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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Sole Proprietorship
Columbia, Maryland
Soccer Referee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
sole proprietorship
Net earnings
$1,948
2
Vanguard Dividend Growth Fund VDIGX
$50,001 - $100,000
$2,501 - $5,000
3
Vanguard Emerging Markets Government Bond Index Fund Admiral Shares VGAVX
$1,001 - $15,000
$201 - $1,000
4
Vanguard High Dividend Yield Index Fund Admiral Shares VHYAX
$15,001 - $50,000
$1,001 - $2,500
5
Vanguard High-Yield Corporate Fund Investor Shares VWEHX
$15,001 - $50,000
$2,501 - $5,000
6
Vanguard International Explorer Fund VINEX
$15,001 - $50,000
$1,001 - $2,500
7
Vanguard Real Estate Index Fund Admiral Shares VGSLX
$50,001 - $100,000
$5,001 - $15,000
8
Vanguard Total International Bond Index Fund Admiral Shares VTABX
$1,001 - $15,000
$1,001 - $2,500
9
Rental Condominium in Ocean City, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000

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
State of Maryland Department of Natural Resources
salary
2
Vanguard Emerging Markets Select Stock Fund VMMSX
$15,001 - $50,000
$2,501 - $5,000
3
Vanguard Emerging Markets Stock Index Fund Admiral Shares VEMAX
$15,001 - $50,000
$5,001 - $15,000
4
Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares VGLRX
$1,001 - $15,000
$201 - $1,000
5
Vanguard Mid-Cap Index Fund Admiral Shares VIMAX
$15,001 - $50,000
$2,501 - $5,000
6
Vanguard Selected Value Fund VASVX
$15,001 - $50,000
$5,001 - $15,000
7
Vanguard Small-Cap Growth Index Fund Admiral Shares VSGAX
$50,001 - $100,000
$15,001 - $50,000
8
Vanguard Primecap Investor
$50,001 - $100,000
$5,001 - $15,000
9
State Street S&P 500 Index
$15,001 - $50,000
$201 - $1,000
10
State Street MidCap Index
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
SECU Checking
$1,001 - $15,000
None (or less than $201)
2
SECU Money Manager
$15,001 - $50,000
Interest
None (or less than $201)
3
PGCFCU Checking
$1,001 - $15,000
None (or less than $201)
4
PGCFCU Savings
$1,001 - $15,000
None (or less than $201)
5
Discover Savings
$1,001 - $15,000
Interest
$1,001 - $2,500
6
Discover Checking
$1,001 - $15,000
None (or less than $201)
7
MD 529 Education Account #1
$50,001 - $100,000
None (or less than $201)
8
MD 529 Education Account #2
$15,001 - $50,000
None (or less than $201)
9
MD 529 Education Account #3
$50,001 - $100,000
None (or less than $201)
10
MD 529 Education Account #4
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Norwegian Cruise Line Holdings Ltd. (NCLH)
Purchase
03/28/2023
$1,001 - $15,000
2
The Walt Disney Co. (DIS)
Purchase
05/11/2023
$1,001 - $15,000
3
The Walt Disney Co. (DIS)
Purchase
05/26/2023
$1,001 - $15,000
4
The Walt Disney Co. (DIS)
Purchase
08/25/2023
$1,001 - $15,000
5
The Walt Disney Co. (DIS)
Purchase
10/09/2023
$1,001 - $15,000
6
EngageSmart Inc. Common Stock (ESMT)
Sale
10/25/2023
$1,001 - $15,000
7
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)
Purchase
03/28/2023
$1,001 - $15,000
8
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
03/28/2023
$1,001 - $15,000
9
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
08/25/2023
$1,001 - $15,000
10
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
09/25/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
First Shore Federal
$100,001 - $250,000
2014
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7
Equity, Inflation-Focused Bond, and Money Market Funds held in this account.
6
8
Equity Fund held in this account.
6
9
Equity, Inflation-Focused Bond, and Money Market Funds held in this account.
6
10
Equity Fund held in this account.
6
11
Equity Fund held in this account.
6
12
Equity Fund held in the account

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