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
IRA
1.1
Brown Capital Management Small Company Fund Institutional Share (BCSSX)
$1,001 - $15,000
None (or less than $201)
1.2
Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX)
$1,001 - $15,000
None (or less than $201)
1.3
FMI International Fund Institutional Class Share (FMIYX)
$1,001 - $15,000
$201 - $1,000
1.4
Fidelity Advisor Total Bond Fund Class I Shares (FEPIX)
$1,001 - $15,000
None (or less than $201)
1.5
Goldman Sachs International Small Cap Insights Fund Institutional Class Shares (GICIX)
$1,001 - $15,000
None (or less than $201)
1.6
Oakmark Select Fund Advisor Class Shares (OAYLX)
$1,001 - $15,000
None (or less than $201)
1.7
New World Fund, Inc Class F2 Shares (NFFFX)
$1,001 - $15,000
None (or less than $201)
1.8
Parnassus Mid Cap Fund Institutional Class Shares (PFPMX)
$1,001 - $15,000
None (or less than $201)
1.9
PIMCO Income Fund Class I-2 Shares (PONPX)
$1,001 - $15,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will not participate in this defined contribution plan after my separation.
1/2012

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank (Cash)
$1,001 - $15,000
None (or less than $201)
2
Northwestern Mutual Whole Life Plus 100
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
USAA
$15,001 - $50,000
2023
5 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
In July 2022, I moved this account from the DC Government 457b to an IRA at a different financial institution.

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