Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
1
OMNICOM GROUP RETIREMENT SAVINGS PLAN
1.1
FIAM BLEND TD 2035 T
$100,001 - $250,000
None (or less than $201)
2
Fidelity INDIVIDUAL - TOD
None (or less than $201)
2.1
OMNICOM GROUP INC COM USD0.15
None (or less than $1,001)
Capital Gains Dividends
None (or less than $201)
3
FIDELITY ROTH IRA
3.1
FIDELITY FREEDOM 2030
$15,001 - $50,000
$201 - $1,000
3.2
Fidelity Freedom 2045 Fund (FFFGX)
$100,001 - $250,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2006

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
SteamPunk Inc. (Information Technology Consulting)
salary
2
FIDELITY Rollover IRA
2.1
Strategic Advisers Large Cap Fund Strategic Advisers Large Cap Fund (FALCX)
$500,001 - $1,000,000
$15,001 - $50,000
2.2
Strategic Advisers Short Duration Fund (FAUDX)
$1,001 - $15,000
$201 - $1,000
2.3
Fidelity SAI Inflation-Focused Fund (FIFGX)
$1,001 - $15,000
$201 - $1,000
2.4
Strategic Advisers International Fund (FILFX)
$100,001 - $250,000
$5,001 - $15,000
2.5
Strategic Advisers Core Income Fund (FPCIX)
$250,001 - $500,000
$15,001 - $50,000
2.6
Strategic Advisers Income Opportunities Fund (FPIOX)
$1,001 - $15,000
$1,001 - $2,500
2.7
Strategic AdvisersEmerging Markets Fund (FSAMX)
$50,001 - $100,000
$1,001 - $2,500
2.8
Strategic Advisers Alternatives Fund Strategic Advisers Alternatives Fund (FSLTX)
$1,001 - $15,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account #1
$15,001 - $50,000
Interest
None (or less than $201)
2
U.S. Bank Account #2
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Strategic Advisers Large Cap Fund Strategic Advisers Large Cap Fund (FALCX)
Sale
06/27/2023
$1,001 - $15,000
2
Strategic Advisers Core Income Fund (FPCIX)
Purchase
06/30/2023
$1,001 - $15,000
3
Willscot Corp. (WSC)
Sale
07/14/2023
$1,001 - $15,000
4
Fortinet, Inc. (FTNT)
Sale
07/14/2023
$1,001 - $15,000
5
Strategic Advisers Large Cap Fund Strategic Advisers Large Cap Fund (FALCX)
Purchase
07/14/2023
$15,001 - $50,000
6
Strategic Advisers Core Income Fund (FPCIX)
Purchase
07/31/2023
$1,001 - $15,000
7
Progressive Corp. (PGR)
Sale
08/02/2023
$1,001 - $15,000
8
Meta Platforms Inc. Class A Common Stock (META)
Purchase
08/02/2023
$1,001 - $15,000
9
Strategic Advisers Small-Mid Cap Fund (FSCFX)
Purchase
08/08/2023
$1,001 - $15,000
10
Strategic AdvisersEmerging Markets Fund (FSAMX)
Purchase
08/08/2023
$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
Nothing reported in this section

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