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
Wexford Health 401k
$100,001 - $250,000
1.1
Putnam Retirement Advantage Trust
$15,001 - $50,000
None (or less than $201)
1.2
Janus Henderson Triton
$15,001 - $50,000
None (or less than $201)
1.3
Fidelity Mid-Cap Index Fund
$15,001 - $50,000
None (or less than $201)
1.4
Fidelity 500 Index Fund
$15,001 - $50,000
None (or less than $201)
2
Wexford Health
Salary
3
Traditional IRA (Clark Navigator PUMA)
$500,001 - $1,000,000
3.1
Aflac, Inc. (AFL)
$1,001 - $15,000
None (or less than $201)
3.2
AT&T
$1,001 - $15,000
None (or less than $201)
3.3
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
TD Ameritrade
$1,001 - $15,000
Capital Gains Interest
None (or less than $201)
1.1
Peloton Stock
$1,001 - $15,000
None (or less than $201)
2
Clark Capital Multiple Strategy Account
$15,001 - $50,000
None (or less than $201)
2.1
DoubleLine Shiller Enhanced CAPE Class I Shares (DSEEX)
$1,001 - $15,000
None (or less than $201)
2.2
iShares US Treasury Bond ETF (GOVT)
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Mega Cap Value Index Fund ETF Shares (MGV)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$1,001 - $15,000
None (or less than $201)
2.7
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
DoubleLine Shiller Enhanced CAPE Class I Shares (DSEEX)
Purchase
07/15/2022
$1,001 - $15,000
2
iShares US Treasury Bond ETF (GOVT)
Purchase
07/15/2022
$1,001 - $15,000
3
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
Purchase
07/15/2022
$1,001 - $15,000
4
Vanguard Mega Cap Value Index Fund ETF Shares (MGV)
Purchase
07/15/2022
$1,001 - $15,000
5
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
Purchase
07/15/2022
$1,001 - $15,000
6
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
Purchase
07/15/2022
$1,001 - $15,000
7
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT)
Purchase
07/15/2022
$1,001 - $15,000

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
6
2
This account and its assets were purchased in July 2022. It was inadvertently left off of the 2023 report. All of the underlying assets are diversified mutual funds, and EIFs. They do not present a potential conflict of interest. The transactions for these assets, though occurring outside the reporting period, have been added to this report for completeness.

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