Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
SEP IRA
1.1
US Bank Account Money Market account (cash)
$50,001 - $100,000
None (or less than $201)
1.2
American Funds Fundamental ANCFX
$250,001 - $500,000
$2,501 - $5,000
1.3
American Funds New Perspective
$100,001 - $250,000
$1,001 - $2,500
1.4
Columbia Dividend and Income Fund LBSAX
$500,001 - $1,000,000
$2,501 - $5,000
1.5
Vanguard STAR Fund Investor Shares (VGSTX)
$50,001 - $100,000
$1,001 - $2,500
2
Rollover IRA
2.1
American Funds Fundamentals ANCFX
$100,001 - $250,000
$1,001 - $2,500
2.2
Annaly Capital Management NLY
$50,001 - $100,000
$1,001 - $2,500
2.3
American Funds New Perspective ANWPX
$100,001 - $250,000
$201 - $1,000

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
Hogan Lovells (Law firm - partnership)
salary, bonus
2
Hogan Lovells US LLP Retirement Savings Plan
2.1
Fidelity Growth Co- FGCKX
$250,001 - $500,000
$1,001 - $2,500
2.2
Fidelity Low Priced Stock FLPKX
$500,001 - $1,000,000
$201 - $1,000
2.3
BTC Lifepath Retirement
$15,001 - $50,000
$201 - $1,000
2.4
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)
2.5
International Equity Fund TDQP
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brookfield Asset Management BAM
$100,001 - $250,000
Dividends Capital Gains
$201 - $1,000
2
Columbia Dividend Income Fund LBSAX
$250,001 - $500,000
$1,001 - $2,500
3
US Brokerage money market account(cash)
$250,001 - $500,000
Interest
$201 - $1,000
4
US Brokerage money market account(cash)
$100,001 - $250,000
Interest
$201 - $1,000
5
Schwab US TIPS ETF (SCHP)
$50,001 - $100,000
None (or less than $201)
6
University of VA Bond Ser ABE/R
$50,001 - $100,000
None (or less than $201)
7
US Brokerage money market account(cash)
$1,001 - $15,000
None (or less than $201)
8
Vanguard S&P 500 ETF VOO
$15,001 - $50,000
$1,001 - $2,500
9
US Brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
10
US Brokerage money market account(cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Polen International Growth Fund
Sale
03/10/2022
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Republic Bank
$250,001 - $500,000
2016
15 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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