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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Fairfax, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Visium Technologies, LLC - Stock VISM
$1,001 - $15,000
None (or less than $201)
2
IRA #1
$1,001 - $15,000
None (or less than $201)
2.1
ETF - SVXY
$15,001 - $50,000
None (or less than $201)
2.2
Stock - GROW
None (or less than $1,001)
None (or less than $201)
2.3
FDIC
$1,001 - $15,000
None (or less than $201)
3
Fidelity Fully Managed IRA
3.1
Fidelity Freedom Index 2030 Fund Premier Class (FMKPX)
$250,001 - $500,000
None (or less than $201)
3.2
FDIC at citi
$100,001 - $250,000
None (or less than $201)
3.3
FDIC at mellon
$100,001 - $250,000
None (or less than $201)
3.4
Fidelity Large Cap Growth Index Fund (FSPGX)
$100,001 - $250,000
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
IRA
1.1
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)
1.2
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
None (or less than $201)
1.3
KeyCorp (KEY)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank Checking
$15,001 - $50,000
None (or less than $201)
2
Personal Loan to Family Member
$50,001 - $100,000
None (or less than $201)
3
E*Trade Brokerage
None (or less than $201)
3.1
FDIC
None (or less than $1,001)
None (or less than $201)
3.2
Stock - HRS
None (or less than $1,001)
None (or less than $201)
4
E*Trade Trading
None (or less than $201)
4.1
FDIC
$50,001 - $100,000
None (or less than $201)
5
AAFMAA Whole Life - 4XOL
$1,001 - $15,000
None (or less than $201)
6
Guardian Whole Life - 7525
$100,001 - $250,000
None (or less than $201)
7
VA 529 Kevin
$1,001 - $15,000
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
1
1
Filer does not have financial interest in trust.

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