Financial Disclosure Details - OGE Form 278e (05/11/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
THE FIRST CENTRAL FLORIDA AMERICAN INN OF COURT
ORLANDO, Florida
Director
8/2022
2
Federal Bar Association - Orlando Chapter
Orlando, Florida
Director
8/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of Florida defined contribution plan
1.1
FRS Select U.S. Stock Market Index Fund
$15,001 - $50,000
None (or less than $201)
2
Rollover IRA
2.1
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$50,001 - $100,000
$1,001 - $2,500
3
Roth IRA
3.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
TALLAHASSEE, Florida
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
10/1999

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
Verisail Partners (financial planning)
hourly wages
2
Roth IRA #1
2.1
iShares MSCI USA ESG Select ETF (SUSA)
$1,001 - $15,000
None (or less than $201)
2.2
Southwest Airlines Co. (LUV)
None (or less than $1,001)
None (or less than $201)
2.3
Kellogg Co. (K)
$1,001 - $15,000
None (or less than $201)
2.4
U.S. brokerage (cash)
$1,001 - $15,000
None (or less than $201)
2.5
iShares MSCI India Small-Cap ETF (SMIN)
None (or less than $1,001)
None (or less than $201)
3
Roth IRA #2
3.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$50,001 - $100,000
$1,001 - $2,500
3.2
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. bank #2 (cash)
$15,001 - $50,000
$201 - $1,000
3
Vanguard Education Savings Account #1
3.1
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
None (or less than $1,001)
None (or less than $201)
4
U.S. bank #3 (cash)
$15,001 - $50,000
None (or less than $201)
5
Brokerage account
5.1
Schwab S&P 500 Index Fund (SWPPX)
$1,001 - $15,000
None (or less than $201)
5.2
Schwab 1000 Index Fund (SNXFX)
$1,001 - $15,000
None (or less than $201)
6
Oracle Corp. (ORCL)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Federal Money Market Fund Investor Shares (VMFXX) (IRA)
Sale
01/18/2022
$1,001 - $15,000
2
Vanguard Health Care Fund Investor Shares (VGHCX) (IRA)
Purchase
01/18/2022
$1,001 - $15,000
3
Vanguard Federal Money Market Fund Investor Shares (VMFXX) (Education savings account for DC-2)
Sale
01/18/2022
$1,001 - $15,000
4
Vanguard Health Care Fund Investor Shares (VGHCX) (education savings account for DC- 2)
Purchase
01/18/2022
$1,001 - $15,000
5
US Treasury series I savings bond
Purchase
05/23/2022
$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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