Financial Disclosure Details - OGE Form 278e (03/26/2023)

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
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
U.S. IRA Account (cash)
$1,001 - $15,000
None (or less than $201)
2
Jackson National Life Insurance Co. Premium Deferred Fixed Annuity
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. Money Market (cash)
$1,001 - $15,000
None (or less than $201)
3
Columbia Acorn Fund Institutional Class Shares (ACRNX)
$1,001 - $15,000
None (or less than $201)
4
Invesco Balanced-Risk Allocation FD CL Y
$1,001 - $15,000
None (or less than $201)
5
American Funds The Bond Fund of America Class F-2
$1,001 - $15,000
None (or less than $201)
6
American Funds Capital World Growth & Income Fund Class F-2
$15,001 - $50,000
$201 - $1,000
7
American Funds Europacific Growth Fund Class F-2
$1,001 - $15,000
None (or less than $201)
8
First Trust Target Focus Four Portfolio Unit 5760
$1,001 - $15,000
$2,501 - $5,000
9
Gateway Fund Class Y Shares (GTEYX)
$1,001 - $15,000
None (or less than $201)
10
American Funds The Growth Fund of America Class F-2
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Redwood Residential Acquisition Corporation
$50,001 - $100,000
2013
30 year fixed

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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