Financial Disclosure Details - OGE Form 278e (04/28/2024)

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
Vanguard Growth Index Fund Admiral Class Shares (VIGAX)
$15,001 - $50,000
None (or less than $201)
2
Vanguard Health Care Fund Investor Shares (VGHCX)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Mid-Cap Growth Index Fund Admiral Class Shares (VMGMX)
$1,001 - $15,000
None (or less than $201)
4
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
5
U.S. bank (certificate of deposit)
$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
T Rowe Price Retirement 2040 Fund (TRRDX)
$100,001 - $250,000
None (or less than $201)
2
Eastern Transportation Coalition
salary
3
Janney fixed income retirement account
$100,001 - $250,000
None (or less than $201)
4
Janney Intrinsic Value Fund
$100,001 - $250,000
None (or less than $201)
5
Janney Dividend Aristocrat
$100,001 - $250,000
None (or less than $201)
6
Janney Capital Appreciation
$50,001 - $100,000
None (or less than $201)
7
Eastern Transportation Coalition, defined contribution plan
7.1
Fidelity Freedom 2035 Fund Class K Shares (FSNUX)
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
USAA Cornerstone Moderately Agrsv (USCRX)
$1,001 - $15,000
$1,001 - $2,500
2
iShares Russell 2000 Index (IWM)
$1,001 - $15,000
$201 - $1,000
3
iShares Dow Jones US Financial Sector (IYF)
$1,001 - $15,000
$201 - $1,000
4
Vanguard Large-Cap ETF (VV)
$1,001 - $15,000
$201 - $1,000
5
USAA Tax Exempt Intermediate-Term (USATX)
$1,001 - $15,000
$201 - $1,000
6
U.S. bank #1 (cash)
$50,001 - $100,000
Interest
$5,001 - $15,000
7
Joint Vanguard Large-Cap ETF (VV)
$15,001 - $50,000
$5,001 - $15,000
8
USAA age-based 529 plan #1 (Nevada)
$100,001 - $250,000
$15,001 - $50,000
9
USAA age-based 529 plan #2 (Nevada)
$100,001 - $250,000
$15,001 - $50,000
10
USAA, whole life
$15,001 - $50,000
None (or less than $201)

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
17
initial purchase was under the reporting threshold for transactions.

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