Financial Disclosure Details - OGE Form 278e (05/02/2023)

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
1
IRA (GENERAL DYNAMICS):
1.1
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
$2,501 - $5,000
1.2
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)
2
DC Government, Deferred Compensation Plan:
2.1
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$50,001 - $100,000
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
The Walt Disney Co. (DIS)
$1,001 - $15,000
None (or less than $201)
2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
$201 - $1,000
3
U.S. Bank #1
$1,001 - $15,000
None (or less than $201)
4
Netflix, Inc. (NFLX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
EdFinancial Services
$10,001 - $15,000
2017
open-ended
2
EdFinancial Services
$15,001 - $50,000
2017
open-ended
3
EdFinancial Services
$50,001 - $100,000
2017
open-ended

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Previously 401k - rolled over into IRA.
2
2.1
Inadvertently left off previous reports.

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