Financial Disclosure Details - OGE Form 278e (05/14/2023)

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
IRA
1.1
Thornburg Investment Income Builder Fund Class I Shares (TIBIX)
$15,001 - $50,000
None (or less than $201)
1.2
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
1.3
AbbVie, Inc. (ABBV)
$1,001 - $15,000
None (or less than $201)
1.4
Air Products and Chemicals, Inc. (APD)
$1,001 - $15,000
None (or less than $201)
1.5
American Tower Corporation (REIT) (AMT)
$1,001 - $15,000
None (or less than $201)
1.6
Automatic Data Processing, Inc. (ADP)
$1,001 - $15,000
None (or less than $201)
1.7
BlackRock, Inc. (BLK)
$1,001 - $15,000
None (or less than $201)
1.8
Broadcom, Inc. (AVGO)
$1,001 - $15,000
None (or less than $201)
1.9
Chevron Corp. (CVX)
$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
DC Child and Family Services Agency
salary
2
IRA
2.1
AAM/Bahl & Gaynor Income Growth Fund Class C Shares (AFYCX)
$1,001 - $15,000
None (or less than $201)
2.2
Investment Company of America Class C Shares (AICCX)
None (or less than $1,001)
None (or less than $201)
3
District of Colombia, 401A
3.1
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
$15,001 - $50,000
None (or less than $201)
4
District of Colombia, 457B
4.1
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Morgan Stanley Personal
1.1
O'Shares FTSE US Quality Dividend ETF (OUSA)
$15,001 - $50,000
$201 - $1,000
1.2
Davis Select Financial ETF (DFNL)
$15,001 - $50,000
$201 - $1,000
1.3
Davis Select US Equity ETF (DUSA)
$1,001 - $15,000
None (or less than $201)
1.4
iShares Core S&P 500 ETF (IVV)
$15,001 - $50,000
$201 - $1,000
1.5
iShares Russell 1000 Value ETF (IWD)
$15,001 - $50,000
$201 - $1,000
1.6
Financial Select Sector SPDR Fund (XLF)
$15,001 - $50,000
$201 - $1,000
1.7
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
$15,001 - $50,000
$201 - $1,000
1.8
Vanguard Growth Index Fund ETF Class Shares (VUG)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Value Index Fund ETF Shares (VTV)
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Davis New York Venture Fund Class Y Shares (DNVYX)
Sale
05/10/2022
$15,001 - $50,000
2
MainStay Winslow Large Cap Growth Fund Class I Shares (MLAIX)
Sale
05/10/2022
$15,001 - $50,000
3
O'Shares FTSE US Quality Dividend ETF (OUSA)
Purchase
05/10/2022
$15,001 - $50,000
4
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
Purchase
05/10/2022
$1,001 - $15,000
5
Financial Select Sector SPDR Fund (XLF)
Purchase
05/10/2022
$1,001 - $15,000
6
Vanguard Growth Index Fund ETF Class Shares (VUG)
Purchase
05/10/2022
$1,001 - $15,000
7
Vanguard Value Index Fund ETF Shares (VTV)
Purchase
05/10/2022
$1,001 - $15,000
8
Growth Fund of America Class F2 Shares (GFFFX)
Sale
01/20/2022
$1,001 - $15,000
9
VanEck Vectors Gold Miners ETF (GDX)
Purchase
01/20/2022
$1,001 - $15,000
10
JPMorgan Chase & Co. (JPM)
Sale
05/02/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Morgan Stanley
$100,001 - $250,000
2020
on demand
2
Fedloan Servicing
$100,001 - $250,000
2016
revolving

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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