Financial Disclosure Details - OGE Form 278e (03/17/2024)

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
Roth IRA
1.1
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
1.2
Calvert US Large-Cap Core Responsible Index Fund Class R6 Shares (CSXRX)
$1,001 - $15,000
None (or less than $201)
1.3
Fidelity Advisor Dividend Growth Fund Class Z Shares (FZADX)
$1,001 - $15,000
None (or less than $201)
1.4
John Hancock Bond Fund Class R6 Shares (JHBSX)
$1,001 - $15,000
None (or less than $201)
1.5
Putnam Global Equity Fund Class R6 Shares (PGLEX)
$1,001 - $15,000
None (or less than $201)
1.6
T Rowe Price US Equity Research Fund, Inc Class I Shares (PCCOX)
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
2.2
Calvert US Large-Cap Core Responsible Index Fund Class R6 Shares (CSXRX)
$1,001 - $15,000
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
Traditional IRA
1.1
iShares Morningstar Mid-Cap ETF iShares Morningstar Mid-Cap ETF (IMCB)
$1,001 - $15,000
None (or less than $201)
1.2
iShares Russell Top 200 Growth ETF (IWY)
$15,001 - $50,000
None (or less than $201)
1.3
Schwab Fundamental US Large Company Index ETF (FNDX)
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard 500 Index Fund ETF Shares (VOO)
$15,001 - $50,000
None (or less than $201)
1.5
New World Fund, Inc Class F3 Shares (FNWFX)
$1,001 - $15,000
None (or less than $201)
1.6
Columbia Select Large Cap Value Cl I3 (CSRYX)
$15,001 - $50,000
None (or less than $201)
1.7
Goldman Sachs Financial Square Government Fund Class A Shares (FSOXX)
$1,001 - $15,000
None (or less than $201)
1.8
Invesco International Small-Mid Company Fund Class R6 (OSCIX)
$1,001 - $15,000
None (or less than $201)
1.9
Invesco Small Cap Value Fund Class R6 Shares (SMVSX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Money Market Account (Cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
U.S. Bank Account #1 (cash)
$15,001 - $50,000
None (or less than $201)
3
US Credit Union Savings Account (Cash)
$15,001 - $50,000
None (or less than $201)
4
Money Market Account - Joint
4.1
Avantis US Small Cap Value ETF (AVUV)
$1,001 - $15,000
None (or less than $201)
4.2
Cambria Shareholder Yield ETF (SYLD)
$1,001 - $15,000
None (or less than $201)
4.3
Capital Group Core Equity ETF Share Class (CGUS)
$1,001 - $15,000
None (or less than $201)
4.4
Capital Group Dividend Value ETF Share Class (CGDV)
$1,001 - $15,000
None (or less than $201)
4.5
iShares Morningstar Mid-Cap Growth ETF iShares Morningstar Mid-Cap Growth ETF (IMCG)
$1,001 - $15,000
None (or less than $201)
4.6
iShares Russell 1000 Growth ETF (IWF)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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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