Financial Disclosure Details - OGE Form 278e (05/08/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
TEK Family Trust
Chantilly, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

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
Fidelity Magellan
$15,001 - $50,000
None (or less than $201)
2
Apple Computers
$1,001 - $15,000
Dividends
None (or less than $201)
3
Chubb
$1,001 - $15,000
Dividends
None (or less than $201)
4
Cisco Systems
$1,001 - $15,000
Dividends
None (or less than $201)
5
Coca Cola
$15,001 - $50,000
Dividends
$201 - $1,000
6
IBM
$1,001 - $15,000
Dividends
$201 - $1,000
7
Schlumberger
$1,001 - $15,000
Dividends
None (or less than $201)
8
Ishares MSCI Canada Index
$1,001 - $15,000
None (or less than $201)
9
Invesco QQQ
$15,001 - $50,000
$201 - $1,000
10
American Century Ginnie Mae Fund
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Series I Govt Savings Bonds
$1,001 - $15,000
None (or less than $201)
2
Virginia 529
cash payments
$65,137
2.1
Stable Value
$1,001 - $15,000
None (or less than $201)
2.2
2021 Portfolio
$15,001 - $50,000
None (or less than $201)
2.3
2024 Portfolio
$50,001 - $100,000
None (or less than $201)
3
JFCU Checking and Savings Accounts
$1,001 - $15,000
Interest
None (or less than $201)
4
Mass Mutual Whole Life Insurance
$50,001 - $100,000
None (or less than $201)
5
Mass Mutual Whole Life Insurance
$50,001 - $100,000
None (or less than $201)
6
TD Ameritrade- Beneficiary IRA
cash distribution
$45,000
6.1
Amicus Therapeutics, Inc. - Common Stock (FOLD)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Swedish Export Credit Corp
Sale
10/24/2022
$1,001 - $15,000
2
Turquoise Hill Res LTD
Sale
12/27/2022
$1,001 - $15,000
3
Virginia 529 2018 Portfolio
Sale
01/03/2022
$1,001 - $15,000
4
Virginia 529 2018 Portfolio
Purchase
03/21/2022
$1,001 - $15,000
5
Virginia 529 2021 Portfolio
Sale
01/06/2022
$15,001 - $50,000
6
Virginia 529 2021 Portfolio
Sale
08/02/2022
$15,001 - $50,000
7
Virginia 529 2021 Portfolio
Sale
08/22/2022
$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
1
1
I became the trustee upon the death of a family member.
6
2.1
On 12/30/2022 the portfolio was automatically transitioned from the 2018 Portfolio to the Stable Value Portfolio.
6
6
I acquired this beneficiary IRA upon the death of a family member in October 2019.
6
7
Became beneficiary upon death of family member in October 2019
6
7.2
The BB&T Bank account went to escheatment. I will be filing a claim.
7
1
This was a bond that had reached maturity and was redeemed by the issuer. I did not have knowledge of this transaction at the time it occurred. While the transaction was reported to me in my monthly account statement sent by email November 2, 2022, the email went to spam and I did not realize it was there until I was going through the spam email box today.

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