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
Nothing reported in this section

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
Skoll Foundation
salary, bonus
2
IRA #1
2.1
T Rowe Price Retirement 2040 Fund (TRRDX)
$15,001 - $50,000
None (or less than $201)
3
Skoll Foundation, defined contribution plan:
3.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
Invesco S&P 500 Equal Weight ETF (RSP)
$15,001 - $50,000
$201 - $1,000
4
SPDR S&P MidCap 400 ETF (MDY)
$15,001 - $50,000
$201 - $1,000
5
First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)
$15,001 - $50,000
$201 - $1,000
6
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)
7
Alphabet, Inc. (GOOG)
$1,001 - $15,000
None (or less than $201)
8
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
9
iShares US Aerospace & Defense ETF (ITA)
$1,001 - $15,000
None (or less than $201)
10
Invesco S&P 500 Equal Weight ETF (RSP)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
iShares Core Growth Allocation ETF (AOR)
Sale
12/15/2023
$50,001 - $100,000
2
Wells Fargo Money Market Fund Premier Class Shares (WMPXX)
Purchase
12/22/2023
$15,001 - $50,000
3
SPDRDoubleLine Total Return Tactical ETF (TOTL)
Purchase
12/22/2023
$15,001 - $50,000
4
Pacer US Cash Cows 100 ETF (COWZ)
Purchase
12/22/2023
$15,001 - $50,000
5
Invesco BulletShares 2024 Corporate Bond ETF (BSCO)
Purchase
12/22/2023
$15,001 - $50,000
6
Wells Fargo Money Market Fund Premier Class Shares (WMPXX)
Sale
12/22/2023
$15,001 - $50,000
7
Pacer US Cash Cows 100 ETF (COWZ)
Purchase
12/22/2023
$1,001 - $15,000
8
Pacer US Small Cap Cash Cows 100 ETF (CALF)
Purchase
12/22/2023
$1,001 - $15,000
9
NVIDIA Corp. (NVDA)
Purchase
12/22/2023
$1,001 - $15,000
10
Microsoft Corp. (MSFT)
Purchase
12/22/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
EdFinancial Services
$15,001 - $50,000
2017
9 years

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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