Financial Disclosure Details - OGE Form 278e (05/15/2024)

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 Century Ultra Fund
$15,001 - $50,000
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
Hartford Small Cap Growth
$15,001 - $50,000
None (or less than $201)
2
T Rowe Price Mid-Cap Growth
$15,001 - $50,000
$201 - $1,000
3
State Street Target Retirement 2030
$1,001 - $15,000
None (or less than $201)
4
Charles Schwab (money market))
None (or less than $1,001)
5
Dollar Tree, Inc. (DLTR) spouse 401K
$1,001 - $15,000
None (or less than $201)
6
Wisdom Tree (WCLD) Fidelity Brokerage Link
$1,001 - $15,000
None (or less than $201)
7
Shares Silver Trust (SLV)
$1,001 - $15,000
None (or less than $201)
8
DraftKings (DKNG)
$1,001 - $15,000
None (or less than $201)
9
INTL Growth Equity Trust D (TRP)
$1,001 - $15,000
None (or less than $201)
10
T Rowe Price Health SCNCS-I
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash-Checking account)
$1,001 - $15,000
None (or less than $201)
2
U.S. Credit Union (Cash-Checking and Savings)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
T Rowe Price Science & Technology Fund, Inc Class I Shares (TSNIX)
Sale
02/09/2023
$1,001 - $15,000
2
Vanguard Institutional 500 Index Trust
Purchase
02/09/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
USAA Signature Visa
$15,001 - $50,000
2018
2
Southwest Visa
$15,001 - $50,000
2021
revolving

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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