Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
Business (TK Ventures) (Speechwriting consultancy business)
consulting fees
2
Putnam Retirement Advantage Trust 2055 I
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Business checking account U.S Bank #1
$1,001 - $15,000
None (or less than $201)
2
Personal checking account U.S. Bank #1
$15,001 - $50,000
None (or less than $201)
3
Personal savings account U.S. Bank #1
$250,001 - $500,000
None (or less than $201)
4
Personal checking account U.S. Bank #2
$1,001 - $15,000
None (or less than $201)
5
Personal savings account U.S. Bank #2
$1,001 - $15,000
None (or less than $201)
6
Tina Thomas IRA
6.1
US Small Cap Portfolio Institutional Class Shares (DFSTX)
$15,001 - $50,000
$201 - $1,000
6.2
PIMCO Income Fund Class I-2 Shares (PONPX)
$1,001 - $15,000
$201 - $1,000
6.3
Matthews Asia Dividend Fund Institutional Class Shares (MIPIX)
$1,001 - $15,000
None (or less than $201)
6.4
BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P 500 ETF (IVV)
Sale
10/16/2023
$1,001 - $15,000
2
MFS Total Return Bond Fund Class I Shares (MRBIX)
Purchase
09/12/2023
$1,001 - $15,000
3
MetWest Total Return Bond Fund Class I Shares (MWTIX)
Sale
09/12/2023
$1,001 - $15,000
4
New Perspective Fund Class F2 Shares (ANWFX)
Sale
10/16/2023
$1,001 - $15,000
5
Dodge & CoxGlobal Stock Fund (DODWX)
Sale
10/16/2023
$1,001 - $15,000
6
Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT)
Purchase
07/20/2023
$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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