Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
Rollover IRA
1.1
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.2
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
1.3
Gogo, Inc. (GOGO)
None (or less than $1,001)
None (or less than $201)
1.4
GrowGeneration Corp (grwg)
None (or less than $1,001)
None (or less than $201)
1.5
iShares Dow Jones US ETF (IYY)
$1,001 - $15,000
None (or less than $201)
1.6
The Kraft Heinz Co. (KHC)
$1,001 - $15,000
None (or less than $201)
1.7
Mondelez International, Inc. (MDLZ)
$1,001 - $15,000
Dividends
$201 - $1,000
1.8
Prudential Financial, Inc. (PRU)
$1,001 - $15,000
Dividends
$201 - $1,000
1.9
Roblox Corp (RBLX)
$1,001 - $15,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Rental Property - Washington, DC
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
Akre Focus Fund Retail Class Shares (AKREX)
$1,001 - $15,000
$201 - $1,000
3
Apple, Inc. (AAPL)
$100,001 - $250,000
Dividends
$1,001 - $2,500
4
Amazon.com, Inc. (AMZN)
$50,001 - $100,000
None (or less than $201)
5
Alibaba Group Holding Ltd (BABA)
$1,001 - $15,000
None (or less than $201)
6
Chow Tai Fook Jewellery Group Ltd (CJEWF)
$1,001 - $15,000
Dividends
$201 - $1,000
7
Delta Air Lines, Inc. (DAL)
$1,001 - $15,000
None (or less than $201)
8
Broadcom, Inc. (AVGO)
$15,001 - $50,000
Dividends
$201 - $1,000
9
Ford Motor Co. (F)
$1,001 - $15,000
Dividends
$201 - $1,000
10
Fortinet, Inc. (FTNT)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Caliber Loan
$50,001 - $100,000
2017
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
INTA
New York, New York
Event ticket to attend annual meeting in Singapore.
$675
2
National Inventor's Hall of Fame
North Canton, Ohio
Ticket and gifts from the NIHF gala to celebrate new hall of fame inductees
280.30

Endnotes

Section
#
Description
Nothing reported in this section

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