Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
Invesco American Franchise Fund Class A Shares (VAFAX)
$1,001 - $15,000
None (or less than $201)
2
American Century Growth Fund Investor Class Shares (TWCGX)
$1,001 - $15,000
$201 - $1,000
3
Federated Mid-Cap Index Fund Service Shares (FMDCX)
$1,001 - $15,000
$201 - $1,000
4
Firsthand Technology Value Fund, Inc (SVVC)
None (or less than $1,001)
None (or less than $201)
5
Flextronics Int'l Limited (FLEX)
$1,001 - $15,000
None (or less than $201)
6
T Rowe Price New America Growth Fund, Inc (PRWAX)
$1,001 - $15,000
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
Business (Mental health services)
consulting fees
2
Self-Employed Simplified Employee Plan (401K)
2.1
U.S. financial institution (cash)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Financial Institution (Cash/Checking/Deposit/Money Market Account)
$100,001 - $250,000
Interest
$201 - $1,000
2
U.S. Financial Institution, (Cash/Checking/Deposit/Money Market Account)
$15,001 - $50,000
Interest
$201 - $1,000
3
Virginia Pre-paid Tuition 529
$15,001 - $50,000
None (or less than $201)
4
Westwood Financial LLC, .0597% share of LLC with ownership of shopping centers in multiple states
$250,001 - $500,000
Capital Gains Rent or Royalties
$15,001 - $50,000
5
Undeveloped lot in Fairfax County, Virginia
$15,001 - $50,000
None (or less than $201)
6
Schwab 1000 Index Fund (SNXFX)
$1,001 - $15,000
None (or less than $201)
7
T. Rowe Price All-Cap Opportunities Fund (PRWAX)
$1,001 - $15,000
None (or less than $201)
8
U.S. credit union (Cash/Checking/Deposit/Money Market Account)
$100,001 - $250,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Flex Ltd. Ordinary Shares (FLEX)
Sale
04/19/2023
$1,001 - $15,000
2
Proshares Short S&P 500 ETF (SH)
Sale
04/19/2023
$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
3
Pre-paid tuition plans do not pay income, per se.

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