Financial Disclosure Details - OGE Form 278e (03/24/2024)

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
Residential real estate, Durham NC
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
2
Deposit accounts in US Banking Institution
$100,001 - $250,000
Interest
$1,001 - $2,500
3
Pax World Mutual Funds, Balanced Fund Investor Class
$250,001 - $500,000
$5,001 - $15,000
4
Vanguard ESG International Stock ETF (VSGX)
$100,001 - $250,000
$1,001 - $2,500
5
Vanguard ESG US Stock ETF (ESGV)
$250,001 - $500,000
$1,001 - $2,500
6
Vanguard ESG U.S. Corporate Bond ETF ETF Shares (VCEB)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Mutual of Omaha, Fixed Annuity
Sale
09/29/2023
$1,001 - $15,000
2
Dreyfuss Third Century Z Fund
Sale
09/05/2023
$250,001 - $500,000
3
Vanguard Rollover IRA Brokerage Account
Purchase
09/08/2023
$250,001 - $500,000
4
Vanguard ESG US Stock ETF (ESGV)
Purchase
12/20/2023
$100,001 - $250,000
5
Vanguard ESG International Stock ETF (VSGX)
Purchase
12/20/2023
$250,001 - $500,000
6
Vanguard ESG U.S. Corporate Bond ETF ETF Shares (VCEB)
Purchase
12/20/2023
$100,001 - $250,000

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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