Financial Disclosure Details - OGE Form 278e (04/10/2023)

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
T Rowe Price Roth IRA Retirement 2040
$1,001 - $15,000
$1,001 - $2,500

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
Bloomberg BNA, defined benefit plan (value not readily ascertainable)
retirement payments
2
T. Rowe Price Spectrum Moderate Allocation Fund (401k)
Over $1,000,000
$100,001 - $1,000,000
3
T. Rowe Price Spectrum Moderate Growth Allocation Fund (401k)
$100,001 - $250,000
$15,001 - $50,000
4
T. Rowe Price Short Term Bond Fund (Traditional IRA deceased bene.)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
T. Rowe Price Balanced I CL (843)
$500,001 - $1,000,000
$15,001 - $50,000
2
T Rowe Capital Appreciation (726)
$50,001 - $100,000
$2,501 - $5,000
3
T Rowe Price Dividend Growth I CL (751)
$50,001 - $100,000
$1,001 - $2,500
4
T Rowe Price Equity Income (829)
$15,001 - $50,000
$1,001 - $2,500
5
T Rowe Price Emerging Markets (559)
$15,001 - $50,000
$201 - $1,000
6
T. Rowe Price European Stock (357)
$15,001 - $50,000
$201 - $1,000
7
T Rowe Price Financial Services ICL
$100,001 - $250,000
$2,501 - $5,000
8
T Rowe Price Japan (630)
$15,001 - $50,000
$1,001 - $2,500
9
T Rowe Price Maryland Tax Free Bond I CL (676)
$100,001 - $250,000
$5,001 - $15,000
10
T Rowe Price New Era (212)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
T Rowe Price Maryland Tax-Free Bond Fund (MDXBX)
Sale
06/14/2022
$250,001 - $500,000
2
T. Rowe Price Spectrum Moderate Growth Allocation Fund (TGIPX)
Purchase
06/14/2022
$250,001 - $500,000

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
1
Name change from Balanced to Balanced I CL
6
3
name change from Dividend Growth to Dividend Growth I CL
6
7
Name change from Financial Services to Financial Services IC L
6
9
Name change from Maryland Tax Free Bond to Maryland Tax Free Bond I CL
6
16
Name change from Maryland Tax Free Bond to Maryland Tax Free Bond I CL
6
17
Name changed from Spectrum Moderate Allocation to Spectrum Moderate Allocation I CL

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