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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Columbian Condominium Association
Washington, District of Columbia
Treasurer
Present

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
1
Storycraft Lab (Exhibition Design and Event Planning)
salary
2
IRA
2.1
Fidelity US Sustainability Index Fund (FITLX)
$15,001 - $50,000
2.2
Fidelity NASDAQ Composite Index Fund (FNCMX)
$50,001 - $100,000
2.3
Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
$1,001 - $15,000
2.4
Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE)
$1,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank Account #1
$1,001 - $15,000
None (or less than $201)
2
Community Reinvestment Act Qualified Investment Fund CRA Class Shares (CRAIX)
$1,001 - $15,000
None (or less than $201)
3
Calvert Bond Fund Class A Shares (CSIBX)
$1,001 - $15,000
None (or less than $201)
4
Fidelity US Sustainability Index Fund (FITLX)
$100,001 - $250,000
$201 - $1,000
5
Fidelity NASDAQ Composite Index Fund (FNCMX)
$100,001 - $250,000
$201 - $1,000
6
Nuveen ESG US Aggregate Bond ETF (NUBD)
$1,001 - $15,000
None (or less than $201)
7
Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE)
$50,001 - $100,000
$1,001 - $2,500
8
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
$201 - $1,000
9
U.S. bank Account #2
$50,001 - $100,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mohela
$100,001 - $250,000
2010
10 years

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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