Financial Disclosure Details - OGE Form 278e (05/08/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Gold's Gym
Annandale, Virginia
Fitness instructor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Gold's Gym (Instructor of fitness classes)
Salary
$6,028
2
Roth IRA #1
$1,001 - $15,000
2.1
American Funds Global Growth Portfolio Class F-2 (PGWFX)
$1,001 - $15,000
None (or less than $201)
3
Roth IRA #2
3.1
Vanguard Wellesley Income Fund Investor Shares (VWINX)
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Energy Fund Investor Shares (VGENX)
$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
Peraton
Salary
2
Roth IRA
$15,001 - $50,000
2.1
iShares Short Treasury Bond ETF (SHV)
$1,001 - $15,000
None (or less than $201)
2.2
First Eagle Global Fund Class I (SGIIX)
$15,001 - $50,000
None (or less than $201)
2.3
T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSMX)
$1,001 - $15,000
None (or less than $201)
2.4
Grandeur Peak International Stalwarts Fund Institutional Class Shares (GISYX)
$1,001 - $15,000
None (or less than $201)
3
IRA
$100,001 - $250,000
3.1
Grandeur Peak International Stalwarts Fund Institutional Class Shares (GISYX)
$15,001 - $50,000
None (or less than $201)
3.2
Diamond Hill Large Cap Fund Class I Shares (DHLRX)
$15,001 - $50,000
None (or less than $201)
3.3
iShares Russell 2000 Growth ETF (IWO)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Rental Property (Alexandria, VA)
$250,001 - $500,000
$2,501 - $5,000
2
US Banking Institution (checking/saving)
$50,001 - $100,000
Interest
$201 - $1,000
3
RiverSource Variable Universal Life IV Insurance DC#1
3.1
American Century VP Value, Class II
$1,001 - $15,000
None (or less than $201)
3.2
Fidelity VIP Mid Cap Portfolio Service Class 2
$1,001 - $15,000
None (or less than $201)
3.3
Invesco Oppenheimer V.I. Global Strategic Income Fund, Series II
$1,001 - $15,000
None (or less than $201)
3.4
Eaton Vance VT Floating-Rate Income Fund, Initial Class
$1,001 - $15,000
None (or less than $201)
3.5
Fidelity VIP Contrafund Portfolio Service Class 2
$1,001 - $15,000
None (or less than $201)
3.6
Wells Fargo VT International Equity Fund - Class 2
$1,001 - $15,000
None (or less than $201)
4
RiverSource Variable Universal Life Insurance DC#2

Transactions

#
Description
Type
Date
Amount
1
Real Estate Select Sector SPDR Fund (XLRE)
Purchase
10/16/2023
$1,001 - $15,000
2
iShares Cohen & Steers REIT ETF (ICF)
Sale
10/16/2023
$1,001 - $15,000
3
Cohen & Steers Institutional Realty Shares, Inc (CSRIX)
Purchase
10/16/2023
$1,001 - $15,000
4
Diamond Hill Large Cap Fund Class I Shares (DHLRX)
Purchase
10/16/2023
$15,001 - $50,000
5
FPA New Income, Inc (FPNIX)
Purchase
10/16/2023
$1,001 - $15,000
6
FPA New Income, Inc (FPNIX)
Sale
04/25/2023
$1,001 - $15,000
7
Grandeur Peak International Stalwarts Fund Institutional Class Shares (GISYX)
Purchase
10/16/2023
$1,001 - $15,000
8
Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX)
Purchase
$15,001 - $50,000
9
Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX)
Sale
10/04/2023
$1,001 - $15,000
10
International Equity Portfolio Institutional Class Shares (HLMIX)
Purchase
10/16/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
NewRez c/o Shellppoint Mortgage
$100,001 - $250,000
2012
30 yr Conventional

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
8
10/16/2023 04/25/2023 01/30/2023
7
20
10/16/2023 10/04/2023

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