Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
JLL-RER 401(k): Principal LifeTime (PLTZX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
JLL-RER Solutions/Archtype II
Washington , District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/2021

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
Emerson Marteau Irrevocable Trust (only 1/3 interest)
1.1
American Funds Tax Exempt Fund of California (EXCAX)
$50,001 - $100,000
None (or less than $201)
1.2
Small Cap World Fund (SFCWX)
$15,001 - $50,000
None (or less than $201)
1.3
New World Fund (FNWFX)
$15,001 - $50,000
$15,001 - $50,000
1.4
New Economy Fund (FNEFX)
$15,001 - $50,000
None (or less than $201)
1.5
New Perspectives Fund (FNPFX)
$100,001 - $250,000
None (or less than $201)
1.6
Growth Fund of America (GAFFX)
$50,001 - $100,000
$2,501 - $5,000
1.7
Fundamental Investors (FUNFX)
$50,001 - $100,000
None (or less than $201)
1.8
Residential Real Estate, Fraser, Colorado
$100,001 - $250,000
None (or less than $201)
2
U.S. bank account (cash-checking)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Dreyfus Treasury Securities Cash Management Institutional Shares (DIRXX)
Purchase
11/30/2023
$15,001 - $50,000
2
American Growth Fund of America Class F3
Purchase
09/18/2023
$1,001 - $15,000
3
American New Perspective Fund Class F3
Purchase
09/18/2023
$1,001 - $15,000
4
American Tax-Exempt Fund of California Class F3
Purchase
01/27/2023
$15,001 - $50,000
5
American SMALLCAP World Fund, Inc Class R3 Shares (RSLCX)
Purchase
09/18/2023
$1,001 - $15,000
6
American New World Fund Class F3
Purchase
09/18/2023
$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
Nothing reported in this section

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