Financial Disclosure Details - OGE Form 278e (04/22/2024)

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
1
FID contrafund
$100,001 - $250,000
$5,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
BKRB
$250,001 - $500,000
None (or less than $201)
2
BKRB
$250,001 - $500,000
None (or less than $201)
3
PowerShares QQQ Trust, Series 1
$50,001 - $100,000
$201 - $1,000
4
PowerShares QQQ Trust, Series 1
$500,001 - $1,000,000
$1,001 - $2,500
5
PowerShares QQQ Trust, Series 1
$500,001 - $1,000,000
$2,501 - $5,000
6
SPDR Dow Jones Industrial Average (DIA)
$100,001 - $250,000
$1,001 - $2,500
7
SPDR Dow Jones Industrial Average (DIA)
$100,001 - $250,000
$1,001 - $2,500
8
SPDR Dow Jones Industrial Average (DIA)
$100,001 - $250,000
$2,501 - $5,000
9
SPDR S&P 500 (SPY)
$500,001 - $1,000,000
$5,001 - $15,000
10
SPDR S&P 500 (SPY)
$500,001 - $1,000,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Wells Fargo & Co. (WFC)
Sale
09/21/2023
$500,001 - $1,000,000
2
Boeing Co (BA)
Sale
09/26/2023
$15,001 - $50,000
3
Microsoft Corp. (MSFT)
Purchase
11/20/2023
$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
5
1
Deleted Contrafund reporting for spouse in Part 6 since already reported here in Part 5

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