Financial Disclosure Details - OGE Form 278e (06/04/2024)

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
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
Fairfax County Public Schools Empower 403(B) & 457 Retirement Plans
$100,001 - $250,000
$15,001 - $50,000
1.1
Fidelity International Index
$1,001 - $15,000
$201 - $1,000
1.2
American Funds EuroPacific Gr R6
$1,001 - $15,000
$201 - $1,000
1.3
Delaware Small Cap Core I
$1,001 - $15,000
$201 - $1,000
1.4
Columbia Mid Cap Index Fund Institutional 2 Class Shares (CPXRX)
$1,001 - $15,000
$201 - $1,000
1.5
Great West T.Rowe Price Mid Cap Gr Int
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Mid Cap Index Admiral
$1,001 - $15,000
None (or less than $201)
1.7
iShares S&P 500 Index Fund Class K Shares (WFSPX)
$1,001 - $15,000
None (or less than $201)
1.8
Parnassus Core Equity Fund Institutional Shares (PRILX)
$1,001 - $15,000
None (or less than $201)
1.9
Pioneer Bond Fund Class Y Shares (PICYX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
One America Asset Care Whole Life Insurance
$50,001 - $100,000
None (or less than $201)
2
American Express High Yield Savings
$250,001 - $500,000
Interest
$15,001 - $50,000
3
United Bankshares, Inc. (West Virginia) (UBSI)
$1,001 - $15,000
None (or less than $201)
4
United Brokerage Retirement & Investment Portfolio
4.1
Wells Fargo Bank Savings Account
$1,001 - $15,000
Interest
None (or less than $201)
4.2
Apple, Inc. (AAPL)
$1,001 - $15,000
Dividends
None (or less than $201)
4.3
Archer-Daniels-Midland Co. (ADM)
$1,001 - $15,000
Dividends
None (or less than $201)
4.4
Baker Hughes Co (BKR)
$1,001 - $15,000
Dividends
None (or less than $201)
4.5
Bank of America Corp. (BAC)
$1,001 - $15,000
Dividends
None (or less than $201)
4.6
Baxter International, Inc. (BAX)
$1,001 - $15,000
Dividends
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
SOFI
$100,001 - $250,000
2018
Ten Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
2
This account has no underlying assets.
6
3
Checking & Savings
8
1
Parent Plus Student Loan

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