Financial Disclosure Details - OGE Form 278e (03/05/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
The "L" Group, LLC
Clinton, Maryland
CEO
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The "L" Group, LLC
$15,001 - $50,000
Earnings from consulting - jewelry; coaching and human resources services
$27,254

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
Mass Mutual 401(k), all in Wells Fargo Advantage Dow Jones Target 2034 Fund
$100,001 - $250,000
$201 - $1,000
2
Ameritrade/Charles Schwab
2.1
Amazon.com, Inc. - Common Stock (AMZN)
None (or less than $1,001)
Capital Gains
$1,001 - $2,500
2.2
Apple Inc. - Common Stock (AAPL)
None (or less than $1,001)
Capital Gains
$201 - $1,000
2.3
Grayscale Bitcoin Trust (Btc)
$1,001 - $15,000
None (or less than $201)
2.4
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000
None (or less than $201)
2.5
Netflix, Inc. - Common Stock (NFLX)
$1,001 - $15,000
None (or less than $201)
2.6
Square
$1,001 - $15,000
None (or less than $201)
2.7
Alphabet, Inc. (GOOGL)
None (or less than $1,001)
Capital Gains
$201 - $1,000
3
Airbnb Inc. Class A Common Stock (ABNB)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
PNC Bank Account
$100,001 - $250,000
None (or less than $201)
2
None Suffer Lack Federal Credit Union
$15,001 - $50,000
None (or less than $201)
3
Herring Bank
$1,001 - $15,000
Dividends
$201 - $1,000
4
Transamerica U.S. Growth fund at the Investment Center
$15,001 - $50,000
$201 - $1,000
5
Transamerica Variable Life Insurance, all in Transamerica U.S. Growth fund class A
$100,001 - $250,000
None (or less than $201)
6
Herring Bank
$1,001 - $15,000
None (or less than $201)
7
Wells Fargo Bank
$15,001 - $50,000
None (or less than $201)
8
Transamerica U.S. Growth Fund at the Investment Center
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
GENERAL MOTORS CO
Purchase
11/29/2023
$1,001 - $15,000
2
ELI Lilly & CO
Sale
11/17/2023
$1,001 - $15,000
3
SOFI TECHNOLOGIES INC
Sale
11/16/2023
$1,001 - $15,000
4
ELI Lilly & CO
Sale
11/16/2023
$1,001 - $15,000
5
NVIDIA CORP
Sale
11/16/2023
$1,001 - $15,000
6
ELI Lilly & CO
Purchase
11/15/2023
$1,001 - $15,000
7
ELI Lilly & CO
Purchase
11/14/2023
$1,001 - $15,000
8
ELI Lilly & CO
Purchase
11/14/2023
$1,001 - $15,000
9
ELI Lilly & CO
Purchase
11/13/2023
$1,001 - $15,000
10
GOOGLE, Inc
Sale
11/10/2023
$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
1
1
filer's work with Paparazzi Accessories is now conducted under the aegis of the "L Group, LLC."
6
4
at the Investment Center added to the name.

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