Financial Disclosure Details - OGE Form 278e (04/04/2024)

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
Fidelity IRA: Intermediate Bond (FTHRX)
$1,001 - $15,000
None (or less than $201)
2
Fidelity IRA: Value Strategies (FSLSX)
$15,001 - $50,000
None (or less than $201)
3
Fidelity IRA: Fidelity Fund (FFIDX)
$1,001 - $15,000
None (or less than $201)
4
Fidelity IRA: Government Money Market (SPAXX)
$1,001 - $15,000
None (or less than $201)
5
Fidelity IRA: International Cap Appreciation (FIVFX)
$1,001 - $15,000
None (or less than $201)
6
Fidelity 401(k): NTGI-QM Collective Daily Emerging Markets
$1,001 - $15,000
None (or less than $201)
7
Fidelity 401(k): Fidelity Diversified International K6
$1,001 - $15,000
None (or less than $201)
8
Fidelity 401(k): TRP Inst LgCp Core
$15,001 - $50,000
None (or less than $201)
9
Fidelity 401(k): WF Stable Value Q
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of America Checking Account
$1,001 - $15,000
None (or less than $201)
2
3M Common Stock
$1,001 - $15,000
None (or less than $201)
3
529 Account: DC College Savings 2028 Portfolio
$15,001 - $50,000
None (or less than $201)
4
529 Account: Intermediate Term Bond Portfolio
$1,001 - $15,000
None (or less than $201)
5
529 Account: Principal Protected Portfolio
$100,001 - $250,000
None (or less than $201)
6
529 Account: Intermediate Term Bond Portfolio
$50,001 - $100,000
None (or less than $201)
7
DC College Savings: Principal Protected Portfolio
$15,001 - $50,000
None (or less than $201)
8
529 Account: DC College Savings in College Portfolio
$15,001 - $50,000
None (or less than $201)
9
529 Account: DC College Savings in College Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
529 Account: Intermediate Term Bond Portfolio
Sale
07/06/2023
$1,001 - $15,000
2
529 account: DC College Savings in College
Sale
07/06/2023
$1,001 - $15,000
3
529 account:Intermediate Term Bond Portfolio
Sale
11/27/2023
$1,001 - $15,000
4
529 account: DC College Savings in College
Sale
11/27/2023
$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
Nothing reported in this section

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