Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
Brokerage #1 Traditional IRA
1.1
Apple
$15,001 - $50,000
None (or less than $201)
1.2
Exxon Mobil Corp. (XOM)
$1,001 - $15,000
None (or less than $201)
1.3
Arthur J. Gallagher & Co. (AJG)
$1,001 - $15,000
None (or less than $201)
1.4
Watsco Inc
$1,001 - $15,000
None (or less than $201)
1.5
Republic Services, Inc. (RSG)
$1,001 - $15,000
None (or less than $201)
1.6
CASY Genl Stores
$1,001 - $15,000
None (or less than $201)
1.7
Microsoft Corp. (MSFT)
$1,001 - $15,000
None (or less than $201)
1.8
Atmos Energy
$1,001 - $15,000
None (or less than $201)
1.9
Accenture PLC Ireland
$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
Falls Church City Public Schools
salary
2
CodeVA
salary
3
N.C. State University
salary
4
Brokerage #1 Rollover IRA
$250,001 - $500,000
Dividends
$1,001 - $2,500
4.1
United Health Group
$1,001 - $15,000
None (or less than $201)
4.2
Microsoft Corp
$1,001 - $15,000
None (or less than $201)
4.3
Linde Plc New
$1,001 - $15,000
None (or less than $201)
4.4
Merck & Company
$1,001 - $15,000
None (or less than $201)
4.5
Accenture Plc (ACN)
$1,001 - $15,000
None (or less than $201)
4.6
Waste Management
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Schwab JP Morgan Chase CD
$50,001 - $100,000
Interest
$1,001 - $2,500
2
Schwab Money Market Value Advantage
$100,001 - $250,000
Interest
$5,001 - $15,000
3
US Bank #1 Checking Savings Aggregate
$15,001 - $50,000
Interest
None (or less than $201)
4
U.S. Bank #2 Checking Savings Aggregate
$15,001 - $50,000
Interest
None (or less than $201)
5
529 John Hancock
$100,001 - $250,000
None (or less than $201)
6
529 South Dakota Hi Ed Svg
$100,001 - $250,000
None (or less than $201)
7
#2 ROTH IRA
$1,001 - $15,000
None (or less than $201)
8
#1 ROTH IRA
$1,001 - $15,000
None (or less than $201)
9
Joint Trading Account
$500,001 - $1,000,000
Dividends Interest
$15,001 - $50,000
9.1
Smart Rate Money Market
$100,001 - $250,000
Interest
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Air Products and Chemicals, Inc. (APD)
Purchase
12/04/2023
$1,001 - $15,000
2
Genuine Parts Co. (GPC)
Purchase
12/04/2023
$1,001 - $15,000
3
PepsiCo, Inc. (PEP)
Purchase
12/04/2023
$1,001 - $15,000
4
Target Corp. (TGT)
Sale
12/04/2023
$1,001 - $15,000
5
Texas Instruments Incorporated (TXN)
Purchase
12/04/2023
$1,001 - $15,000
6
Union Pacific Corp. (UNP)
Purchase
12/04/2023
$1,001 - $15,000
7
Walmart, Inc. (WMT)
Purchase
12/04/2023
$1,001 - $15,000
8
Norfolk Southern Corp. (NSC)
Purchase
12/06/2023
$1,001 - $15,000
9
Pfizer Inc. (PFE)
Sale
12/06/2023
$1,001 - $15,000
10
Cintas Corp. (CTAS)
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
2
2.4
Changed name to reflect DRDIX, not DRDIZ as initially reported.
5
4
Updated total income (lower than previously reported).
5
5.1
Corrected name.
5
5.2
Updated name.
6
7
All cash at time of filing.
6
8
Account all cash as of filing date.
6
9.18
Not previously reported in this account.

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