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
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
USAA Precious Metals and Minerals Fund (USAGX)
$1,001 - $15,000
None (or less than $201)
2
U.S. credit union account (cash)
$50,001 - $100,000
Interest
$201 - $1,000
3
Residential Real Estate St. Augustine, FL
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
4
Residential Real Estate, Washington D.C.
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
5
Charles Schwab Corp - Managed Account
Capital Gains Dividends Interest
$15,001 - $50,000
5.1
Artisan International Small-Mid Instl (APHJX)
$1,001 - $15,000
None (or less than $201)
5.2
Blackrock Advantage Small Cap Core Instl (BDSIX)
$1,001 - $15,000
None (or less than $201)
5.3
Cohen & Steers Real Estate Securities I (CSDIX)
$1,001 - $15,000
None (or less than $201)
5.4
Pimco Real Return Institutional (PRRIX)
$15,001 - $50,000
$201 - $1,000
5.5
TCM Emerging Markets Income I (TGEIX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
USAA Managed Allocation Fund (UMAFX)
Sale
02/28/2022
$15,001 - $50,000
2
Vanguard Growth & Income Fund Admiral Shares (VGIAX)
Sale
01/31/2022
$15,001 - $50,000
3
Baird Aggregate Bond Fund Institutional Class Shares (BAGIX)
Purchase
12/16/2022
$1,001 - $15,000
4
Glenmede Quantitative US Large Cap Growth Equity Portfolio Institutional Class Shares (GTILX)
Purchase
12/12/2022
$1,001 - $15,000
5
Goldman Sachs Emerging Markets Equity Fund Institutional Shares (GEMIX)
Purchase
12/16/2022
$1,001 - $15,000
6
PIMCO StocksPLUS Fund Institutional Class Shares (PSTKX)
Purchase
12/16/2022
$1,001 - $15,000
7
PGIM High Yield Fund Class Z Shares (PHYZX)
Purchase
12/16/2022
$1,001 - $15,000
8
American Funds Bond Fund of America F3 (BFFAX)
Purchase
08/04/2022
$1,001 - $15,000
9
Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)
Purchase
03/02/2022
$1,001 - $15,000
10
Schwab FundamentalEmerging Markets Large Company Index Fund (SFENX)
Purchase
03/17/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$100,001 - $250,000
2009
15 years
2
Nationstar Mortgage
$100,001 - $250,000
2014
15

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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