Financial Disclosure Details - OGE Form 278e (04/22/2024)

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
1.1
Vanguard Target Retirement 2060 Fund
$15,001 - $50,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
APPLE INC
$1,001 - $15,000
Capital Gains
$201 - $1,000
2
BERKSHIRE HATHAWAY CLASS B
$1,001 - $15,000
Capital Gains
$201 - $1,000
3
CARRIER GLOBAL CORP
$1,001 - $15,000
$201 - $1,000
4
GILEAD SCIENCES INC
$1,001 - $15,000
None (or less than $201)
5
META PLATFORMS INC CLASS A
$1,001 - $15,000
Capital Gains
$5,001 - $15,000
6
QUALCOMM INC
$1,001 - $15,000
Capital Gains
$201 - $1,000
7
ISHARES MSCI INDIA ETF
$1,001 - $15,000
$201 - $1,000
8
SCHWAB US SMALL CAP ETF
$15,001 - $50,000
$2,501 - $5,000
9
INVSC SOLAR ETF
$1,001 - $15,000
None (or less than $201)
10
SCHWAB INTERNATIONAL INDEX
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Boston Omaha Corporation Class A Common Stock (BOC)
Purchase
06/21/2023
$1,001 - $15,000
2
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
07/07/2023
$1,001 - $15,000
3
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
07/28/2023
$1,001 - $15,000
4
Penn National Gaming, Inc. (PENN)
Sale
07/28/2023
$1,001 - $15,000
5
Pinterest, Inc. (PINS)
Sale
07/28/2023
$1,001 - $15,000
6
Boston Omaha Corporation Class A Common Stock (BOC)
Sale
11/24/2023
$1,001 - $15,000
7
Plug Power, Inc. (PLUG)
Purchase
11/29/2023
$1,001 - $15,000
8
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
12/13/2023
$1,001 - $15,000
9
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
12/14/2023
$1,001 - $15,000
10
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
Purchase
12/28/2023
$15,001 - $50,000

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
Nothing reported in this section

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