Financial Disclosure Details - OGE Form 278e (04/04/2024)

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 #1
1.1
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity NASDAQ Composite Index Fund (FNCMX)
$1,001 - $15,000
None (or less than $201)
1.3
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
2
IRA #2
2.1
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
2.2
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
2.3
Proshares UltraPro QQQ (TQQQ)
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity NASDAQ Composite Index Fund (FNCMX)
$1,001 - $15,000
None (or less than $201)
3
Roth IRA

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. brokerage cash management account
$1,001 - $15,000
None (or less than $201)
2
NVIDIA Corp. (NVDA)
$1,001 - $15,000
None (or less than $201)
3
Global X Lithium & Battery Tech ETF (LIT)
$1,001 - $15,000
None (or less than $201)
4
Netflix, Inc. (NFLX)
$1,001 - $15,000
None (or less than $201)
5
First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
$1,001 - $15,000
None (or less than $201)
6
Costco Wholesale Corp. (COST)
$1,001 - $15,000
None (or less than $201)
7
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
8
Tesla, Inc. (TSLA)
$15,001 - $50,000
None (or less than $201)
9
Fidelity NASDAQ Composite Index Fund (FNCMX)
$15,001 - $50,000
None (or less than $201)
10
Proshares UltraPro QQQ (TQQQ)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Proshares Ultra Bloomberg Crude Oil (UCO)
Sale
12/20/2023
$1,001 - $15,000
2
Proshares Ultra Bloomberg Crude Oil (UCO)
Sale
12/22/2023
$1,001 - $15,000
3
Plug Power, Inc. (PLUG)
Sale
12/22/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Direct Loans
$15,001 - $50,000
2015
10 years
2
Direct Loans
$15,001 - $50,000
2016
10 years
3
Direct Loans
$15,001 - $50,000
2016
10 years
4
Direct Loans
$15,001 - $50,000
2017
10 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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