Financial Disclosure Details - OGE Form 278e (06/24/2024)

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
1
Arc Health (equity interest)
$1,000,001 - $5,000,000
2
Arc Health salary
Salary
3
IRA: BLACKROCK LIQ FDS FEDFUND-IN - TFDXX
$1,001 - $15,000
$201 - $1,000
4
IRA: CCT THEMATIC EQUITY FUND - THMEX
$500,001 - $1,000,000
$5,001 - $15,000
5
BLACKROCK LIQ FDS FEDFUND-IN - TFDXX
$250,001 - $500,000
$15,001 - $50,000
6
CCT THEMATIC EQUITY FUND - THMEX
$1,000,001 - $5,000,000
$15,001 - $50,000
7
MARYLAND ST GO BDS 2015DTD 08/03/15 4.00% 08/01/26 CALLABLE Aaa
$50,001 - $100,000
$1,001 - $2,500
8
MARYLAND ST STAD AUTH HAGERSTOWN DTD 03/17/22 5.00% 06/01/28 Aa2
$50,001 - $100,000
$1,001 - $2,500
9
MISSOURI JT MUN ELEC UTIL COMMN PWR PROJDTD 10/07/14 5.00 01/01/31 A2
$50,001 - $100,000
$2,501 - $5,000
10
UNIVERSITY TEX PERM UNIV FD PERM UNIV FDDTD 04/01/14 4.00% 07/01/32 Aaa
$50,001 - $100,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
Truist Bank (checking account)
$50,001 - $100,000
Interest
$201 - $1,000
2
Truist Account (spouse's savings and checking)
$100,001 - $250,000
None (or less than $201)
3
Truist Account (child's savings and checking)
$1,001 - $15,000
None (or less than $201)
4
Piraeus Bank (account from the selling of inherited property in Greece)
$100,001 - $250,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
CCT THEMATIC EQUITY FUND THMEX
Purchase
01/23/2023
$50,001 - $100,000
2
JENSEN QUALITY GROWTH FUND - I JENIX
Sale
01/09/2023
$15,001 - $50,000
3
VANGUARD DIVIDEND APPRECIATION ETF VIG
Sale
01/18/2023
$15,001 - $50,000
4
VANGUARD EQUITY INCOME FUND - ADM VEIRX
Sale
01/18/2023
$1,001 - $15,000
5
CCT THEMATIC EQUITY FUND (THMEX)
Purchase
02/22/2023
$50,001 - $100,000
6
CCT THEMATIC EQUITY FUND (THMEX)
Purchase
02/22/2023
$50,001 - $100,000
7
KENTUCKY ECONOMIC DEV FIN 5.00% 07/01/32
Purchase
03/09/2023
$15,001 - $50,000
8
WASHINGTON ST VAR 5.00% 02/01/40
Purchase
03/22/2023
$15,001 - $50,000
9
North Dakota ST HSG FIN 3.75% 07/01/30
Purchase
07/19/2023
$15,001 - $50,000
10
CCT THEMATIC EQUITY FUND THMEX
Sale
07/17/2023
$50,001 - $100,000

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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