Financial Disclosure Details - OGE Form 278e (06/13/2024)

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
Charles Schwab
1.1
IRA
$1,001 - $15,000
None (or less than $201)
2
centene corporation
2.1
401-K
$100,001 - $250,000
None (or less than $201)
3
Rollover IRA
3.1
IRA - Fidelity
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
st. louis, Missouri
The plan sponsor discontinued contributions after my separation in 2022.
2/2019

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
Meta
$500,001 - $1,000,000
salary, bonus
2
Meta Platforms Inc. stock
$250,001 - $500,000
Dividends
None (or less than $201)
3
Microsoft corp stock
$50,001 - $100,000
Dividends
$201 - $1,000
4
Rollover IRA #1
4.1
Fidelity Rollover IRA
$100,001 - $250,000
None (or less than $201)
5
Fidelity SEP IRA
$1,001 - $15,000
None (or less than $201)
5.1
Fidelity SEP IRA
$1,001 - $15,000
None (or less than $201)
6
Fidelity 401K
6.1
Fidelity 401K
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Marcus Savings Account
$50,001 - $100,000
Interest
$201 - $1,000
2
Wealthfront Savings
$250,001 - $500,000
Interest
$201 - $1,000
3
Wealthfront Savings
$15,001 - $50,000
Interest
$201 - $1,000
4
checking account
$15,001 - $50,000
None (or less than $201)
5
Wells Fargo savings account
$1,001 - $15,000
None (or less than $201)
6
Rental property
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
7
529 plan 1
$15,001 - $50,000
None (or less than $201)
8
529 plan 2
$15,001 - $50,000
None (or less than $201)
9
529 plan 3
$1,001 - $15,000
None (or less than $201)
10
iShares US Treasury Bond
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Meta Platforms Inc. Class A Common Stock (META)
Sale
11/07/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Delta Credit
$15,001 - $50,000
2023
5 years
2
TIAA
$250,001 - $500,000
2015
10-year ARM

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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