Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
1
Fidelity ROTH IRA
$15,001 - $50,000
None (or less than $201)
1.1
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
2
Fidelity ROLLOVER IRA
$250,001 - $500,000
None (or less than $201)
2.1
Fidelity Extended Market Index Fund (FSMAX)
$100,001 - $250,000
None (or less than $201)
2.2
Fidelity 500 Index Fund (FXAIX)
$250,001 - $500,000
None (or less than $201)
2.3
Fidelity US Bond Index Fund (FXNAX)
$15,001 - $50,000
None (or less than $201)

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
MITRE Coproration (MITRE is a not-for-profit organization.)
salary
2
Fidelity Goal Planner Roth IRA
$250,001 - $500,000
None (or less than $201)
2.1
Fidelity 500 Index Fund (FXAIX)
$250,001 - $500,000
None (or less than $201)
3
MITRE 401(a)
$250,001 - $500,000
None (or less than $201)
3.1
Fidelity Small Cap Index Fund (FSSNX)
$100,001 - $250,000
None (or less than $201)
3.2
Fidelity Mid Cap Index Fund (FSMDX)
$500,001 - $1,000,000
None (or less than $201)
4
MITRE 403(b)
$1,000,001 - $5,000,000
None (or less than $201)
4.1
Fidelity Intermediate Treasury Bond Index Fund (FUAMX)
$250,001 - $500,000
None (or less than $201)
4.2
FidelityGlobal ex US Index Fund (FSGGX)
$100,001 - $250,000
None (or less than $201)
4.3
Nasdaq-100 Index Fund Direct Share Class (NASDX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Ariel Appreciation Mututal Fund
$15,001 - $50,000
None (or less than $201)
2
Virginia College Savings PlanLSP 529 #1
$15,001 - $50,000
None (or less than $201)
3
Virginia College Savings Plan LSP 529 #2
$15,001 - $50,000
None (or less than $201)
4
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
5
Virginia College Savings Plan LSP #3
$15,001 - $50,000
None (or less than $201)
5.1
Capital Income Builder Class 529-A Shares (CIRAX)
$1,001 - $15,000
None (or less than $201)
5.2
Capital World Growth & Income Fund Class 529-A Shares (CWIAX)
$1,001 - $15,000
None (or less than $201)
6
Virginia College Savings Plan LSP #4
$15,001 - $50,000
None (or less than $201)
6.1
American Funds Fundamental Investors Class 529-A Shares (CFNAX)
$15,001 - $50,000
None (or less than $201)
6.2
AMCAP Fund Class 529-A Shares (CAFAX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$15,001 - $50,000
2021

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
2
All underlying assets are mutual funds.
5
4
All underlying assets are mutual.
6
9.1
This asset was originally purhcased in 2022 and inadvertenly left off prior year reporting.
6
9.2
This asset was purchased originally purchased in 2021 and inadvertenly left off prior year reporting.

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