Financial Disclosure Details - OGE Form 278e (05/13/2022)

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
Roth IRA
1.1
Schwab U.S. Broad Market ETF (SCHB)
$15,001 - $50,000
None (or less than $201)
1.2
Schwab Target 2040 Fund (SWERX)
$1,001 - $15,000
None (or less than $201)
2
IRA
2.1
Kellogg (K)
$1,001 - $15,000
None (or less than $201)
2.2
Harding Loevner Global Equity Portfolio Advisor Class Mutual Fund (HLMGX)
$1,001 - $15,000
None (or less than $201)
2.3
Schwab Target 2040 Fund (SWERX)
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard S&P Small-Cap 600 Growth Index Fund ETF (VIOG)
$15,001 - $50,000
None (or less than $201)
2.5
AllianzGI Convertible Fund Class A Shares (ANZAX)
$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
Roth IRA
1.1
Retirement - Metropolitan West Total Return Bond Fund Class (MWTRX)
$1,001 - $15,000
None (or less than $201)
1.2
Retirement - Schwab Core Equity Fund (SWANX)
$15,001 - $50,000
None (or less than $201)
1.3
Retirement - T. Rowe Price Retirement 2040 Fund (TRRDX)
$15,001 - $50,000
None (or less than $201)
1.4
Retirement - Vanguard Small-Cap Growth ETF (VBK)
$1,001 - $15,000
None (or less than $201)
1.5
Retirement - Dodge & Cox Global Stock Fund (DODWX)
$1,001 - $15,000
None (or less than $201)
2
403B: Center for Strategic and International Studies
2.1
Retirement - Schwab S&P 500 Index Fund (SWPPX)
$15,001 - $50,000
None (or less than $201)
2.2
Retirement - CREF Stock R2
$100,001 - $250,000
None (or less than $201)
2.3
Retirement - CREF Growth R2
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage
1.1
Anheuser Busch (BUD)
$15,001 - $50,000
None (or less than $201)
1.2
CVS Health Corp. (CVS)
$1,001 - $15,000
Dividends
None (or less than $201)
1.3
Energy Transfer LP (ET)
$15,001 - $50,000
Dividends
None (or less than $201)
1.4
Exxon Mobil Corp. (XOM)
$1,001 - $15,000
Dividends
None (or less than $201)
1.5
Nissan Motor Co (NSANY)
$1,001 - $15,000
None (or less than $201)
1.6
Pilgrim's Pride Corp. (PPC)
$15,001 - $50,000
None (or less than $201)
1.7
Procter & Gamble Co. (PG)
None (or less than $1,001)
None (or less than $201)
1.8
Roche Hldg (RHHBY)
$1,001 - $15,000
Dividends
None (or less than $201)
1.9
Schlumberger NV (SLB)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Tenneco, Inc. (TEN)
Purchase
03/01/2021
$1,001 - $15,000
2
Anheuser-Busch (BUD)
Purchase
10/04/2021
$1,001 - $15,000
3
WW International, Inc. (WW)
Purchase
10/12/2021
$1,001 - $15,000
4
Schwab US Large-Cap Growth ETF (SCHG)
Purchase
11/26/2021
$50,001 - $100,000
5
Schwab US Large-Cap Growth ETF (SCHG)
Purchase
11/26/2021
$50,001 - $100,000
6
VMware, Inc. (VMW)
Sale
10/27/2021
$15,001 - $50,000
7
Verizon Communications, Inc. (VZ)
Sale
10/28/2021
$15,001 - $50,000
8
Hanesbrands, Inc. (HBI)
Purchase
10/12/2021
$1,001 - $15,000
9
Procter & Gamble Co. (PG)
Sale
12/03/2021
$1,001 - $15,000
10
VMware, Inc. (VMW)
Purchase
09/23/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Federal Home Loan Mortgage Corporation
$500,001 - $1,000,000
2020
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
VA 529E Parent Account held for Dependent Beneficiary

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