Financial Disclosure Details - OGE Form 278e (05/13/2023)

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
Roth IRA
1.1
American Airlines Group, Inc. (AAL)
$50,001 - $100,000
None (or less than $201)
1.2
Cortexyme (CRTX)
$1,001 - $15,000
None (or less than $201)
1.3
Elastic NV (ESTC)
$50,001 - $100,000
None (or less than $201)
1.4
Itron, Inc. (ITRI)
$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
Tenant Health
salary, bonus
2
Tenant 401K
2.1
Fidelity Target Retirement 2040
$100,001 - $250,000
None (or less than $201)
3
Northwestern 401K
3.1
Fidelity Growth Company Fund Class K Shares (FGCKX)
$100,001 - $250,000
None (or less than $201)
3.2
Spartan 500 Index
$50,001 - $100,000
None (or less than $201)
3.3
Fidelity Diversified International Fund Class K Shares (FDIKX)
$15,001 - $50,000
None (or less than $201)
3.4
WTC-CIF II Mid Cap Opportunities Portfolio
$50,001 - $100,000
None (or less than $201)
4
AZ 401K
4.1
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Child 1 UTMA
1.1
Berkshere Hathway (BRKB)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Total Market Fund (FSKAX)
$15,001 - $50,000
None (or less than $201)
1.3
Fidelity Treasury Money Market Fund (FZFXX)
$1,001 - $15,000
None (or less than $201)
1.4
Fidelity Contrafund (FCNTX)
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
1.6
US Treasury Security Stripped Interest
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #1
$50,001 - $100,000
None (or less than $201)
3
U.S. bank #2
$50,001 - $100,000
None (or less than $201)
4
Health Savings Account (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P Total US Stock Market ETF (ITOT)
Purchase
04/14/2022
$1,001 - $15,000
2
iShares Core S&P Mid-Cap ETF (IJH)
Sale
09/20/2022
$15,001 - $50,000
3
iShares Russell 1000 Value ETF (IWD)
Sale
09/20/2022
$15,001 - $50,000
4
Wells Fargo Cash Investment Money Market Fund Service Class Shares (NWIXX)
Sale
09/21/2022
$1,001 - $15,000
5
Wells Fargo Growth Balanced Fund Administrator Class Shares (NVGBX)
Sale
09/21/2022
$1,001 - $15,000
6
Wells Fargo DJTD ADM
Sale
09/21/2022
$1,001 - $15,000
7
Wells Fargo Diversified Intl ADM
Sale
09/21/2022
$1,001 - $15,000
8
iShares Core S&P Mid-Cap ETF (IJH)
Sale
04/07/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
PennyMac
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
5.5
Renamed USAA 500 Index Fund Member Shares (USSPX) in Q2 2023.
6
1.2
Previously called Fidelity Spartan Total Market Index Advantage
6
1.3
Dividends from other funds in this account are reinvested into this fund usually in amounts that range from $10-$100 every two weeks.
6
1.5
Previously called Fidelity Spartan 500 Index Advtg.
6
5.2
Previously called Fidelity Spartan Total Mkt Index Advantage Fund.
6
5.3
Previously called Fidelity Spartan 500 Index Advantage Fund.
6
6.7
Dividends from other funds in this account are reinvested into this fund usually in amounts that range from $10-$100 every two weeks.
6
8
This stock was part of the purchase on 7/27/2021 and I forgot to list it in Part 6 on my 2022 report.
6
9
This stock was part of the 7/27/2021 purchase and I forgot to list it in Part 6 of my 2022 report.
6
10
This stock was part of the 7/27/2021 purchase and I forgot to list it in Part 6 of my 2022 report.

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