Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
Fidelity (Retirement Fund)
1.1
Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX)
$250,001 - $500,000
None (or less than $201)
1.2
JPMCB SR PB 2035 CFC - Blended Fund Investment
$50,001 - $100,000
None (or less than $201)
1.3
SP 500 Index PL CL D
$15,001 - $50,000
None (or less than $201)
1.4
FID Contrafund Pool
$15,001 - $50,000
None (or less than $201)
1.5
Ariel Fund Institutional Class Shares (ARAIX)
$15,001 - $50,000
None (or less than $201)
2
TIAA (Retirement Fund)
2.1
CREF Stock R3 (QCSTIX)
$50,001 - $100,000
None (or less than $201)
2.2
CREF Growth R3 (QCGRIX)
$100,001 - $250,000
None (or less than $201)
2.3
CREF Equity Index R3 (QCEQIX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Janus Money Market Fund (mutual fund)
$50,001 - $100,000
None (or less than $201)
2
Janus Money Market Fund (mutual fund)
$1,001 - $15,000
None (or less than $201)
3
U.S. credit union #1 (cash account)
$1,001 - $15,000
None (or less than $201)
4
U.S. credit union #2 (cash account)
$15,001 - $50,000
None (or less than $201)
5
AT&T (stock)
$1,001 - $15,000
None (or less than $201)
6
Charter Communications Inc (stock)
$1,001 - $15,000
None (or less than $201)
7
U.S. bank #1 (cash account)
$1,001 - $15,000
None (or less than $201)
8
U.S. bank #2 (cash account)
$15,001 - $50,000
None (or less than $201)
9
U.S. bank #3 (cash account)
$100,001 - $250,000
None (or less than $201)
10
U.S. bank #4 (cash account)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
salesforce.com, inc. (CRM)
Sale
02/02/2023
$15,001 - $50,000
2
salesforce.com, inc. (CRM)
Sale
03/23/2023
$50,001 - $100,000
3
salesforce.com, inc. (CRM)
Sale
05/23/2023
$1,001 - $15,000
4
salesforce.com, inc. (CRM)
Sale
06/23/2023
$1,001 - $15,000
5
salesforce.com, inc. (CRM)
Sale
06/29/2023
$1,001 - $15,000
6
salesforce.com, inc. (CRM)
Sale
06/29/2023
$1,001 - $15,000
7
salesforce.com, inc. (CRM)
Sale
08/23/2023
$1,001 - $15,000
8
salesforce.com, inc. (CRM)
Sale
09/25/2023
$1,001 - $15,000
9
salesforce.com, inc. (CRM)
Sale
11/24/2023
$1,001 - $15,000
10
salesforce.com, inc. (CRM)
Sale
12/26/2023
$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
7
1
Transaction dates of 2/2 and 2/23/2023
7
2
Transactions of 3/23 and 3/30/2023

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