Financial Disclosure Details - OGE Form 278e (05/03/2024)

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
IRA #1
cash distribution RMD
$4,014
1.1
Fidelity Gov Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Multi Asset Fund
$15,001 - $50,000
$1,001 - $2,500
1.3
Fidelity Puritan (FPURX)
$1,001 - $15,000
$1,001 - $2,500
1.4
Fidelity Select Technology (FSPTX)
$15,001 - $50,000
$1,001 - $2,500
1.5
Fidelity Govt Money Market (SPAXX)
$15,001 - $50,000
None (or less than $201)
1.6
Fidelity New Market Income (FNMIX)
$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
U S brokerage
1.1
Fair Isaac Corp Com (FICO)
$100,001 - $250,000
None (or less than $201)
1.2
Manulife Stock (MFC)
$1,001 - $15,000
Dividends
$201 - $1,000
1.3
Fidelity Govt Money Market (SPAXX)
$50,001 - $100,000
None (or less than $201)
1.4
Verizon Communications Inc (VZ)
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity Government Money Market Fund (SPAXX)
$50,001 - $100,000
None (or less than $201)
2
U S bank #1 (cash)
$250,001 - $500,000
Interest
$5,001 - $15,000
3
U S credit union #1 (cash)
$100,001 - $250,000
None (or less than $201)
4
Oakmark International Fund (OAKIX)
$1,001 - $15,000
$201 - $1,000
5
U S bank #2 (cash)
$250,001 - $500,000
Interest
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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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