Financial Disclosure Details - OGE Form 278e (04/12/2024)

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
Jet SEP-IRA
1.1
FID US SUSTAINBLTY INDEX FUND
$15,001 - $50,000
None (or less than $201)
1.2
FID INTL SUSTAINBLTY INDEX FUND
$1,001 - $15,000
None (or less than $201)
1.3
FIDELITY ENVIRONMENT & ALTERNATIVE ENERGY
$15,001 - $50,000
None (or less than $201)
1.4
FIDELITY WOMEN'S LEADERSHIP FUND
$1,001 - $15,000
None (or less than $201)
2
Jet Self Employed 401K
2.1
CALVERT US MID CAP CORE RSPNSBL INDEX A
$50,001 - $100,000
None (or less than $201)
2.2
FID US SUSTAINBLTY INDEX FUND
$50,001 - $100,000
None (or less than $201)
2.3
FID INTL SUSTAINBLTY INDEX FUND
$15,001 - $50,000
None (or less than $201)
2.4
FIDELITY ENVIRONMENT & ALTERNATIVE ENERGY
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Self-Employed 401K
Washington, District of Columbia
In 2023 I did not pay anything into this 401(k) because I did not receive any self-employment income.
12/2019

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
Pioneer Public Affairs, LLC (Pioneer is a firm focused on clean energy and the environment.)
salary, bonus
2
Employer 401(k)
2.1
Fidelity Freedom Index 2045 Fund Premier Class (FQIPX)
$100,001 - $250,000
None (or less than $201)
3
Spouse IRA
3.1
FIDELITY NEW MILLENNIUM, FMILX
$15,001 - $50,000
None (or less than $201)
3.2
FIDELITY LOW PRICED STOCK, FLPSX
$15,001 - $50,000
None (or less than $201)
3.3
FIDELITY MID CAP VALUE, FSMVX
$15,001 - $50,000
None (or less than $201)
3.4
FIDELITY MULTI ASSET INDEX FUND, FFNOX
$1,001 - $15,000
None (or less than $201)
3.5
ROYCE SMALLER CO GROWTH SERVICE CL, RYVPX
$1,001 - $15,000
None (or less than $201)
3.6
FIDELITY ASSET MANAGER 40%, FFANX
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
FIDELITY SELECT INDUSTRIALS PORT
$15,001 - $50,000
$1,001 - $2,500
2
FID US SUSTAINBLTY INDEX FUND
$500,001 - $1,000,000
$5,001 - $15,000
3
PAX SMALL CAP FD INVESTOR CL
$15,001 - $50,000
None (or less than $201)
4
US bank #1 (savings) (cash)
$1,001 - $15,000
Interest
$201 - $1,000
5
U.S. bank #2 (savings)
$1,001 - $15,000
Interest
None (or less than $201)
6
U.S. bank #3 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
7
U.S. bank #4 (cash)
$50,001 - $100,000
Interest
None (or less than $201)
8
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
9
U.S. bank #5 (savings) (cash)
$50,001 - $100,000
Interest
$1,001 - $2,500
10
U.S. bank #6 (checking) (cash)
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
CALVERT US MID CAP CORE RSPNSBL INDEX A
Purchase
12/16/2023
$1,001 - $15,000
2
FID INTL SUSTAINBLTY INDEX FUND
Purchase
12/16/2023
$1,001 - $15,000
3
FID US SUSTAINBLTY INDEX FUND
Purchase
12/16/2023
$1,001 - $15,000
4
FIDELITY ENVIRONMENT & ALTERNATIVE ENERGY
Purchase
12/16/2023
$1,001 - $15,000
5
SunRun, Inc. (RUN)
Sale
12/26/2023
$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
6
37
Value is an estimate, the asset is not publicly traded and has not been appraised.

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