TDAmeritrade
Dividends Interest
$1,001 - $2,500
1.1
TD Ameritrade individual stocks - BRK-B - Berkshire Hathaway Class B
$1,001 - $15,000
Dividends
None (or less than $201)
1.1.1
KYNDRYL Holdings (KD)
None (or less than $1,001)
None (or less than $201)
1.1.2
Viatris, Inc. (VTRS)
None (or less than $1,001)
None (or less than $201)
1.2
APA - Apache Corporation
None (or less than $1,001)
Dividends
None (or less than $201)
1.3
CSCO - Cisco Systems
None (or less than $1,001)
Dividends
None (or less than $201)
1.4
CTSH - Cognizant Technology Solutions Group
$1,001 - $15,000
Dividends
None (or less than $201)
1.5
CERN - Cerner Corporation
$1,001 - $15,000
Dividends
None (or less than $201)
1.6
HD - Home Depot
$1,001 - $15,000
Dividends
None (or less than $201)
1.7
IBM - International Business Machines Corp.
$1,001 - $15,000
Dividends
None (or less than $201)

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
IRA - Vanguard Roth IRA
1.1
Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG)
$1,001 - $15,000
None (or less than $201)
1.1.1
Tesla Motors, Inc. - Common Stock
$15,001 - $50,000
None (or less than $201)
1.2
Intel Corp. (INTC)
$1,001 - $15,000
None (or less than $201)
1.3
Square, Inc. (SQ)
None (or less than $1,001)
1.4
Aptiv PLC (APTV)
$1,001 - $15,000
None (or less than $201)
1.5
Robinhood Markets Inc. CL A
$1,001 - $15,000
None (or less than $201)
1.6
Rocket Lab USA Inc.
$1,001 - $15,000
None (or less than $201)
1.7
Berkshire Hathaway Inc. (BRKB)
$50,001 - $100,000
Dividends
1.8
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
$1,001 - $15,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
USA Bank Account No. 1
$15,001 - $50,000
Interest
$201 - $1,000
2
USA Bank Account No. 2
$1,001 - $15,000
Interest
$201 - $1,000
3
Virginia 529 Agressive Plan (child 1)
$1,001 - $15,000
$1,001 - $2,500
4
Virginia 529 Agressive Plan (Child 2)
$50,001 - $100,000
$1,001 - $2,500
5
Virginia 529 Agressive Plan (child 3)
$15,001 - $50,000
$201 - $1,000
6
USA Bank Account No. 3
$1,001 - $15,000
Interest
None (or less than $201)
7
VANGARD 500 Index Fund (Child 1)
$1,001 - $15,000
None (or less than $201)
8
Vanguard 500 Index Fund Admiral Shares (VFIAX) (child 2)
$1,001 - $15,000
None (or less than $201)
9
USA Bank Account (child 1)
$1,001 - $15,000
Interest
None (or less than $201)
10
USA Bank Account No. 4
$15,001 - $50,000
Interest

Transactions

#
Description
Type
Date
Amount
1
Exxon Mobil Corp. (XOM)
Sale
10/08/2022
$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
Nothing reported in this section

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