Financial Disclosure Details - OGE Form 278e (01/29/2023)

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
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
Rollover IRA
1.1
Boston Scientific Corp. (BSX)
$1,001 - $15,000
None (or less than $201)
1.2
3M Co. (MMM)
$1,001 - $15,000
None (or less than $201)
1.3
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.4
Citigroup, Inc. (C)
$1,001 - $15,000
None (or less than $201)
1.5
Hologic, Inc. (HOLX)
$1,001 - $15,000
None (or less than $201)
1.6
Humana, Inc. (HUM)
$15,001 - $50,000
None (or less than $201)
1.7
Intel Corp. (INTC)
$1,001 - $15,000
None (or less than $201)
1.8
Johnson & Johnson (JNJ)
$1,001 - $15,000
None (or less than $201)
1.9
JP Morgan (JPM)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union (Cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. Bank (Cash)
$1,001 - $15,000
None (or less than $201)
3
3.1
American Funds Capital World Growth and Income Fund
$1,001 - $15,000
None (or less than $201)
4
U.S. Bank Advisors Account #2
4.1
American Funds Investment Company of America
$15,001 - $50,000
$1,001 - $2,500
4.2
American Funds Growth Fund of America
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
JPMorgan Chase Bank, NA
$500,001 - $1,000,000
2020
20 Years
2
FirstMark Services
$15,001 - $50,000
2019
15 years starting six months after graduation
3
FirstMark Services
$15,001 - $50,000
2020
15 years starting six months after graduation
4
EdFinancial Services
$15,001 - $50,000
2021
10 years starting six months after graduation
5
Sofi Mohela
$15,001 - $50,000
2022
104 Months
6
Sofi Mohela
$15,001 - $50,000
2022
94 Months
7
Mohela Federal Student Aid
$10,001 - $15,000
2021
10 years starting six months after graduation

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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