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

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
Schwabb Brokerage IRA 1
1.1
I Shares TR ESG AW MSCI EAFE
$15,001 - $50,000
None (or less than $201)
1.2
ISHARES TR Intl Sel DIV ETF
$15,001 - $50,000
None (or less than $201)
1.3
IShares TR MSCI KLD400 Soc
$50,001 - $100,000
None (or less than $201)
1.4
IShares TR Select Divid ETF
$1,001 - $15,000
None (or less than $201)
1.5
Schwab S&S 500 Index Fund SWPPX
$50,001 - $100,000
None (or less than $201)
1.6
Schwab Strategic TR US Divid
$100,001 - $250,000
None (or less than $201)
1.7
Schwab Strategic TR US SML Cap ETF
$50,001 - $100,000
None (or less than $201)
1.8
Short Duration income A
$15,001 - $50,000
None (or less than $201)
1.9
The Income Fund of America F1
$15,001 - $50,000
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
Mutual of America 403b Thrift
1.1
Calvert VP SRI Balanced Portfolio
$15,001 - $50,000
None (or less than $201)
2
Schwab Brokerage Rosie Roth
2.1
Schwab Market Track Growth Portfolio
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
Nothing reported in this section

Transactions

#
Description
Type
Date
Amount
1
Franklin Virginia Tax-Free Income Fund Advisor Class Shares (FRVZX)
Sale
08/10/2023
$50,001 - $100,000
2
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
08/10/2023
$50,001 - $100,000
3
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Sale
11/03/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Massachussetts Educational Financial Authority
$10,001 - $15,000
2009
20 years
2
Lafayett Federal Credit Union
$10,001 - $15,000
2021
revolving
3
Hyundai Finance
$15,001 - $50,000
2023
48 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
4.2
sold

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