Financial Disclosure Details - OGE Form 278e (05/15/2023)

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
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
Capital Gains
$1,001 - $2,500
2
LVMHF Moet Hennessy Louis Vuitton
$1,001 - $15,000
Capital Gains
$201 - $1,000
3
Wentworth Street LLC (Real Estate-Boston, MA)
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
4
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
5
Tilray Brands, Inc. (TLRY)
$1,001 - $15,000
None (or less than $201)
6
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
7
PayPal Holdings, Inc. (PYPL)
$1,001 - $15,000
None (or less than $201)
8
Legacy Building LLC
$1,001 - $15,000
investments such as stocks, options, and ETFs
9
Marcus Bank account
$1,001 - $15,000
10
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Amazon.com, Inc. (AMZN)
Sale
12/22/2023
$1,001 - $15,000
2
Tesla, Inc. (TSLA)
Purchase
01/03/2023
$1,001 - $15,000
3
Apple, Inc. (AAPL)
Purchase
01/03/2023
$1,001 - $15,000
4
Tesla, Inc. (TSLA)
Sale
01/27/2023
$1,001 - $15,000
5
BABA
Sale
01/27/2023
$1,001 - $15,000
6
NVDA
Sale
10/10/2022
$1,001 - $15,000
7
Amazon.com, Inc. (AMZN)
Sale
10/11/2022
$1,001 - $15,000
8
Apple, Inc. (AAPL)
Sale
10/24/2022
$1,001 - $15,000
9
Amazon.com, Inc. (AMZN)
Purchase
08/26/2022
$1,001 - $15,000
10
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
09/06/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Loan Depot
$250,001 - $500,000
2017
30 years
2
Commonband
$15,001 - $50,000
2019
49 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
8
This is a family LLC that invests in stocks, options and ETFs. These investments that meet the threshold requirements are also separately captured in the assets section
7
11
The ticker is SQ, which did not appear in the drop down menu
7
16
bought and sold call options
7
20
This should be VOO. Not VOOG.
7
21
The ticker is SQ, which did not appear in the drop down menu

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