Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
Stifel Beneficiary IRA
1.1
INVESCO S&P 500 ETF (RSP)
$1,001 - $15,000
None (or less than $201)
1.2
ISHARES CORE S&P 500 ETF (IVV)
$1,001 - $15,000
None (or less than $201)
1.3
VANGUARD EUROPE ETF (VGK)
$1,001 - $15,000
None (or less than $201)
1.4
FIRST TRUST TECHNOLOGY ETF (FXL)
$1,001 - $15,000
None (or less than $201)
1.5
ISHARES CORE S&P MID CAP (IJH)
None (or less than $1,001)
None (or less than $201)
1.6
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
$1,001 - $15,000
None (or less than $201)
1.7
INVESCO QQQ ETF (QQQ)
$1,001 - $15,000
None (or less than $201)
1.8
ISHARES RUSSELL 2000 ETF (IWM)
None (or less than $1,001)
None (or less than $201)
1.9
FIRST TRUST US EQUITY OPPORTUNITES ETF (FPX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
NYS Unified Court System
New York, New York
I will continue to participate in this defined benefit plan.
3/1988

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
Money Market cash account
$15,001 - $50,000
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
Nothing reported in this section

Endnotes

Section
#
Description
2
8
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