Financial Disclosure Details - OGE Form 278e (05/10/2024)

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
Asselta & Company IRA
$15,001 - $50,000
$1,001 - $2,500
1.1
ISHARES RUSSELL 1000 GROWTH
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
1.2
ISHARES RUSSELL 1000 VALUE
$1,001 - $15,000
Capital Gains Dividends
None (or less than $201)
1.3
ISHARES TR CORE MSCI INTL DEVELOPED MKTS
None (or less than $1,001)
Capital Gains Dividends
None (or less than $201)
1.4
SCHWAB US SMALL-CAP ETF
None (or less than $1,001)
Dividends Capital Gains
None (or less than $201)
1.5
VANGUARD LONG-TERM TREASURY ETF
None (or less than $1,001)
Capital Gains Dividends
None (or less than $201)
1.6
BLACKROCK EQTY DIVIDEND FUND INSTL
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
1.7
DELAWARE SMALL CAP CORE FUND CL INSTL
$1,001 - $15,000
Capital Gains Dividends
None (or less than $201)
1.8
EDGEWOOD GROWTH FUND CL INST
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
1.9
GS GQG PARTNERS INTL OPPS FD CL INSTL
None (or less than $1,001)
Capital Gains Dividends
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Asselta & Company Profit Sharing Plan
Collingswood, New Jersey
This is a retirement plan. I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2001

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
Kaman Corp. (KAMN)
$1,001 - $15,000
Dividends
None (or less than $201)
2
Asselta & Company Checking Account [located in U.S.]
$1,001 - $15,000
None (or less than $201)
3
Asselta & Company
$1,001 - $15,000
None (or less than $201)
4
Personal Checking Account [located in U.S.]
$50,001 - $100,000
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
3
1
This is a pension plan. I will receive the assets upon retirement.
6
2
Dormant Account
6
3
Effective with my appointment to USDA in 2022, I placed Asselta & Company, Inc., into a dormant status. Asselta & Company, Inc. will remain in a dormant status throughout my tenure as a federal employee.

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