Financial Disclosure Details - OGE Form 278e (05/10/2024)

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
Colorado River Indian Tribes 401(k)
1.1
Vanguard LifeStrategy Growth (VASGX)
$50,001 - $100,000
$1,001 - $2,500
1.2
Vanguard International Growth Adm (VWILX)
$15,001 - $50,000
$1,001 - $2,500
1.3
Vanguard Total Stock Market Index Admiral Shares (VTSAX)
$50,001 - $100,000
$1,001 - $2,500
2
Roth IRA
2.1
USAA Extended Market Index Fund (USMIX)
$50,001 - $100,000
$1,001 - $2,500
2.2
USAA International Fund (USIFX)
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Colorado River Indian Tribes
Parker, Arizona
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
6/2001

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
University of Maryland
salary
2
IRA
2.1
U.S. Bank (cash)
$1,001 - $15,000
None (or less than $201)
2.2
USAA 500 Index Fund (USSPX)
$15,001 - $50,000
$201 - $1,000
3
Roth IRA #1
3.1
USAA Cornerstone Moderately Aggressive Fund (USCRX)
$15,001 - $50,000
$201 - $1,000
3.2
USAA 500 Index Fund (USSPX)
$100,001 - $250,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
AT&T Inc. (T)
$1,001 - $15,000
Dividends
$201 - $1,000
2
U.S. Bank #1 (Cash)
$100,001 - $250,000
Interest
$201 - $1,000
3
Maryland T. Rowe Price 529 College Savings Plan
3.1
T. Rowe Price Equity Index 500 Portfolio T. Rowe Price Equity Index 500 Portfolio
$50,001 - $100,000
None (or less than $201)
4
Residential Real Estate - Garden Apartment (Montgomery County, Maryland)
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
5
Coverdell Educational Savings Account, no remaining assets
cash distribution
$30,488

Transactions

#
Description
Type
Date
Amount
1
T. Rowe Price Equity Index 500 Portfolio (multiple)
Purchase
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
SOFI
$15,001 - $50,000
2020
5 years

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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