Financial Disclosure Details - OGE Form 278e (06/29/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Musician
, Maryland
Musician
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
First Trust Rising Dividend Achievers ETF (RDVY)
$1,001 - $15,000
None (or less than $201)
1.2
Invesco S&P 500 GARP ETF (SPGP)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Russell 2000 ETF (IWM)
None (or less than $1,001)
None (or less than $201)
1.4
O'Shares FTSE US Quality Dividend ETF (OUSA)
$1,001 - $15,000
None (or less than $201)
1.5
Pacer Trendpilot US Large Cap ETF (PTLC)
None (or less than $1,001)
None (or less than $201)
1.6
SPDR S&P MidCap 400 ETF (MDY)
None (or less than $1,001)
None (or less than $201)
1.7
SPDR Portfolio S&P 500 Growth ETF (SPYG)
$1,001 - $15,000
None (or less than $201)
1.8
SPDR Portfolio S&P 500 Value ETF (SPYV)
$1,001 - $15,000
None (or less than $201)
1.9
VictoryShares US 500 Enhanced Volatility Wtd Index ETF (CFO)
$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
1
Spouse IRA #1
1.1
First Trust Rising Dividend Achievers ETF (RDVY)
$15,001 - $50,000
None (or less than $201)
1.2
Invesco S&P 500 GARP ETF (SPGP)
$15,001 - $50,000
None (or less than $201)
1.3
O'Shares FTSE US Quality Dividend ETF (OUSA)
$1,001 - $15,000
$201 - $1,000
1.4
Pacer Trendpilot US Large Cap ETF (PTLC)
$15,001 - $50,000
None (or less than $201)
1.5
SPDR Portfolio S&P 500 Growth ETF (SPYG)
$1,001 - $15,000
None (or less than $201)
1.6
SPDR Portfolio S&P 500 Value ETF (SPYV)
$1,001 - $15,000
None (or less than $201)
1.7
VictoryShares US 500 Enhanced Volatility Wtd Index ETF (CFO)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH)
$15,001 - $50,000
None (or less than $201)
1.9
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares Core Conservative Allocation ETF (AOK)
$15,001 - $50,000
None (or less than $201)
2
T. Rowe Price College Savings Plan of MD Portfolio for Education Today
$50,001 - $100,000
None (or less than $201)
3
U.S. bank #2 (checking, savings, money market)
$100,001 - $250,000
None (or less than $201)
4
U.S. bank #2 (cash account)
$1,001 - $15,000
None (or less than $201)
5
U.S. credit union
$15,001 - $50,000
None (or less than $201)
6
U.S. bank #3 (money market account)
$50,001 - $100,000
Interest
$201 - $1,000
7
U.S. bank #4 (cash)
None (or less than $1,001)
None (or less than $201)
8
Spouse Brokerage
8.1
Cisco Systems, Inc. (CSCO)
None (or less than $1,001)
Dividends
None (or less than $201)
8.2
Microsoft Corp. (MSFT)
$1,001 - $15,000
Dividends
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
MINT - PIMCO Short Maturity ETF
Sale
01/24/2022
$15,001 - $50,000
2
RDVY - First Trust Rising Dividend ETF
Purchase
01/24/2022
$1,001 - $15,000
3
DVY - iShares Select Dividend ETF
Purchase
01/24/2022
$1,001 - $15,000
4
SPHQ - Invesco S&P 500 Quality ETF
Purchase
01/24/2022
$1,001 - $15,000
5
SPGP - Invesco S&P GARP ETF
Purchase
01/24/2022
$1,001 - $15,000
6
QQQ - Invesco QQQ ETF
Purchase
01/24/2022
$1,001 - $15,000
7
SPYG - SPDR S&P 500 Growth ETF
Purchase
01/24/2022
$1,001 - $15,000
8
NOBL - Proshares S&P 500 Dividend Aristocrats ETF
Purchase
01/19/2022
$1,001 - $15,000
9
PEP - Pepsico Inc
Purchase
01/19/2022
$1,001 - $15,000
10
DGX - Quest Diagnostics
Purchase
01/19/2022
$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
7
439
Under $1,000
7
444
Under $1,000
7
452
Under $1,000
7
464
Under $1,000
7
494
Under $1,000
7
500
Under $1,000
7
505
Under $1,000
7
517
Under $1,000
7
547
Under $1,000
7
553
Under $1,000

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