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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Tracey L Bishop Revocable Trust
North Potomac, Maryland
Trustee
Present
2
Rockville, Maryland
Personal Representative
Present
3
Family Member Living Trust
North Potomac, Maryland
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Individual Retirement Account (3)
1.1
Deere & Co. (DE)
$15,001 - $50,000
$201 - $1,000
1.2
Mastercard, Inc. (MA)
$50,001 - $100,000
$201 - $1,000
1.3
Microsoft Corp. (MSFT)
$15,001 - $50,000
$201 - $1,000
1.4
AbbVie, Inc. (ABBV)
$15,001 - $50,000
$201 - $1,000
1.5
Pershing Gov't Account
$1,001 - $15,000
Interest
$201 - $1,000
1.6
Micron Technology, Inc. (MU)
$1,001 - $15,000
None (or less than $201)
1.7
Growth Fund of America Class F2 Shares (GFFFX)
$1,001 - $15,000
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
Individual Retirement Account (2)
1.1
Brokerage Money Market
$1,001 - $15,000
Interest
None (or less than $201)
1.2
SPDR Index SHS FDS S&P INTL SMLCP (GWX)
$1,001 - $15,000
None (or less than $201)
1.3
TIAA-CREF INST SMCP Blend IDX (TISBX)
$15,001 - $50,000
$201 - $1,000
1.4
TIAA-CREF INSTL MUT FDS INTL EQ Index (TCIEX)
$15,001 - $50,000
$201 - $1,000
1.5
Vanguard EMG Markets STK IDX (VEMAX)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Growth Index (VIGAX)
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard Mid-Cap Index (VIMAX)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Sector Index FDS Materials (VMIAX)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Value Index Fund (VVIAX)
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Minnesota Life Variable Life Insurance Policies
1.1
Guaranteed Principle Acct
$100,001 - $250,000
Interest
$5,001 - $15,000
1.2
Janus Overseas
$1,001 - $15,000
None (or less than $201)
1.3
Guaranteed Principle Acct
$100,001 - $250,000
Interest
$5,001 - $15,000
2
T Rowe Price Maryland 529 Plans
2.1
Portfolio 2024
$50,001 - $100,000
None (or less than $201)
2.2
Portfolio for Education Today
$50,001 - $100,000
None (or less than $201)
2.3
Portfolio 2024
$50,001 - $100,000
None (or less than $201)
2.4
Portfolio for Education Today
$50,001 - $100,000
None (or less than $201)
3
U.S. Bank

Transactions

#
Description
Type
Date
Amount
1
Equinix, Inc. (EQIX)
Sale
06/23/2023
$1,001 - $15,000
2
Bristol-Myers Squibb (BMY)
Sale
12/19/2023
$1,001 - $15,000
3
JPMorgan Mid Cap Value Fund Class L Shares (FLMVX)
Sale
04/12/2023
$1,001 - $15,000
4
Growth Fund of America Class F2 Shares (GFFFX)
Sale
04/12/2023
$1,001 - $15,000
5
JPMorgan Mid Cap Value Fund Class L Shares (FLMVX)
Sale
06/26/2023
$1,001 - $15,000
6
Portfolio for Education Today
Sale
08/24/2023
$1,001 - $15,000
7
Portfolio for Education Today
Sale
12/04/2023
$15,001 - $50,000
8
AMCAP Fund Class 529-A Shares (CAFAX)
Sale
05/09/2023
$1,001 - $15,000
9
AMCAP Fund Class 529-A Shares (CAFAX)
Sale
08/16/2023
$1,001 - $15,000
10
American Balanced Fund Class 529-A Shares (CLBAX)
Sale
08/16/2023
$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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