Financial Disclosure Details - OGE Form 278e (04/25/2024)

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
Sunshine Sachs 401K
1.1
JPMorgan US Equity Fund Class R2 Shares (JUEZX)
$1,001 - $15,000
None (or less than $201)
1.2
Invesco Small Cap Equity Fund Class R Shares (SMERX)
$1,001 - $15,000
None (or less than $201)
1.3
Eaton Vance Atlanta Capital SMID-Cap Fund Class R Shares (ERSMX)
$1,001 - $15,000
None (or less than $201)
1.4
American Funds Fundamental Investors Class R1 Shares (RFNAX)
$1,001 - $15,000
None (or less than $201)
1.5
EuroPacific Growth Fund Class R1 Shares (RERAX)
None (or less than $1,001)
None (or less than $201)
1.6
Capital World Growth & Income Fund Class A Shares (CWGIX)
$1,001 - $15,000
None (or less than $201)
1.7
BlackRock Equity Dividend Fund Class R Shares (MRDVX)
$1,001 - $15,000
None (or less than $201)
1.8
Thornburg International Value Fund Class R3 Shares (TGVRX)
$1,001 - $15,000
None (or less than $201)
1.9
Invesco Real Estate Fund Class R Shs (IARRX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sunshine Sachs Morgan & Lylis
Los Angeles, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
12/2014

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
Trust Account #1
1.1
Cash
$15,001 - $50,000
Interest
$1,001 - $2,500
1.2
Connecticut, Bonds
$15,001 - $50,000
Interest
$1,001 - $2,500
1.3
New Hampshire, Bonds
$15,001 - $50,000
Interest
$201 - $1,000
1.4
Wisconsin, Bonds
$15,001 - $50,000
None (or less than $201)
1.5
Seattle, Washington Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
1.6
Baltimore, Maryland, Bond
$15,001 - $50,000
Interest
$201 - $1,000
1.7
Rhode Island, Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
1.8
Virginia, Bond
$15,001 - $50,000
Interest
$201 - $1,000
1.9
District of Columbia, Bond
$15,001 - $50,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
6
1.27
Filer does not participate in any agency work that may directly and predictably affect the financial interest of Google. MDZ 7/15/24.
6
1.28
Filer does not participate in any agency work that may directly and predictably affect the financial interest of Amazon. MDZ 7/15/24.
6
1.131
Filer does not participate in any agency work that may directly and predictably affect the financial interest of Microsoft. MDZ 7/15/24.

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