Financial Disclosure Details - OGE Form 278e (04/26/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Green Infrastructure Center
Charlottesville, Virginia
Board Member
Present

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
IRA
1.1
Ivy Mid Cap Growth Fund Class A Shares (WMGAX)
$15,001 - $50,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Federal credit union
$1,001 - $15,000
None (or less than $201)
2
American Century Select Fund Investor Class (TWCIX)
$50,001 - $100,000
$2,501 - $5,000
3
US. Bank National Association (LPL Insured Cash account)
$50,001 - $100,000
None (or less than $201)
4
Artisan International Value Fund Advisor Class Shares (APDKX)
$1,001 - $15,000
$201 - $1,000
5
BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX)
$1,001 - $15,000
$201 - $1,000
6
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
None (or less than $1,001)
None (or less than $201)
7
BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)
$1,001 - $15,000
None (or less than $201)
8
Diamond Hill Short Duration Total Return Fund Class I Shares (DHEIX)
$1,001 - $15,000
None (or less than $201)
9
Hood River Small-Cap Growth Fund Institutional Class Shares (HRSMX)
$1,001 - $15,000
None (or less than $201)
10
Janus Henderson Enterprise Fund Class I Shares (JMGRX)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
LSGRX LOOMIS SAYLES GROWTH CL Y
Purchase
02/03/2023
$1,001 - $15,000
2
MEIIX MFS VALUE CL I
Purchase
02/03/2023
$1,001 - $15,000
3
APDKX ARTISAN INTL VALUE ADVISOR CL
Purchase
02/03/2023
$1,001 - $15,000
4
ESPNX All SPRING SPECIAL SMALL CAP VALUE INSTL CL
Purchase
02/03/2023
$1,001 - $15,000
5
HRSMX HOOD RIVER SMALL CAP GROWTH INSTL CLR
Purchase
02/08/2023
$1,001 - $15,000
6
PRDGX T ROWE PRICE DIVIDEND GROWTH INVESTOR CL
Purchase
02/08/2023
$1,001 - $15,000
7
APDKX ARTISAN INTL VALUE ADVISOR CL
Purchase
05/26/2023
$1,001 - $15,000
8
BHYIX BLACKROCK HIGH YIELD BOND INSTL CL
Purchase
05/26/2023
$1,001 - $15,000
9
HRSMX HOOD RIVER SMALL CAP GROWTH INSTL CL
Purchase
05/26/2023
$1,001 - $15,000
10
JMGRX JANUS HENDERSON ENTERPRISE CL I R
Purchase
05/26/2023
$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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