Financial Disclosure Details - OGE Form 278e (05/06/2024)

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
Vanguard Target Retirement 2050 (VFIFX)
$50,001 - $100,000
$1,001 - $2,500
2
Global Bond Fund (LSGBX)
$1,001 - $15,000
None (or less than $201)
3
American Cent Emg Mkt Inv (TWMIX)
$1,001 - $15,000
None (or less than $201)
4
International Fund (VTRIX)
$1,001 - $15,000
None (or less than $201)
5
BlackRock Infl Protected Bnd I (BPRIX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
2
U.S. bank account #2 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
U.S. bank account #3 (cash)
$15,001 - $50,000
Interest
$201 - $1,000
4
DC 529 Number One
4.1
US Total Stock Market Index
$50,001 - $100,000
None (or less than $201)
4.2
U.S. Small Cap Equity
$15,001 - $50,000
5
TD Ameritrade IRA/Schwab US Small Cap
$1,001 - $15,000
None (or less than $201)
6
DC 529 Number Two
6.1
US Total Stock Market Portfolio
$50,001 - $100,000
None (or less than $201)
7
Vanguard REIT ETF
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Schwab US REIT ETF (SCHH)
Sale
01/30/2023
$1,001 - $15,000
2
Schwab US REIT ETF (SCHH)
Sale
02/27/2023
$1,001 - $15,000
3
Schwab US REIT ETF (SCHH)
Sale
04/10/2023
$15,001 - $50,000
4
SchwabEmerging Markets Equity ETF (SCHE)
Sale
01/30/2023
$1,001 - $15,000
5
SchwabEmerging Markets Equity ETF (SCHE)
Sale
02/27/2023
$1,001 - $15,000
6
SchwabEmerging Markets Equity ETF (SCHE)
Sale
04/10/2023
$15,001 - $50,000

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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