Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
Robert Bosch 401k
1.1
NT Emerging Markets
$15,001 - $50,000
None (or less than $201)
1.2
NT EXT Mkt Inx NL 4
$15,001 - $50,000
None (or less than $201)
1.3
NT S&P 500 Idz NL 4
$15,001 - $50,000
1.4
TRP Struc Rsrch TR D
$50,001 - $100,000
1.5
NT Easfe Idx NL 4
$15,001 - $50,000
1.6
NT R1000 GR Idx NL 4
$1,001 - $15,000
1.7
Invesco Stable Value
$1,001 - $15,000
1.8
NT Aggr BD Idx NL 4
$15,001 - $50,000
1.9
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 Shares (ERASX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account (Cash) Checking, Savings and Certificate of Deposit Accounts
$100,001 - $250,000
Interest
$1,001 - $2,500
2
D.C. College Savings Plan #1
2.1
U.S. Total Stock Market Index
$1,001 - $15,000
None (or less than $201)
2.2
Non-U.S. Total Stock
$1,001 - $15,000
None (or less than $201)
3
D.C. College Savings Plan #2
3.1
U.S. Total Stock Market Index
$1,001 - $15,000
None (or less than $201)
3.2
Non-U.S. Total Stock Market Index
$1,001 - $15,000
None (or less than $201)
4
Fidelity Blue Chip Growth
$15,001 - $50,000
$201 - $1,000
5
iShares Core S&P Total US Stock Market ETF (ITOT)
$100,001 - $250,000
$2,501 - $5,000
6
iShares Russell 2000 ETF (IWM)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BND
Purchase
11/16/2023
$1,001 - $15,000
2
BNDC
Sale
11/16/2023
$1,001 - $15,000
3
PARWX
Purchase
11/16/2023
$1,001 - $15,000
4
SPMB
Purchase
11/16/2023
$1,001 - $15,000
5
VMBS
Sale
11/16/2023
$1,001 - $15,000
6
APDYX
Sale
06/21/2023
$1,001 - $15,000
7
FCVIX
Purchase
06/21/2023
$1,001 - $15,000
8
NUSC
Purchase
06/21/2023
$1,001 - $15,000
9
PARWX
Sale
06/21/2023
$1,001 - $15,000
10
SUSA
Purchase
06/21/2023
$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
Filer's Information
1
Holding two roles concurrently from March 2023 to present
6
13
found error in prior year that listed 2030 instead of 2036 as the year

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