Financial Disclosure Details - OGE Form 278e (05/07/2022)

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
Putnam Sustainable Leaders - A
$15,001 - $50,000
None (or less than $201)
2
American Funds Capital Income Builder -A
$1,001 - $15,000
None (or less than $201)
3
American Funds Growth Fund of America - A
$15,001 - $50,000
None (or less than $201)
4
Invesco Oppenheimer Capital Appreciation Fund Class A
$1,001 - $15,000
None (or less than $201)
5
Invesco Oppenheimer Main Street Fund A
$15,001 - $50,000
None (or less than $201)
6
Invesco Oppenheimer Discovery Fund Class A
$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
Deutsche Croci Equity
$1,001 - $15,000
None (or less than $201)
2
Massachusetts Investors
$15,001 - $50,000
None (or less than $201)
3
MFS Growth Fund Cl A
$1,001 - $15,000
None (or less than $201)
4
University of Southern California
Compensation
5
NBCUniversal LLC
Compensation
6
Department of Justice - Expert Witness
Compensation
7
Aviation Maintenance Magazine
Compensation
8
RTI Consulting
Compensation
9
Clay Lacy Aviation
Compensation
10
Commission on Accreditation of Medical Transport Systems
Compensation

Other Assets and Income

#
Description
Value
Type
Amount
1
Navy Federal Credit Union (Cash Accounts)
$50,001 - $100,000
None (or less than $201)
2
Department of Transportation Credit Union (Cash Accounts)
$15,001 - $50,000
None (or less than $201)
3
Merrill Lynch Money Market Cash Account
$1,001 - $15,000
None (or less than $201)
4
Wells Fargo Cash Account
$50,001 - $100,000
None (or less than $201)
5
BB&T Cash Account
$50,001 - $100,000
None (or less than $201)
6
John Hancock Freedom 529 Funds
6.1
Portfolio 2025-2028
$50,001 - $100,000
None (or less than $201)
7
Nuveen Virginia Muni Bond I
$15,001 - $50,000
None (or less than $201)
8
Rental Property, Alexandria, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
9
Bank of America (Cash Account)
$100,001 - $250,000
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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