Financial Disclosure Details - OGE Form 278e (04/29/2024)

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
Vanguard Total Stock Mkt Indx (N-Roth)
$15,001 - $50,000
None (or less than $201)

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
Vanguard Total Stock Market Index (K-IRA)
$50,001 - $100,000
None (or less than $201)
2
Vanguard 500 Index Fund (K-IRA)
$50,001 - $100,000
None (or less than $201)
3
Vanguard Growth and Income (K-IRA)
$15,001 - $50,000
None (or less than $201)
4
Janus Global Life Sciences (K-Roth)
$15,001 - $50,000
None (or less than $201)
5
JPMorgan Large Cap Growth R6 (JLGMX) (Cov)
$100,001 - $250,000
None (or less than $201)
6
Vanguard Interm-Term Bond Index (Cov)
$100,001 - $250,000
None (or less than $201)
7
Schwab Indexed Retirement 2040 (Cov)
$100,001 - $250,000
None (or less than $201)
8
Vanguard Extended Market Index (Cov)
$100,001 - $250,000
None (or less than $201)
9
Covington & Burling
Spouse's Salary
10
Schwab International Index Fund (SWISX) (Cov)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Rental Home, Sacramento, CA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
U.S. bank account #1 (cash)
$250,001 - $500,000
None (or less than $201)
3
U.S. bank account #2 (cash)
$100,001 - $250,000
None (or less than $201)
4
U.S. bank account #3 (cash)
$15,001 - $50,000
None (or less than $201)
5
Imperial County Undeveloped Land
$100,001 - $250,000
None (or less than $201)
6
Single Family Home, Gardena, CA
$500,001 - $1,000,000
None (or less than $201)
7
Xerox Common (Fid)
None (or less than $1,001)
Dividends
$201 - $1,000
8
Coca Cola Common (Fid)
$15,001 - $50,000
Dividends
$201 - $1,000
9
IBM Common (Fid)
$1,001 - $15,000
Dividends
$201 - $1,000
10
Fidelity Investments (Cash)
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Bank, Sacramento, CA
$100,001 - $250,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
10
Employer purchase beginning 7/19/2022.
5
11
Employer purchase beginning 7/19/2022.

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