Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
NFS/FMTC ROLLOVER IRA FBO #1
1.1
AMCAP FUND A - AMCPX
$15,001 - $50,000
None (or less than $201)
1.2
FIDELITY ADV MID CAP VALUE C - FMPEX
$15,001 - $50,000
None (or less than $201)
1.3
GLOBAL FUND A - OPPAX
$1,001 - $15,000
None (or less than $201)
1.4
INTERMEDIATE BOND FUND OF AMERICA- A - AIBAX
$15,001 - $50,000
None (or less than $201)
1.5
US Brokerage Account (cash)
$1,001 - $15,000
None (or less than $201)
1.6
Fidelity Advisor Mid Cap Value Fund Class A Shares (FMPAX)
$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
NFS/FMTC ROLLOVER IRA FBO #2
1.1
DODGE & COX INTERNATIONAL STOCK - DODFX
$15,001 - $50,000
None (or less than $201)
1.2
FIDELITY CONTRAFUND FD - FCNTX
$50,001 - $100,000
None (or less than $201)
1.3
CARILLON EAGLE MIDCAP GROWTH FUND CLASS I - HAGIX
$1,001 - $15,000
None (or less than $201)
1.4
PRUDENTIAL TOTAL RETURN BOND CL Z - PDBZX
$15,001 - $50,000
None (or less than $201)
1.5
SCIENCE & TECH OPPS - BGSIX
$15,001 - $50,000
None (or less than $201)
1.6
US Brokerage Account (Cash)
$1,001 - $15,000
None (or less than $201)
1.7
American Funds Strategic Bond Fund Class F2 Shares (ANBFX)
$15,001 - $50,000
None (or less than $201)
1.8
New World Fund, Inc Class F2 Shares (NFFFX)
$15,001 - $50,000
None (or less than $201)
1.9
SPDR S&P 500 ETF Trust (SPY)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
LIFE INSURANCE #1 - AMERITAS LIFE INSURANCE CORP (variable life)
1.1
CALVERT VP S&P 500 INDEX
$15,001 - $50,000
None (or less than $201)
2
LIFE INSURANCE - #2- AMERITAS LIFE INSURANCE CORP (variable life)
2.1
CALVERT VP S&P 500 INDEX
$15,001 - $50,000
None (or less than $201)
3
Virginia College Savings Plan /COLLEGEAMERICA #1
3.1
American Funds EuroPacific Gr 529A - CEUAX
None (or less than $1,001)
None (or less than $201)
3.2
AMERICAN FUNDS FUNDAMENTL INVS 529A - CFNAX
None (or less than $1,001)
None (or less than $201)
3.3
AMERICAN FUNDS GR FND OF AMERICA 529A - CGFAX
$1,001 - $15,000
None (or less than $201)
3.4
American Funds New World 529A - CNWAX
None (or less than $1,001)
None (or less than $201)
3.5
American Funds Inflation Linked Bond Fund Class 529-C Shares (CNLCX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
CyberArk Software Ltd. Ordinary Shares (CYBR)
Purchase
01/10/2023
$1,001 - $15,000
2
Okta, Inc. (OKTA)
Sale
09/22/2023
$1,001 - $15,000
3
Fidelity Advisor Mid Cap Value Fund Class C Shares (FMPEX)
Purchase
11/20/2023
$1,001 - $15,000
4
Fidelity Advisor Mid Cap Value Fund Class A Shares (FMPAX)
Sale
11/20/2023
$1,001 - $15,000
5
Gabelli Small Cap Growth Fund Class I Shares (GACIX)
Purchase
10/17/2023
$1,001 - $15,000
6
Ivy Mid Cap Income Opportunities Fund Class I Shares (IVOIX)
Purchase
03/23/2023
$1,001 - $15,000
7
New World Fund, Inc Class F2 Shares (NFFFX)
Purchase
03/23/2023
$1,001 - $15,000
8
Growth Fund of America Class A Shares (AGTHX)
Purchase
12/18/2023
$1,001 - $15,000
9
Invesco Floating Rate Fund Class Y Shares (AFRYX)
Purchase
09/26/2023
$15,001 - $50,000
10
ThornburgGlobal Opportunities Fund Class I Shares (THOIX)
Purchase
11/15/2023
$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

Do you have information about Katie McCulloch that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved