Financial Disclosure Details - OGE Form 278e (05/08/2024)

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
Roth IRA
1.1
T Rowe Price Growth Stock Fund, Inc Class I Shares (PRUFX)
$50,001 - $100,000
$1,001 - $2,500
1.2
IRA: T. Rowe Price Retirement 2030 (TRPCX)
$50,001 - $100,000
$1,001 - $2,500
1.3
IRA: T. Rowe Price Retirement 2035 Fund (TRPJX)
$50,001 - $100,000
$1,001 - $2,500
1.4
IRA: T. Rowe Price Small-Cap Stock (OTCFX)
$15,001 - $50,000
$1,001 - $2,500

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Royce Pennsylvania Mutual Invmt (PENNX)
$15,001 - $50,000
$1,001 - $2,500
2
Matthews Asian Growth & Inc Investor (MACSX)
$15,001 - $50,000
$1,001 - $2,500
3
US Bank Account (cash)
$50,001 - $100,000
None (or less than $201)
4
Artisan International Small Cap Investor (ARTJX)
$50,001 - $100,000
None (or less than $201)
5
Royce Small-Cap Special Equity (RYSEX)
$15,001 - $50,000
$2,501 - $5,000
6
Royce Total Return Fund Investment Class Shares (RYTRX)
$15,001 - $50,000
$2,501 - $5,000
7
Artisan International Inv (ARTIX)
$50,001 - $100,000
$1,001 - $2,500
8
Matthews Asia Growth Investor (MPACX)
$15,001 - $50,000
$201 - $1,000
9
Mairs & Power Growth Inv (MPGFX)
$100,001 - $250,000
$5,001 - $15,000
10
Buffalo Small Cap (BUFSX)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
T Rowe Price New America Growth Fund, Inc Class I Shares (PNAIX)
Purchase
12/15/2023
$15,001 - $50,000
2
T Rowe Price Equity Income Fund Class I Shares (REIPX)
Purchase
12/13/2023
$1,001 - $15,000
3
T Rowe Price Equity Index 500 Fund Class I Shares (PRUIX)
Purchase
12/13/2023
$1,001 - $15,000
4
T Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX)
Purchase
12/13/2023
$1,001 - $15,000
5
T Rowe Price Real Estate Fund, Inc Class I Shares (TIRRX)
Purchase
12/15/2023
$1,001 - $15,000
6
T Rowe Price Spectrum Fund, Inc - Spectrum Growth Fund (PRSGX)
Purchase
12/22/2023
$1,001 - $15,000
7
T Rowe Price Growth Stock Fund, Inc Class I Shares (PRUFX)
Purchase
12/13/2023
$1,001 - $15,000
8
T Rowe Price Retirement 2035 Fund (TRRJX)
Purchase
05/01/2023
$1,001 - $15,000
9
T Rowe Price Retirement I 2030 Fund Class I Shares (TRPCX)
Purchase
12/22/2023
$1,001 - $15,000
10
T Rowe Price Retirement I 2035 Fund Class I Shares (TRPJX)
Purchase
12/22/2023
$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
Nothing reported in this section

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