Financial Disclosure Details - OGE Form 278e (04/05/2024)

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
Retirement Roth Conversion IRA
1.1
U.S. Brokerage Money Market
None (or less than $1,001)
None (or less than $201)
1.2
SA Emerging Markets Value Fund (SAEMX)
None (or less than $1,001)
None (or less than $201)
1.3
SA Global Fixed Income Fund (SAXIX)
$1,001 - $15,000
None (or less than $201)
1.4
SA International Value Fund (SAHMX)
$1,001 - $15,000
None (or less than $201)
1.5
SA International Small Company Fund (SAISX)
$1,001 - $15,000
None (or less than $201)
1.6
SA US Fixed Income Fund (SAUFX)
$1,001 - $15,000
None (or less than $201)
1.7
SA US Small Company Fund (SAUMX)
$1,001 - $15,000
None (or less than $201)
1.8
SA US Core Market Fund (SAMKX)
$1,001 - $15,000
None (or less than $201)
1.9
SA US Value Fund (SABTX)
$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
Retirement Roth Conversion
1.1
SA Emerging Markets Value Fund (SAEMX)
$1,001 - $15,000
None (or less than $201)
1.2
SA Global Fixed Income Fund (SAXIX)
$1,001 - $15,000
None (or less than $201)
1.3
SA International Value Fund (SAHMX)
$1,001 - $15,000
None (or less than $201)
1.4
SA International Small Company Fund (SAISX)
$1,001 - $15,000
None (or less than $201)
1.5
SA Real Estate Securities Fund (SAREX)
$1,001 - $15,000
None (or less than $201)
1.6
SA US Fixed Income Fund (SAUFX)
$1,001 - $15,000
None (or less than $201)
1.7
SA US Small Company Fund (SAUMX)
$1,001 - $15,000
None (or less than $201)
1.8
SA US Core Market Fund (SAMKX)
$1,001 - $15,000
None (or less than $201)
1.9
SA US Value Fund (SABTX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S financial institution Checking Account
$15,001 - $50,000
None (or less than $201)
2
High Performance Money Market Account
$15,001 - $50,000
None (or less than $201)
3
529 College #1
3.1
American Funds New World 529 Non-US Stocks (CNWAX)
None (or less than $1,001)
None (or less than $201)
3.2
American Funds Smallcap World 529A US Stocks (CSPAX)
$1,001 - $15,000
None (or less than $201)
3.3
Capital World Growth and Income-529A Non- US Stocks (CWIAX)
$1,001 - $15,000
None (or less than $201)
3.4
American High-Income Trust-529A (CITAX)
$1,001 - $15,000
None (or less than $201)
3.5
Capital Income Builder Class 529-A Shares (CIRAX)
$1,001 - $15,000
None (or less than $201)
3.6
American Funds Fundamental Investors Class 529-A Shares (CFNAX)
$1,001 - $15,000
None (or less than $201)
3.7
Global Balanced Fund- 529A (CBFAX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
New Perspective Fund Class 529-A Shares (CNPAX)
Sale
11/16/2023
$1,001 - $15,000
2
Washington Mutual Investors Fund Class 529- A Shares (CWMAX)
Purchase
11/16/2023
$1,001 - $15,000
3
SAEmerging Markets Value Fund (SAEMX)
Purchase
05/26/2023
$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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