Financial Disclosure Details - OGE Form 278e (04/22/2024)

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Small Cap Discovery Fund (FSCRX)
$1,001 - $15,000
None (or less than $201)
2
iShares ESG MSCI USA ETF (ESGU)
$1,001 - $15,000
None (or less than $201)
3
iShares ESG US Aggregate Bond ETF (EAGG)
$1,001 - $15,000
None (or less than $201)
4
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)
$1,001 - $15,000
None (or less than $201)
5
iShares MSCI USA ESG Select ETF (SUSA)
$1,001 - $15,000
None (or less than $201)
6
PIMCO Income Fund Class I-2 Shares (PONPX)
$1,001 - $15,000
None (or less than $201)
7
T Rowe Price New Horizons Fund, Inc (PRNHX)
$1,001 - $15,000
None (or less than $201)
8
US Financial Institution (cash accounts)
$15,001 - $50,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Avantis US Small Cap Value ETF (AVUV)
Purchase
03/21/2023
$1,001 - $15,000
2
Fidelity Small Cap Discovery Fund (FSCRX)
Sale
03/21/2023
$1,001 - $15,000

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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