Financial Disclosure Details - OGE Form 278e (05/10/2024)

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
American Funds Capital Income Builder Class F-2 (CAIFX)
$15,001 - $50,000
None (or less than $201)
2
Hanesbrands, Inc. (HBI)
$1,001 - $15,000
Dividends
None (or less than $201)
3
American SMALLCAP World Fund, Inc Class F2 Shares (SMCFX)
$15,001 - $50,000
None (or less than $201)
4
Growth Fund of America Class F2 Shares (GFFFX)
$50,001 - $100,000
None (or less than $201)
5
Investment Company of America Class F2 Shares (ICAFX)
$50,001 - $100,000
None (or less than $201)
6
Washington Mutual Investors Fund Class F2 Shares (WMFFX)
$1,001 - $15,000
None (or less than $201)
7
Abbott Laboratories (ABT)
$1,001 - $15,000
Dividends
None (or less than $201)
8
AbbVie, Inc. (ABBV)
$1,001 - $15,000
None (or less than $201)
9
Accenture Plc (ACN)
$1,001 - $15,000
None (or less than $201)
10
Ameriprise Financial, Inc. (AMP)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
Nothing reported in this section

Transactions

#
Description
Type
Date
Amount
1
Altria Group, Inc. (MO)
Sale
02/07/2023
$1,001 - $15,000
2
Verizon Communications, Inc. (VZ)
Purchase
02/07/2023
$1,001 - $15,000
3
U.S. Bancorp (USB)
Purchase
02/03/2023
$1,001 - $15,000
4
Swire Pacific ADR Representing Ord Shs Class A (SWRAY)
Sale
05/03/2023
$1,001 - $15,000
5
Capital Income Builder Class F2 Shares (CAIFX)
Sale
05/02/2023
$15,001 - $50,000
6
Investment Company of America Class F2 Shares (ICAFX)
Sale
05/02/2023
$15,001 - $50,000
7
Washington Mutual Investors Fund Class F2 Shares (WMFFX)
Sale
05/02/2023
$15,001 - $50,000
8
iShares Core US Aggregate Bond ETF (AGG)
Purchase
08/03/2023
$1,001 - $15,000
9
Medtronic Plc (MDT)
Sale
10/10/2023
$1,001 - $15,000
10
WEC Energy Group, Inc. (WEC)
Purchase
10/10/2023
$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
5
48
lumber sales
5
51
asset acquired in 2022. Transaction was reported timely on 278T and included on Part 7 of last year's report, but filer inadvertently omitted it from Part 5 last year.

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