Financial Disclosure Details - OGE Form 278e (05/11/2024)

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
National Network to End Domestic Violence 401(k)
None (or less than $201)
1.1
EQ Money Market
$50,001 - $100,000
None (or less than $201)
1.2
Franklin High Income Fund A1
$1,001 - $15,000
None (or less than $201)
1.3
EQ Moderate-Plus Allocation
$1,001 - $15,000
None (or less than $201)
1.4
EQ Value Equity
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard VIF Mid-Cap Index Portfolio
$1,001 - $15,000
None (or less than $201)
1.6
Fidelity Advisor Small Cap Value M
$1,001 - $15,000
None (or less than $201)
1.7
Janus Henderson Overseas
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I continue to participate in this defined contribution plan but my former employer no longer makes contributions since my separation.
5/2019

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
Thornburg Limited Term Municipal Fund Class A Shares (LTMFX)
$50,001 - $100,000
$1,001 - $2,500
2
Wells Fargo Core Bond Fund Class A Shares (MBFAX)
$15,001 - $50,000
$1,001 - $2,500
3
Thornburg Limited Term Income Fund Class A Shares (THIFX)
$15,001 - $50,000
$201 - $1,000
4
MFS Municipal Income Fund Class A1 Shares (MMIDX)
$15,001 - $50,000
$201 - $1,000
5
Money Market Funds/BDS Sweep Funds
$1,001 - $15,000
None (or less than $201)
6
[Name of US bank redacted] 12 Month Featured CD
$1,001 - $15,000
None (or less than $201)
7
[Name of US bank redacted] Adv Tiered Interest Checking
$15,001 - $50,000
None (or less than $201)
8
Rental House, Kailua-Kona, Hawaii
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
9
Mineral rights (oil) - Orange Cty, TX
None (or less than $1,001)
Rent or Royalties
None (or less than $201)
10
U.S. Treasury Securities
$15,001 - $50,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Roundpoint Mortgage
$100,001 - $250,000
2016
30 years

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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