Financial Disclosure Details - OGE Form 278e (06/01/2023)

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
Simple IRA #1
1.1
U.S. Bank Sweep Account
$1,001 - $15,000
None (or less than $201)
1.2
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Core MSCI Europe ETF (IEUR)
$1,001 - $15,000
None (or less than $201)
1.4
Consumer Staples Select Sector SPDR Fund (XLP)
$1,001 - $15,000
None (or less than $201)
1.5
Health Care Select Sector SPDR Fund (XLV)
$15,001 - $50,000
None (or less than $201)
1.6
Technology Select Sector SPDR Fund (XLK)
$15,001 - $50,000
None (or less than $201)
1.7
Communication Services Select Sector SPDR Fund (XLC)
$1,001 - $15,000
None (or less than $201)
1.8
Utilities Select Sector SPDR Fund (XLU)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU)
$15,001 - $50,000
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
Simple IRA #2
1.1
U.S. Bank Sweep Account #3 (Cash)
$1,001 - $15,000
None (or less than $201)
1.2
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Core MSCI Europe ETF (IEUR)
$1,001 - $15,000
None (or less than $201)
1.4
Consumer Staples Select Sector SPDR Fund (XLP)
$1,001 - $15,000
None (or less than $201)
1.5
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
1.6
Technology Select Sector SPDR Fund (XLK)
$1,001 - $15,000
None (or less than $201)
1.7
Communication Services Select Sector SPDR Fund (XLC)
$1,001 - $15,000
None (or less than $201)
1.8
Utilities Select Sector SPDR Fund (XLU)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
2
Residential Real Estate (Stafford, VA)
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
3
Virginia 529 Plan
3.1
Virginia 2039 Portfolio (Invest)
$1,001 - $15,000
None (or less than $201)
4
Janney Brokerage Account
4.1
U.S. Bank Sweep Account #4 (Cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
4.2
Apple, Inc. (AAPL)
$50,001 - $100,000
Dividends
$201 - $1,000
4.3
Dollar General Corp. (DG)
$15,001 - $50,000
Dividends
$201 - $1,000
4.4
Deere & Co. (DE)
$1,001 - $15,000
None (or less than $201)
4.5
Mastercard, Inc. (MA)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Alphabet, Inc. (GOOG)
Purchase
06/17/2022
$1,001 - $15,000
2
Amazon.com, Inc. (AMZN)
Purchase
06/17/2022
$1,001 - $15,000
3
Costco Wholesale Corp. (COST)
Purchase
06/17/2022
$1,001 - $15,000
4
Deere & Co. (DE)
Purchase
06/17/2022
$1,001 - $15,000
5
Columbia Strategic Income Fund Institutional Class Shares (LSIZX)
Sale
06/16/2022
$15,001 - $50,000
6
Columbia Floating Rate Fund Institutional Class Shares (CFRZX)
Purchase
06/17/2022
$1,001 - $15,000
7
Warner Bros. Discovery Inc. Series A Common Stock (WBD)
Sale
06/17/2022
$1,001 - $15,000
8
Visa, Inc.
Sale
09/09/2021
$15,001 - $50,000
9
Visa, Inc.
Sale
10/04/2021
$15,001 - $50,000
10
Columbia Large Cap Growth Fund Class C Shares (LEGCX)
Sale
09/09/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Paramount Pictures
San Diego, California
Free attendance at the Top Gun: Maverick premier after party hosted by Paramount Pictures. Includes spouse attendance.
2,000

Endnotes

Section
#
Description
2
1.2
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.3
Asset was purchased on 11/9/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.4
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.5
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.6
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.7
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.9
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.10
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
1.14
Asset was purchased on 9/13/21; however, it was inadvertenly omitted from the 2022 report. Transaction reported in Part 7 for continuity purposes.
2
2.2
Asset initially purchased on 9/10/2021 and was inadvertently omitted from the 2022 annual report. Transaction is reported in Part 7 for continuity purposes.

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