Financial Disclosure Details - OGE Form 278e (03/06/2023)

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
ROLLOVER IRA
Mandatory Distribution
$25,330
1.1
AMERICAN INC FD OF AMERICA (AMEFX)
$50,001 - $100,000
None (or less than $201)
1.2
AMERICAN CAP WRLD GR & INC F2 (WGIFX)
$50,001 - $100,000
None (or less than $201)
1.3
AMERICAN BALANCED F2 (AMBFX)
$50,001 - $100,000
None (or less than $201)
1.4
AMERICAN NEW PERSPECTIVE F2 (ANWFX)
$15,001 - $50,000
None (or less than $201)
1.5
AMERICAN WA MUTUAL F2 (WMFFX)
$50,001 - $100,000
None (or less than $201)
1.6
AMERICAN BD FD OF AMERICA (ABNFX)
$15,001 - $50,000
None (or less than $201)
1.7
AMERICAN GLOBAL BALANCED F2 (GBLFX)
$50,001 - $100,000
None (or less than $201)
1.8
Nuveen Global Cities REIT Fund
$100,001 - $250,000
$1,001 - $2,500
1.9
US bank account (cash account)
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US credit union (cash account)
$250,001 - $500,000
Interest
$2,501 - $5,000
2
Residential Rental/Alexandria, VA
$15,001 - $50,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
AMERICAN CAP WORLD GR & INC F2 ((ROLLOVER)
Sale
03/10/2022
$1,001 - $15,000
2
A,\MERICAN SMALL CAP WORLD F2 (ROLLOVER)
Purchase
03/10/2022
$15,001 - $50,000
3
AMERICAN NEW PERSPECTIVE F2 (ROLLOVER)
Sale
03/10/2022
$15,001 - $50,000
4
AMERICAN WA MUTUAL F2 (ROLLOVER)
Sale
03/10/2022
$1,001 - $15,000
5
AMERICAN BD FD OF AMERICA F2 (ROLLOVER)
Sale
03/10/2022
$15,001 - $50,000
6
STRATEGIC BOND F2 (ROLLOVER)
Purchase
03/10/2022
$15,001 - $50,000
7
AMEERICAN GLOBAL BALANCE F2 (ROLLOVER)
Purchase
03/10/2022
$1,001 - $15,000
8
AMERICAN CAP WORLD GR & INC F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
9
AMERICAN GW FD AMERICA F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
10
AMERICAN SMALL CAP WORLD F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
PNC BANK
$15,001 - $50,000
2012
15 YR MORTGAGE

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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