Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
IRA #2
1.1
Touchstone Investments Focused Fund Class Y (TFFYX)
$15,001 - $50,000
$201 - $1,000
2
IRA #1
2.1
Federated Government Ultrashort Duration Fund Institutional Shares (FGUSX)
$1,001 - $15,000
None (or less than $201)
2.2
AmrFunds New Perspective SA34 (ANWPX)
$15,001 - $50,000
None (or less than $201)
2.3
Dimensional Core Equity 1 SA11 (DFEOX)
$50,001 - $100,000
$201 - $1,000
2.4
Fidelity VIPContraFund SA35 (FAVCF)
$50,001 - $100,000
$201 - $1,000
2.5
LVIP Clarion GBL Real Est SA55 (VLCSGSV)
$15,001 - $50,000
None (or less than $201)
2.6
LVIP SSGA S&P 500 Index SA27 (VLSP5SV)
$50,001 - $100,000
$201 - $1,000
2.7
BlackRock Energy & Resources Trust (BGR)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Rental Property - Quarts Hill, CA
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
Rental Property - Lancaster, CA
$50,001 - $100,000
Rent or Royalties
$5,001 - $15,000
3
Microsoft Corp. (MSFT)
$1,001 - $15,000
Dividends
None (or less than $201)
4
Starbucks Corp. (SBUX)
$1,001 - $15,000
Dividends
None (or less than $201)
5
Credit Union Cash Account
$50,001 - $100,000
Interest
None (or less than $201)
6
Lafayette Life (Whole Life Insurance)
$50,001 - $100,000
Interest
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Seterus AKA Mr. Cooper (changed in 2019)
$50,001 - $100,000
2006
30 year
2
Bank of America
$100,001 - $250,000
2003
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
The rent indicated is Annual Rent.
6
2
The amount indicated for rent is Annual rent.

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