Financial Disclosure Details - OGE Form 278e (04/23/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Kiwanis Club of Cal-Nev-Ha Gemstones Foundation
Hacienda Heights, California
Director
5/2024
2
Americorps DC Alumni Association
Washington, District of Columbia
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Mastery Charter School 401k
1.1
Intel Corp. (INTC)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Technology Portfolio (FSPTX)
$1,001 - $15,000
None (or less than $201)
1.3
Schwab S&P 500 Index Fund (SWPPX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Mastery Charter School
Philadelphia, Pennsylvania
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
8/2016

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
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Great Lakes Educational Loan Services
$15,001 - $50,000
2011
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
All my student loans are with one creditor, and collectively they exceed $10,000

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