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

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
Roth IRA
1.1
Vanguard Small Cap Growth ETF
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Consumer Discretionary ETF
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Consumer Staples ETF
$1,001 - $15,000
None (or less than $201)
1.4
Vaguard FTSE Social Index Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
1.5
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
$1,001 - $15,000
None (or less than $201)
1.6
Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE)
$1,001 - $15,000
None (or less than $201)
2
Florida Retirement Service
2.1
FRS US Stock Market Index Fund
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Florida Retirement Service
Tallahassee, Florida
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
6/2009

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
The Walt Disney Co. (DIS)
$1,001 - $15,000
None (or less than $201)
2
Vanguard ESG US Stock ETF (ESGV)
$1,001 - $15,000
None (or less than $201)
3
VanguardGlobal ESG Select Stock Fund Investor Shares (VEIGX)
$1,001 - $15,000
None (or less than $201)
4
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$1,001 - $15,000
None (or less than $201)
5
Vanguard ESG International Stock ETF (VSGX)
$1,001 - $15,000
None (or less than $201)
6
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
7
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
8
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
$201 - $1,000
9
Fidelity ZERO Extended Market Index Fund (FZIPX)
$15,001 - $50,000
None (or less than $201)
10
Innovative Industrial Properties, Inc. (IIPR)
$1,001 - $15,000
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
Nothing reported in this section

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