Alice Lugo
Assistant Secretary, Office of Legislative Affairs
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $3.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (08/17/2022)

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
1.1
NVIDIA Corp. (NVDA)
$1,001 - $15,000
None (or less than $201)
1.2
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.3
Berkshire Hathaway Inc. (BRKB)
$1,001 - $15,000
None (or less than $201)
1.4
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1,001 - $15,000
None (or less than $201)
1.5
Amazon.com, Inc. (AMZN)
$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
DCI Group, LLC (Public Affairs)
Salary
2
Roth IRA #1
2.1
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
2.2
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1,001 - $15,000
None (or less than $201)
3
Roth IRA #2
3.1
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1,001 - $15,000
None (or less than $201)
4
Roth IRA #3
4.1
Victory Munder Multi-Cap Fund Class C Shares (MNNCX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$250,001 - $500,000
$5,001 - $15,000
2
Vanguard 500 Index Fund ETF Shares (VOO)
$100,001 - $250,000
$2,501 - $5,000
3
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
$201 - $1,000
4
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
5
Apple, Inc. (AAPL)
$50,001 - $100,000
Dividends
$201 - $1,000
6
Amazon.com, Inc. (AMZN)
$100,001 - $250,000
None (or less than $201)
7
Bank of America Corp. (BAC)
$15,001 - $50,000
Dividends
$201 - $1,000
8
Berkshire Hathaway Inc. (BRKB)
$50,001 - $100,000
None (or less than $201)
9
Berkshire Hathaway Inc. (BRKB)
$15,001 - $50,000
None (or less than $201)
10
Citigroup, Inc. (C)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
SPDR S&P 500 ETF Trust (SPY)
Purchase
07/20/2022
$1,001 - $15,000
2
SPDR S&P 500 ETF Trust (SPY)
Purchase
07/22/2022
$1,001 - $15,000
3
SPDR S&P 500 ETF Trust (SPY)
Purchase
07/08/2022
$1,001 - $15,000
4
SPDR Dow Jones Industrial Average ETF Trust (DIA)
Purchase
07/08/2022
$1,001 - $15,000
5
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
07/08/2022
$1,001 - $15,000
6
SPDR S&P 500 ETF Trust (SPY)
Purchase
07/08/2022
$1,001 - $15,000
7
SPDR Dow Jones Industrial Average ETF Trust (DIA)
Purchase
07/08/2022
$1,001 - $15,000
8
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
07/08/2022
$1,001 - $15,000
9
SPDR Dow Jones Industrial Average ETF Trust (DIA)
Purchase
07/20/2022
$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
Nothing reported in this section

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