Financial Disclosure Details - OGE Form 278e (04/20/2023)

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
Blankingship & Keith, PC
1.1
American Funds 2035 TRGT Date R-6 (RFFTX)
$15,001 - $50,000
None (or less than $201)
2
Tudor Place Foundation, Inc.
2.1
CREF Growth
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Tudor Place Foundation, Inc.
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/1997

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 - Polaris Choice Variable Annuity
1.1
Invesco VI Comstock Fund
$1,001 - $15,000
None (or less than $201)
1.2
Lord Abbett Growth and Income
$1,001 - $15,000
None (or less than $201)
1.3
SA AB Small & Mid Cap Value Portfolio
$1,001 - $15,000
None (or less than $201)
1.4
SA American Funds Global Growth
$1,001 - $15,000
None (or less than $201)
1.5
SA American Funds Growth Portfolio
$15,001 - $50,000
None (or less than $201)
1.6
SA American Funds Growth - Income
$1,001 - $15,000
None (or less than $201)
1.7
SA Fidelity Institutional AM Real Estate
$1,001 - $15,000
None (or less than $201)
1.8
SA Franklin Small Company Value
$1,001 - $15,000
None (or less than $201)
1.9
SA Invesco Growth Opportunities
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
VCSP College America - VA/UTMA (child 1)
Dividends Capital Gains
$1,001 - $2,500
1.1
American Funds Gr and Inc Port 529-F-1 (CGNFX)
$15,001 - $50,000
None (or less than $201)
2
VCSP College America - 529 Acct (child 1)
Dividends Capital Gains
$2,501 - $5,000
2.1
American Funds Gr and Inc Port 529-F-1 (CGNFX)
$50,001 - $100,000
None (or less than $201)
3
VCSP College America - 529 Acct (child 1)
Dividends Capital Gains
$201 - $1,000
3.1
American Funds Gr and Inc Port 529-F-1 (CGNFX)
$15,001 - $50,000
None (or less than $201)
4
VCSP College America - VA/UTMA Acct (child 2)
Dividends Capital Gains
$1,001 - $2,500
4.1
American Funds Gr and Inc Port 529-F-1 (CGNFX)
$15,001 - $50,000
None (or less than $201)
5
VCSP College America - 529 Acct (child 2)
Dividends Capital Gains
$201 - $1,000
5.1
American Funds Gr and Inc Port 529-F-1 (CGNFX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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