Financial Disclosure Details - OGE Form 278e (04/30/2024)

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
$201 - $1,000
2
iShares Russell 2000 WM) (IWM)
$1,001 - $15,000
None (or less than $201)
3
Vanguard Total Stock Market Index ETF (VTI)
$15,001 - $50,000
$201 - $1,000
4
DFA US Core Equity (DFEOX)
$15,001 - $50,000
$201 - $1,000
5
Fidelity International Real Estate (FIREX)
$1,001 - $15,000
None (or less than $201)
6
Harbor Capital Appreciation (HACAX)
$15,001 - $50,000
None (or less than $201)
7
T. Rowe Price Dividend Growth (PRDGX)
$1,001 - $15,000
None (or less than $201)
8
T. Rowe Price Emerging Markets (PRMSX)
$1,001 - $15,000
None (or less than $201)
9
American Tax Exempt Bond Fund of America (TEAFX)
$1,001 - $15,000
$201 - $1,000
10
Vanguard High Yield Tax Exempt (VWALX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Invesco S&P MidCap Quality ETF (XMHQ)
Purchase
11/16/2023
$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
Nothing reported in this section

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