Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
IRA:
1.1
U.S. brokerage money market account (cash)
$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
ROTH IRA
1.1
Fidelity SAI International Index Fund (FIONX)
$15,001 - $50,000
None (or less than $201)
1.2
Fidelity SAI US Value Index Fund (FSWCX)
$1,001 - $15,000
None (or less than $201)
1.3
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
1.4
Fidelity Extended Market Index Fund (FSMAX)
$15,001 - $50,000
None (or less than $201)
1.5
Fidelity SAI Inflation-Focused Fund (FIFGX)
$1,001 - $15,000
None (or less than $201)
1.6
Strategic Advisers FidelityEmerging Markets Fund (FGOMX)
$1,001 - $15,000
None (or less than $201)
1.7
Fidelity SAI International Quality Index Fund Fidelity SAI International Quality Index Fund (FQITX)
$1,001 - $15,000
None (or less than $201)
1.8
Fidelity SAI International Momentum Index Fund Fidelity SAI International Momentum Index Fund (FITMX)
$1,001 - $15,000
None (or less than $201)
1.9
Fidelity SAI International Value Index Fund (FIWCX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Asset Manager 50% Fund (FASMX)
$100,001 - $250,000
$5,001 - $15,000
2
U.S. bank #1 (cash)
$250,001 - $500,000
Interest
$201 - $1,000
3
U.S. credit union #1 (cash)
$15,001 - $50,000
None (or less than $201)
4
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. bank #3 (cash)
$15,001 - $50,000
None (or less than $201)
6
U.S. bank #4 (cash)
$100,001 - $250,000
None (or less than $201)
7
U.S. brokerage money market account (cash)
$100,001 - $250,000
None (or less than $201)
8
Fidelity Conservative Income Municipal Bond Fund Institutional Class Shares (FMNDX)
$1,001 - $15,000
None (or less than $201)
9
Fidelity Emerging Markets Index Fund (FPADX)
$15,001 - $50,000
None (or less than $201)
10
Fidelity SAI US Treasury Bond Index Fund (FUTBX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Sale
11/07/2022
$1,001 - $15,000
2
Fidelity Asset Manager 50% (FASMX)
Purchase
10/07/2022
$1,001 - $15,000
3
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Sale
11/07/2022
$1,001 - $15,000
4
Schwab International Equity ETF (SCHF)
Sale
11/07/2022
$1,001 - $15,000
5
iShares National Muni Bond ETF (MUB)
Purchase
11/07/2022
$15,001 - $50,000
6
iShares Edge MSCI USA Momentum Factor ETF (MTUM)
Purchase
11/07/2022
$1,001 - $15,000
7
iShares Core S&P 500 ETF (IVV)
Sale
11/07/2022
$1,001 - $15,000
8
iShares US Treasury Bond ETF (GOVT)
Purchase
11/07/2022
$15,001 - $50,000
9
Fidelity SAI US Treasury Bond Index Fund (FUTBX)
Sale
11/07/2022
$1,001 - $15,000
10
Fidelity Extended Market Index Fund (FSMAX)
Sale
11/07/2022
$1,001 - $15,000

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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