Financial Disclosure Details - OGE Form 278e (04/12/2023)

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 # 1
1.1
Adobe Inc - ADBE
$1,001 - $15,000
None (or less than $201)
1.2
Advanced Micro Devices Inc - AMD
$15,001 - $50,000
None (or less than $201)
1.3
Alphabet Inc - GOOGL
$15,001 - $50,000
None (or less than $201)
1.4
Amazon Inc - AMZN
$15,001 - $50,000
None (or less than $201)
1.5
Apple Inc - AAPL
$15,001 - $50,000
None (or less than $201)
1.6
Bank of America - BAC
$15,001 - $50,000
None (or less than $201)
1.7
Meta Platforms Inc. Class A Common Stock (META)
$15,001 - $50,000
None (or less than $201)
1.8
Intuit Inc - INTU
$15,001 - $50,000
None (or less than $201)
1.9
Lululemon Athletica Inc - LULU
$15,001 - $50,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Apple Inc - AAPL
$1,001 - $15,000
None (or less than $201)
1.2
Microsoft Corp - MSFT
$1,001 - $15,000
None (or less than $201)
1.3
Nvidia Corp - NVD
$1,001 - $15,000
None (or less than $201)
1.4
U.S. brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
1.5
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard S&P 500 ETF SHS (VOO)
$1,001 - $15,000
None (or less than $201)
2
Vacation Rental - Ludington, MI
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
3
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Total Bond Market Index Fund ETF Shares (BND)
Sale
01/12/2022
$15,001 - $50,000
2
iShares Broad USD Investment Grade Corporate Bond ETF (USIG)
Sale
01/12/2022
$15,001 - $50,000
3
Apple, Inc. (AAPL)
Sale
01/12/2022
$1,001 - $15,000
4
Amazon.com, Inc. (AMZN)
Sale
01/12/2022
$1,001 - $15,000
5
Microsoft Corp. (MSFT)
Sale
01/12/2022
$1,001 - $15,000
6
Robolox Corp. (RBLX)
Purchase
02/04/2022
$1,001 - $15,000
7
Paycom Software, Inc. (PAYC)
Purchase
02/04/2022
$1,001 - $15,000
8
Facebook, Inc. (FB)
Purchase
02/04/2022
$1,001 - $15,000
9
Crowdstrike Holding's Inc. (CRWD)
Purchase
02/04/2022
$1,001 - $15,000
10
salesforce.com, inc. (CRM)
Purchase
02/04/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Rocket Mortgage
$100,001 - $250,000
2021
20 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3
Cashed out DBP and rolled over into IRA.

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