Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
IRA managed by New York Life Flexible Premium Variable Annuity
1.1
MainStay VP S&P 500 Index - Service Class
$1,001 - $15,000
None (or less than $201)
1.2
MainStay VP Bond - Service Class
$1,001 - $15,000
None (or less than $201)
1.3
MainStay VP MacKay International Equity - Service Class
$1,001 - $15,000
None (or less than $201)
1.4
MainStay VP MacKay High Yield Corporate Bond - Service Class
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity® VIP Equity-Income Portfolio - Service Class 2
$1,001 - $15,000
None (or less than $201)
1.6
MFS Investors Trust Series Service Class
$1,001 - $15,000
None (or less than $201)
1.7
MFS® Research Series - Service Class
$1,001 - $15,000
None (or less than $201)
1.8
MainStay VP Wellington Mid Cap - Service Class
$1,001 - $15,000
None (or less than $201)
1.9
MainStay VP PIMCO Real Return - Service Class
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Universal Life Insurance managed by New York Life
$15,001 - $50,000
None (or less than $201)
2
Savings Account 1
$50,001 - $100,000
None (or less than $201)
3
Savings Account 2
$1,001 - $15,000
None (or less than $201)
4
CD1
$15,001 - $50,000
None (or less than $201)
5
CD2
$15,001 - $50,000
None (or less than $201)
6
CD3
$1,001 - $15,000
None (or less than $201)
7
CD4
$15,001 - $50,000
None (or less than $201)
8
CD5
$1,001 - $15,000
None (or less than $201)
9
CD6
$50,001 - $100,000
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
1
APAICS
Washington, District of Columbia
Under the Widely-Attended Gathering (WAG) exception of the gift rules, I was permitted to accept the invitation of free attendance to the 2024 APAICS Gala for myself only.
$550

Endnotes

Section
#
Description
Nothing reported in this section

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