Financial Disclosure Details - OGE Form 278e (05/18/2024)

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
1
SEP IRA
$50,001 - $100,000
Dividends
$5,001 - $15,000
2
TIAA CREF Retirment Account
$1,001 - $15,000
$201 - $1,000
3
TransAmerica 401k
$1,000,001 - $5,000,000
$1,001 - $2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2001

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
Marriott International, Inc. Deeferred Compensation
Cash payment
2
Merrill Lynch IRA
$100,001 - $250,000
$2,501 - $5,000
3
Morgan Stanley IRA
Over $1,000,000
Dividends Interest
$15,001 - $50,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity 529 plan
$1,001 - $15,000
None (or less than $201)
2
SunTrust Bank Account
$15,001 - $50,000
None (or less than $201)
3
Maryland 529 Plan
$15,001 - $50,000
None (or less than $201)
4
Franklin Templeton (FAROX)
$15,001 - $50,000
None (or less than $201)
5
Morgan Stanley Portfolio Management Acct - NLV
$100,001 - $250,000
Dividends
$2,501 - $5,000
5.1
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
5.2
AT&T
$1,001 - $15,000
None (or less than $201)
5.3
Chevron Corp. (CVX)
$1,001 - $15,000
None (or less than $201)
5.4
Crown Castle International Corp. (CCI)
$1,001 - $15,000
None (or less than $201)
5.5
CVS Health Corp. (CVS)
$1,001 - $15,000
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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