Financial Disclosure Details - OGE Form 278e (03/09/2022)

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
ISHARES MSCI EMERGING MARKETS ETF
$1,001 - $15,000
$1,001 - $2,500
2
ISHARES CORE S&P MID CAP ETF
$1,001 - $15,000
None (or less than $201)
3
ISHARES CORE S&P SMALL CAP ETF
$1,001 - $15,000
$201 - $1,000
4
VANGUARD FTSE DEVELOPED MARKETS ETF
$1,001 - $15,000
$201 - $1,000
5
LONGBOARD MANAGED FUTURES STRATEGY I
$15,001 - $50,000
$1,001 - $2,500
6
COMMUNICATIONS SERVICES SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)
7
ENERGY SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)
8
FINANCIAL SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)
9
INDUSTRIAL SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)
10
TECHNOLOGY SELECT SECTOR SPDR ETF
$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
ISHARES MSCI EMERGING MARKETS ETF
$15,001 - $50,000
$5,001 - $15,000
2
TECHNOLOGY SELECT SECTOR SPDR ETF
$15,001 - $50,000
$201 - $1,000
3
CONSUMER STAPLES SELECT SECTOR SPDR ETF
$1,001 - $15,000
$201 - $1,000
4
HEALTH CARE SELECT SECTOR SPDR ETF
$1,001 - $15,000
$201 - $1,000
5
COMMUNICATIONS SERVICES SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)
6
ENERGY SELECT SECTOR SPDR ETF
$1,001 - $15,000
$201 - $1,000
7
ISHARES CORE S&P MID CAP ETF
$15,001 - $50,000
$201 - $1,000
8
ISHARES CORE S&P SMALL CAP ETF
$15,001 - $50,000
$201 - $1,000
9
REAL ESTATE SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)
10
INDUSTRIAL SELECT SECTOR SPDR ETF
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
USAA cash accounts
$15,001 - $50,000
Interest
None (or less than $201)
2
USAA 529 Plan (Nevada) - In College Portfolio
$50,001 - $100,000
None (or less than $201)
3
CIT Bank cash account
$1,001 - $15,000
Interest
$201 - $1,000
4
ISHARES MSCI EMERGING MARKETS ETF
None (or less than $1,001)
$5,001 - $15,000
5
ISHARES CORE S&P MID CAP ETF
None (or less than $1,001)
$5,001 - $15,000
6
ISHARES CORE S&P SMALL CAP ETF
None (or less than $1,001)
$5,001 - $15,000
7
VANGUARD FTSE DEVELOPED MARKETS ETF
None (or less than $1,001)
$1,001 - $2,500
8
LONGBOARD MANAGED FUTURES STRATEGY
None (or less than $1,001)
$201 - $1,000
9
COMMUNICATIONS SERVICES SELECT SECTOR SPDR ETF
None (or less than $1,001)
$1,001 - $2,500
10
ENERGY SELECT SECTOR SPDR ETF
None (or less than $1,001)
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
FINANCIAL SELECT SECTOR SPDR ETF (FR)
Purchase
01/04/2021
$1,001 - $15,000
2
CONSUMER STAPLES SELECT SECTOR SPDR ETF (FR)
Sale
02/05/2021
$1,001 - $15,000
3
CONSUMER STAPLES SELECT SECTOR SPDR ETF (FR)
Purchase
02/12/2021
$1,001 - $15,000
4
CONSUMER STAPLES SELECT SECTOR SPDR ETF (FR)
Sale
03/05/2021
$1,001 - $15,000
5
UTILITIES SELECT SECTOR SPDR ETF (FR)
Purchase
03/12/2021
$1,001 - $15,000
6
ISHARES MSCI EMERGING MARKETS ETF (FR)
Sale
08/20/2021
$1,001 - $15,000
7
ISHARES MSCI EMERGING MARKETS ETF (FR)
Purchase
10/04/2021
$1,001 - $15,000
8
LONGBOARD MANAGED FUTURES STRATEGY I (FR)
Purchase
12/06/2021
$1,001 - $15,000
9
ISHARES MSCI EMERGING MARKETS ETF (SR)
Sale
01/04/2021
$1,001 - $15,000
10
VANGUARD FTSE DEVELOPED MARKETS ETF (SR)
Sale
01/04/2021
$1,001 - $15,000

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
2
1
All assets in this section are in filer's Roth IRA.
5
1
All assets in this section are in spouse's Roth IRA.
6
2
USAA's 529 plans are now managed by Victory Capital.
7
1
In this section, (FR) = filer's Roth IRA.
7
9
In this section, (SR) = spouse's Roth IRA.
7
46
In this section, (J) = joint account

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