Financial Disclosure Details - OGE Form 278e (05/23/2024)

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
1
Teacher's Retirement Plan of GA defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US credit union cash account Money Market Acct
$15,001 - $50,000
None (or less than $201)
2
U. S. bank Account (cash)
$15,001 - $50,000
None (or less than $201)
3
Spouse Roth IRA
3.1
iShares US Energy ETF
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Dividend Appreciation ETF
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard CRSP US Mid Cap INdex
$1,001 - $15,000
None (or less than $201)
4
Roth IRA
4.1
Vanguard Health Care Index
$1,001 - $15,000
None (or less than $201)
4.2
Vanguard REIT ETF Index
$1,001 - $15,000
None (or less than $201)
4.3
Vanguard Total Stock Market Index Admiral Shares
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Provention Bio, Inc. (PRVB)
Sale
04/28/2023
$15,001 - $50,000
2
Global X Robotics & Artificial Intelligence ETF (BOTZ)
Purchase
01/31/2023
$1,001 - $15,000
3
Global X Future Analytics Tech ETF (AIQ)
Purchase
01/31/2023
$1,001 - $15,000
4
Spear Alpha ETF Spear Alpha ETF (SPRX)
Purchase
01/31/2023
$1,001 - $15,000
5
Invesco AI and Next Gen Software (IGPT)
Purchase
01/31/2023
$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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