Financial Disclosure Details - OGE Form 278e (04/17/2023)

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
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
Steptoe & Johnson, LLP (law firm)
salary
2
Steptoe & Johnson, LLP (401k retirement account)
2.1
American Fds Europacific Gr R6
None (or less than $1,001)
None (or less than $201)
2.2
American Fundamental R6
None (or less than $1,001)
None (or less than $201)
2.3
American Fds Washington Mutual
None (or less than $1,001)
None (or less than $201)
2.4
American Growth Fd of America R6
None (or less than $1,001)
None (or less than $201)
2.5
State St Russell Sm/Mid Cp Indx
None (or less than $1,001)
None (or less than $201)
2.6
State Street Global All Cap Equity Ex-US Idx
None (or less than $1,001)
None (or less than $201)
2.7
State St Bnd Indx
None (or less than $1,001)
None (or less than $201)
3
IRA Contributory account

Other Assets and Income

#
Description
Value
Type
Amount
1
First Eagle Overseas Fund
$100,001 - $250,000
$5,001 - $15,000
2
IBM Corp
$50,001 - $100,000
Dividends
$1,001 - $2,500
3
JP Morgan Diversified Mid Cap Growth Fund
$15,001 - $50,000
$2,501 - $5,000
4
TCW Relative Value Dividend Appreciation Fund
$50,001 - $100,000
$5,001 - $15,000
5
Vanguard Growth Index Admiral Shares
$100,001 - $250,000
$1,001 - $2,500
6
Verizon Communications Inc
$15,001 - $50,000
Dividends
$1,001 - $2,500
7
Vanguard Value Index Fund Admiral Shares
$100,001 - $250,000
$1,001 - $2,500
8
Vanguard Small Cap Index Fund Admiral Shares
$15,001 - $50,000
$201 - $1,000
9
U.S. brokerage money market account (cash)
$50,001 - $100,000
None (or less than $201)
10
Harbor Capital Appreciation Fund
$100,001 - $250,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
VANGUARD FTSE DEVELOPED MARKETS ETF
Sale
11/29/2022
$15,001 - $50,000
2
Vanguard Total International Stock Index Fund ETF Shares (VXUS)
Purchase
11/29/2022
$15,001 - $50,000

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
5
1
employment ended July 30, 2022
5
2
retirement account rolled over into IRA Contributory account upon completion of Steptoe employment on 07/30/2022
6
17
sold November 2022
6
18
bought November 2022

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