Financial Disclosure Details - OGE Form 278e (05/07/2023)

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
Joint account, money market, Insured Cash Account
$250,001 - $500,000
None (or less than $201)
2
Joint Account, savings cash TD Bank
$1,001 - $15,000
None (or less than $201)
3
First Trust US Equity Opportunities ETF (FPX)
$1,001 - $15,000
None (or less than $201)
4
Invesco S&P MidCap Momentum ETF (XMMO)
$1,001 - $15,000
None (or less than $201)
5
Invesco S&P SmallCap Momentum ETF (XSMO)
$1,001 - $15,000
None (or less than $201)
6
Invesco S&P 500 Revenue ETF (RWL)
$1,001 - $15,000
None (or less than $201)
7
iShares TIPS Bond ETF (TIP)
$50,001 - $100,000
None (or less than $201)
8
iShares 0-5 Year TIPS Bond ETF (STIP)
$50,001 - $100,000
None (or less than $201)
9
Invesco Buyback Achievers ETF (PKW)
$1,001 - $15,000
None (or less than $201)
10
Invesco QQQ Trust, Series 1 (QQQ)
$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
First Trust US Equity Opportunities ETF (FPX)
$1,001 - $15,000
None (or less than $201)
2
Invesco S&P MidCap Momentum ETF (XMMO)
None (or less than $1,001)
None (or less than $201)
3
Invesco S&P SmallCap Momentum ETF (XSMO)
None (or less than $1,001)
None (or less than $201)
4
IRA, T. Rowe Price Retirement 2005 Fund, TRRFX
$100,001 - $250,000
None (or less than $201)
5
iShares TIPS Bond ETF (TIP)
$1,001 - $15,000
None (or less than $201)
6
iShares 0-5 Year TIPS Bond ETF (STIP)
$1,001 - $15,000
None (or less than $201)
7
Invesco S&P 500 Revenue ETF (RWL)
$1,001 - $15,000
$201 - $1,000
8
Insured Cash Account
$1,001 - $15,000
None (or less than $201)
9
Invesco S&P MidCap Low Volatility ETF (XMLV)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
Nothing reported in this section

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
Nothing reported in this section

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