Financial Disclosure Details - OGE Form 278e (03/18/2024)

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
None (or less than $201)
1.1
Columbia Acorn Fund Class A Shares (LACAX)
$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
1
IRA
None (or less than $201)
1.1
Innovator Gradient Tactical Rotation Strategy (IGTR)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
American Equity Life Insurance Company, fixed annuity
$500,001 - $1,000,000
None (or less than $201)
2
Nationwide, fixed annuity
$100,001 - $250,000
None (or less than $201)
3
Apple Inc. (AAPL)
$1,000,001 - $5,000,000
Dividends
$5,001 - $15,000
4
Amazon.com, Inc. (AMZN)
$250,001 - $500,000
None (or less than $201)
5
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
6
Accordia, universal life
$100,001 - $250,000
None (or less than $201)
7
Vanguard 529 College Savings Plan
7.1
Vanguard 500 Index
$50,001 - $100,000
None (or less than $201)
8
American Funds College Enrollment Fund Class 529-A (CENAX)
$50,001 - $100,000
None (or less than $201)
9
Goldman Sachs JUST US Large Cap Equity ETF (JUST)
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Cigna Corp. (CI)
Sale
07/28/2023
$1,001 - $15,000
2
IRA -- Innovator Gradient Tactical Rotation Strategy ETF (IGTR)
Exchange
01/03/2023
$50,001 - $100,000

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
7
2
I somehow missed this transaction in by 2023 report, but the exchange for IGTR was made in November 2022.

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