Financial Disclosure Details - OGE Form 278e (04/29/2024)

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
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
U.S. bank #1
$100,001 - $250,000
Interest
None (or less than $201)
2
Oakmark Fund Institutional Class Shares (OANMX)
$15,001 - $50,000
$201 - $1,000
3
Virtus Newfleet Multi-Sector Short Term Bond Fund Class I Shares (PIMSX)
$15,001 - $50,000
$201 - $1,000
4
Oakmark Fund Institutional Class Shares (OANMX)
$50,001 - $100,000
$201 - $1,000
5
TCW Core Fixed Income Fund Class I Shares (TGCFX)
$15,001 - $50,000
$201 - $1,000
6
New Economy Fund Class F2 Shares (NEFFX)
$15,001 - $50,000
$201 - $1,000
7
American SMALLCAP World Fund, Inc Class F2 Shares (SMCFX)
$50,001 - $100,000
$201 - $1,000
8
EuroPacific Growth Fund Class F2 Shares (AEPFX)
$50,001 - $100,000
$1,001 - $2,500
9
Capital Income Builder Class F2 Shares (CAIFX)
$15,001 - $50,000
$1,001 - $2,500
10
AMCAP Fund Class F2 Shares (AMCFX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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