Financial Disclosure Details - OGE Form 278e (06/20/2024)

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
1
Schwab IRA Rollover Deposit Account (Cash Account)
$1,001 - $15,000
None (or less than $201)
2
Schwab MarketTrack Growth Portfolio Fund (SWHGX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Capital Income Builder; F2 (CAIFX)
$50,001 - $100,000
$201 - $1,000
2
Capital World Growth and Income Fund (CWGIX)
$100,001 - $250,000
$201 - $1,000
3
Franklin Growth Fund - Advisor Class (FCGAX)
$100,001 - $250,000
None (or less than $201)
4
Franklin Rising Dividends Fund (FRDTX) - Advisor C
$250,001 - $500,000
$201 - $1,000
5
Goldman Sachs Balanced Strategy Portfolio - Institutional (GIPIX)
$50,001 - $100,000
$201 - $1,000
6
Goldman Sachs Growth & Income Strategy Portfolio - Institutional (GOIIX)
$15,001 - $50,000
$201 - $1,000
7
The Income Fund of America (AMECX)
$50,001 - $100,000
$2,501 - $5,000
8
Vanguard Equity Income Fund (VEIPX)
$100,001 - $250,000
$2,501 - $5,000
9
Raytheon Company/RTX
$1,001 - $15,000
Dividends
$201 - $1,000
10
MetLife, Inc. (MET)
$1,001 - $15,000
Dividends
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
6
5
This fund is listed as GS Income Builder with my financial advisor. I have sought clarification, but apparently I may have misnamed it previously.
6
11
I was not aware of this asset, originally held in UGMA form, until my mother passed away in 2013. It has not yet been converted from UGMA to my ownership.

Do you have information about Mark Raza that is missing from this database?

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