Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
AXA Equity Managed Volat
$50,001 - $100,000
None (or less than $201)
2
AXA EQ Small Company
$100,001 - $250,000
None (or less than $201)
3
AXA Intl Core Volatility
$15,001 - $50,000
None (or less than $201)
4
AXA Equity 500
$100,001 - $250,000
None (or less than $201)
5
AXA Guaranteed Int
$15,001 - $50,000
None (or less than $201)
6
BAH ECAP Life Path 2025
$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
1
IBM Personal Pension
$100,001 - $250,000
None (or less than $201)
2
IRA - Bond Market
$100,001 - $250,000
None (or less than $201)
3
IRA - International Stock Market Index
$100,001 - $250,000
None (or less than $201)
4
IRA - Long Term Corp Bond
$50,001 - $100,000
None (or less than $201)
5
IRA - Large Company Index
$50,001 - $100,000
None (or less than $201)
6
Kyndryl 401K FID FRDM INX 2030T
$100,001 - $250,000
None (or less than $201)
7
IRA - INFL Protected Bond
$50,001 - $100,000
None (or less than $201)
8
IRA - Interest Income Fund
$100,001 - $250,000
None (or less than $201)
9
IRA - Conservative
$50,001 - $100,000
None (or less than $201)
10
Kyndryl Holdings, Inc.
salary/bonus

Other Assets and Income

#
Description
Value
Type
Amount
1
Spouse - IBM Stock
$50,001 - $100,000
Dividends
$201 - $1,000
2
Spouse - Stock - Apple
$1,001 - $15,000
None (or less than $201)
3
Spouse - Stock - Google
$1,001 - $15,000
None (or less than $201)
4
Spouse - Betterment Investment Fund
$1,001 - $15,000
None (or less than $201)
5
U.S. Bank (cash)
$15,001 - $50,000
Interest
None (or less than $201)
6
Spouse - Betterment Retirement Fund
$1,001 - $15,000
None (or less than $201)
7
Spouse - Betterment Safety Net Fund
$15,001 - $50,000
None (or less than $201)
8
Spouse - Kyndryl Stock
$15,001 - $50,000
None (or less than $201)
9
Spouse - Stock - Amazon
$1,001 - $15,000
None (or less than $201)
10
Spouse - Ethereum Cryptocurrency
$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
Discover
$10,001 - $15,000
2018
rovolving

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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