Financial Disclosure Details - OGE Form 278e (06/29/2024)

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
Fidelity Freedom Index 2030 Fund Institutional Premium Class Shares (FFEGX)
$15,001 - $50,000
$201 - $1,000
2
U.S. bank Sav. Acct #1 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
Crawford 2013 Chairitable Remainder Unitrust CA Polytechnic State Univ
$100,001 - $250,000
Capital Gains Dividends Interest
$5,001 - $15,000
3.1
DFA US Large Cap Value Portfolio
$1,001 - $15,000
None (or less than $201)
3.2
Morgan Stanley Instl Intl Equity I
$1,001 - $15,000
None (or less than $201)
3.3
DFA Intl Small Cap Value Portfolio
$1,001 - $15,000
None (or less than $201)
3.4
DFA Emerging Markets Portfolio
$1,001 - $15,000
None (or less than $201)
3.5
Cohen & Steers Instl Realty Shares
$15,001 - $50,000
None (or less than $201)
3.6
Cohen & Steers International Realty Instl
$1,001 - $15,000
None (or less than $201)
3.7
DFA Intermediate Government Bond Portfolio
$15,001 - $50,000
None (or less than $201)

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
6
3
Income amounts for individual underlying assets not ascertainable.

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