Financial Disclosure Details - OGE Form 278e (05/04/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Valley Stream Estates Home Owner's Association
Burtonsvile, Maryland
President
Present

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
Towson University
Salary
2
TIAA-CREF, fixed annuity
$250,001 - $500,000
$5,001 - $15,000
3
Fidelity IRA:
3.1
Fidelity SAI Inflation-Focused Fund (FIFGX)
$1,001 - $15,000
None (or less than $201)
3.2
Strategic Advisers FidelityEmerging Markets Fund (FGOMX)
$15,001 - $50,000
$201 - $1,000
3.3
Strategic AdvisersFidelity US Total Stock Fund (FCTDX)
$100,001 - $250,000
$2,501 - $5,000
3.4
Strategic AdvisersFidelity International Fund (FUSIX) -
$50,001 - $100,000
$1,001 - $2,500
3.5
Fidelity SAIEmerging Markets Index Fund (FERGX)
$1,001 - $15,000
None (or less than $201)
3.6
Strategic AdvisersFidelity Core Income Fund (FIWGX)
$50,001 - $100,000
$5,001 - $15,000
3.7
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fresenius Medical Care AG & Co. KGaA (FMS)
$1,001 - $15,000
Dividends
None (or less than $201)
2
U.S. bank #1 (cash)
$250,001 - $500,000
Interest
$5,001 - $15,000
3
U.S. bank #2 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
4
FDRXX - Fidelity Government Cash Reserves
$15,001 - $50,000
$1,001 - $2,500
5
John Hancock Funds Disciplined Value Mid Cap JVMIX
$15,001 - $50,000
$1,001 - $2,500
6
AB Large Cap Growth Fund Advisor Class MUTF: APGYX
$100,001 - $250,000
$2,501 - $5,000
7
Pioneer Fundamental Growth Fund Class Y MUTF: FUNYX
$100,001 - $250,000
$5,001 - $15,000
8
T Rowe Price Integrated U.S. Small-Cap GrowthFund MUTF: PRDSX
$100,001 - $250,000
$2,501 - $5,000
9
BNY Mellon Equity Income Fund (DQIRX)
$100,001 - $250,000
$2,501 - $5,000
10
Edgewood Growth Fund Class Institutional MUTF: EGFIX
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Fidelity Advisor Strategic Income Fund Class I Shares (FSRIX)
Sale
12/29/2023
$1,001 - $15,000
2
Fidelity SAI Short-Term Bond Fund Fidelity SAI Short-Term Bond Fund (FZOMX)
Sale
12/29/2023
$1,001 - $15,000
3
Fidelity SAI Low Duration Income Fund Fidelity SAI Low Duration Income Fund (FZOLX)
Sale
12/29/2023
$1,001 - $15,000
4
Fidelity SAI High Income Fund
Sale
12/29/2023
$1,001 - $15,000
5
Fidelity SAI Inflation-Focused Fund (FIFGX)
Purchase
12/29/2023
$1,001 - $15,000
6
Strategic Advisors FID Emerging Markets (FGOMX)
Purchase
12/29/2023
$1,001 - $15,000
7
Strategic AdvisersFidelity US Total Stock Fund (FCTDX)
Purchase
12/29/2023
$50,001 - $100,000
8
Strategic Advisers Fidelity International Fund (FUSIX)
Purchase
12/29/2023
$15,001 - $50,000
9
Strategic Advisers Fidelity Core Income Fund (FIWGX)
Sale
12/29/2023
$50,001 - $100,000
10
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)
Purchase
09/28/2023
$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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