Financial Disclosure Details - OGE Form 278e (03/29/2024)

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
1
AMERICAN FUNDS AMERICAN MUTUAL FUND CL A M/F (AMRMX)
$50,001 - $100,000
None (or less than $201)
2
AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (CWGIX)
$15,001 - $50,000
None (or less than $201)
3
AMERICAN FUNDS NEW ECONOMY FUND CL A M/F (ANEFX)
$15,001 - $50,000
None (or less than $201)
4
AMERICAN FUNDS NEW PERSPECTIVE FUND CL A M/F (ANWPX)
$15,001 - $50,000
None (or less than $201)
5
AMERICAN FUNDS NEW WORLD FUND CL A M/F (NEWFX)
$1,001 - $15,000
None (or less than $201)
6
AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX)
$1,001 - $15,000
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
1
American Funds Smallcap World Fund SMCWX
$15,001 - $50,000
None (or less than $201)
2
American Funds New Economy Fund ANEFX
$50,001 - $100,000
None (or less than $201)
3
American Funds Washington Mutual A AWSHX
$50,001 - $100,000
None (or less than $201)
4
AMERICAN FUNDS AMERICAN BALANCED FUND CL A M/F (ABALX)
$100,001 - $250,000
None (or less than $201)
5
AMERICAN FUNDS AMERICAN MUTUAL FUND CL A M/F (AMRMX)
$100,001 - $250,000
None (or less than $201)
6
AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (CWGIX)
$100,001 - $250,000
None (or less than $201)
7
AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (AGTHX)
$50,001 - $100,000
None (or less than $201)
8
AMERICAN FUNDS NEW PERSPECTIVE FUND CL A M/F (ANWPX)
$50,001 - $100,000
None (or less than $201)
9
AMERICAN FUNDS NEW WORLD FUND CL A M/F (NEWFX)
None (or less than $1,001)
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
529 Accounts: IDEAL idaho college savings program
2.1
Moderate-Age Based Option: Conservative Growth Portfolio
$100,001 - $250,000
None (or less than $201)
2.2
Moderate Age-Based Option: Moderately Conservative Growth Portfolio
$100,001 - $250,000
None (or less than $201)
3
American Funds AMCAP A AMCPX
$100,001 - $250,000
$1,001 - $2,500
4
American Funds American Balanced A ABALX
$250,001 - $500,000
$5,001 - $15,000
5
American Mutual Fund AMRMX
$250,001 - $500,000
$5,001 - $15,000
6
American Funds Capital World G/I A CWGIX
$100,001 - $250,000
$5,001 - $15,000
7
American Funds Fundamental Investors A ANCFX
$50,001 - $100,000
$5,001 - $15,000
8
American Funds Growth Fund of Amer A (AGTHX)
$250,001 - $500,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
American Mutual Fund Class A Shares (AMRMX)
Purchase
01/01/2023
$1,001 - $15,000
2
Capital World Growth & Income Fund Class A Shares (CWGIX)
Purchase
01/01/2023
$1,001 - $15,000
3
Growth Fund of America Class A Shares (AGTHX)
Purchase
01/01/2023
$1,001 - $15,000
4
Growth Fund of America Class A Shares (AGTHX)
Purchase
12/18/2023
$15,001 - $50,000
5
New World Fund, Inc Class A Shares (NEWFX)
Purchase
01/01/2023
$1,001 - $15,000
6
American Balanced Fund Class A Shares (ABALX)
Purchase
01/01/2023
$1,001 - $15,000
7
American Funds Fundamental Investors Class A Shares (ANCFX)
Purchase
12/18/2023
$1,001 - $15,000
8
Washington Mutual Investors Fund Class A Shares (AWSHX)
Purchase
01/01/2023
$1,001 - $15,000
9
New Economy Fund Class A Shares (ANEFX)
Purchase
12/14/2023
$1,001 - $15,000
10
New Perspective Fund Class A Shares (ANWPX)
Purchase
12/15/2023
$1,001 - $15,000

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
12
This commercial property has no permits, leases, contracts or other types of agreements issued by or involving the BLM.
7
1
Please note that this entry covers multiple purchases of this EIF through dividend reinvestments which occurred during the 2023 calendar year.
7
2
Please note that this entry covers multiple purchases of this EIF through dividend reinvestment which occurred during the 2023 calendar year.
7
3
Please note that this entry covers multiple purchases of this EIF through dividend reinvestment which occurred during the 2023 calendar year.
7
5
Please note that this entry covers multiple purchases of this EIF through dividend reinvestment which occurred during the 2023 calendar year.
7
6
Please note that this entry covers multiple purchases of this EIF through dividend reinvestments which occurred during the 2023 calendar year.
7
8
Please note that this entry covers multiple purchases of this EIF through dividend reinvestments which occurred during the 2023 calendar year.

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