Financial Disclosure Details - OGE Form 278e (05/08/2023)

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
U.S. IRA Account #1
1.1
FDRXX Fidelity Govt Cash Reserves
$1,001 - $15,000
None (or less than $201)
1.2
FSSNX Fidelity Small Cap Index Fund
$15,001 - $50,000
None (or less than $201)
1.3
FTQGX Fidelity Focused Stock Fund
$15,001 - $50,000
None (or less than $201)
1.4
FVDFX Fidelity Value Discovery Fund
$1,001 - $15,000
None (or less than $201)
1.5
FXAIX Fidelity 500 Index Fund
$100,001 - $250,000
None (or less than $201)
1.6
FIOFX Fidelity Freedom Index 2045 Fund Investor Class Shares
$1,001 - $15,000
None (or less than $201)
1.7
FXILX Fidelity Zero International Index
$1,001 - $15,000
None (or less than $201)
1.8
FZROX Fidelity Zero Total Market Index
$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
Fairfax County Public Schools (through Virginia Retirement System), defined benefit plan
$15,001 - $50,000
None (or less than $201)
2
IRA Account #1
2.1
Cash
None (or less than $1,001)
None (or less than $201)
2.2
Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX)
$15,001 - $50,000
None (or less than $201)
3
IRA Account #2
3.1
VEA Vanguards Ftse Dev Etf
$1,001 - $15,000
None (or less than $201)
3.2
VTI Vanguard Totl Stk Mk ETF
$1,001 - $15,000
None (or less than $201)
3.3
IVV iShares S&P 500 ETF
$1,001 - $15,000
None (or less than $201)
3.4
BSV Vanguard short term ETF
$1,001 - $15,000
None (or less than $201)
3.5
VWO Vanguard Ftse Emrg ETF
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Family Trust #1
1.1
Procter & Gamble (PG)
$1,000,001 - $5,000,000
None (or less than $201)
1.2
Smuckers (SJM)
$1,001 - $15,000
None (or less than $201)
1.3
Ishares MSCI EAFE ETF (EFA)
$50,001 - $100,000
None (or less than $201)
1.4
Ishares Russell 1000 Value ETF (IWD)
$50,001 - $100,000
None (or less than $201)
1.5
Ishares Russell 1000 Growth EFT (IWD)
$50,001 - $100,000
None (or less than $201)
1.6
Ishares Russell 2000 Growth ETF (IWO)
$15,001 - $50,000
None (or less than $201)
1.7
Ishares Russell 2000 Value ETF (IWN)
$15,001 - $50,000
None (or less than $201)
1.8
SPDR S&P Midcap 400 ETF TR (MDY)
$50,001 - $100,000
None (or less than $201)
2
U.S. brokerage account #1

Transactions

#
Description
Type
Date
Amount
1
Fidelity ZERO Large Cap Index Fund (FNILX)
Purchase
01/03/2022
$1,001 - $15,000
2
Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX)
Purchase
09/06/2022
$1,001 - $15,000
3
Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX)
Purchase
06/01/2022
$1,001 - $15,000
4
Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX)
Purchase
03/02/2022
$1,001 - $15,000
5
Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX)
Purchase
02/02/2022
$1,001 - $15,000
6
Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX)
Purchase
08/02/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
U.S. Department of Education
$15,001 - $50,000
2005
200 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
Values reflect filer's half interest in trust with no right to income
6
9
Values reflect spouse's one third interest in trust with no right to income
8
1
Consolidated in 2013 with 200 month term

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