Financial Disclosure Details - OGE Form 278e (05/09/2024)

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
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Common Stock: International Business Machs (IBM)
$15,001 - $50,000
Capital Gains Dividends
$1,001 - $2,500
2
Common Stock: Pepsico Inc (PEP)
$50,001 - $100,000
Capital Gains Dividends
$1,001 - $2,500
3
Mutual Fund: Invesco S&P 500 Equal Weight Exchanges-Traded Fund RSP
$15,001 - $50,000
$201 - $1,000
4
Mutual Fund: Ishares Russell 1000 GRW Index Closed-End Fund IWF
$1,000,001 - $5,000,000
$5,001 - $15,000
5
Mutual Fund: Ishares Russell 2000 Index Closed-End Fund IWM
$100,001 - $250,000
$1,001 - $2,500
6
Mutual Fund: Ishares Russell Midcap Index Closed-End Fund IWR
$50,001 - $100,000
$1,001 - $2,500
7
Equity: Ishares Core MSCI AEFE ETF Closed- End Fund IEFA
$250,001 - $500,000
$5,001 - $15,000
8
Equity: Ishares Core MSCI Emerg Mkts Closed-End Fund IEMG
$100,001 - $250,000
$2,501 - $5,000
9
Commodities: SPDR Gold Trust Fund Closed- End Fund GLD
$50,001 - $100,000
None (or less than $201)
10
Infrastructure Fund: Lazaard Global Listed Infrastr PT Open-End Fund INSTTL CL GLIFX
$15,001 - $50,000
$201 - $1,000

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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