Financial Disclosure Details - OGE Form 278e (03/08/2024)

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 - Education Savings Trust - Chesapeake
$100,001 - $250,000
$2,501 - $5,000
2
Virginia 529 - Education Savings Trust - Chesapeake
$50,001 - $100,000
$2,501 - $5,000
3
US Banking Institution #1 (Savings account)
$50,001 - $100,000
Interest
$201 - $1,000
4
US Banking Institution #2 (Savings account)
$1,001 - $15,000
Interest
None (or less than $201)
5
Vanguard 500 Index Admiral Shares (VFIAX)
$100,001 - $250,000
$1,001 - $2,500
6
Vanguard Short-Term Investment-Grade Fund - Investor Shares (VFSTX)
$50,001 - $100,000
$201 - $1,000
7
US Banking Institution #3 (Checking account)
$1,001 - $15,000
Interest
None (or less than $201)
8
US Banking Institution #3 (Savings account)
$1,001 - $15,000
Interest
None (or less than $201)
9
Vanguard Mid-Cap Index Admiral Shares
$50,001 - $100,000
$201 - $1,000
10
Treasury I Bonds`
$1,001 - $15,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Target Retirement 2070 Fund Investor Shares (VSVNX)
Purchase
07/18/2023
$1,001 - $15,000
2
Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX)
Sale
05/03/2023
$1,001 - $15,000
3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Purchase
07/18/2023
$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
6
12
Inadvertent omission - oversight that this fund was not reported in 2023
6
13
Inadvertent omission - oversight that this fund was not reported in 2023
6
14
Inadvertent omission - oversight that this fund was not reported in 2023
6
17
Inadvertent omission - oversight that this fund was not reported in 2023

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