Financial Disclosure Details - OGE Form 278e (02/28/2023)

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Germantown, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
2
U.S. bank (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
4
Fidelity Contrafund (FCNTX)
$50,001 - $100,000
$5,001 - $15,000
5
Fidelity Software and IT Services Portfolio (FSCSX)
$15,001 - $50,000
$1,001 - $2,500
6
Fidelity Brokerage and Investment Management Portfolio (FSLBX)
$1,001 - $15,000
None (or less than $201)
7
Janus Henderson Balanced Fund Class T Shares (JABAX)
$15,001 - $50,000
$201 - $1,000
8
U.S. brokerage account (cash)
$15,001 - $50,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Amazon.com, Inc. (AMZN)
Purchase
05/17/2022
$1,001 - $15,000
2
Fidelity Medical Technology and Devices Portfolio (FSMEX)
Sale
05/11/2022
$1,001 - $15,000
3
Fidelity Small Cap Growth Fund (FCPGX)
Sale
11/09/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Rocket Mortgage
$100,001 - $250,000
2017
15 years

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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