Financial Disclosure Details - OGE Form 278e (04/18/2023)

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
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
Edward Jones
Salary (other than Federal Government)

Other Assets and Income

#
Description
Value
Type
Amount
1
McDonalds
$15,001 - $50,000
Dividends
$201 - $1,000
2
Abbott Laboratories
$1,001 - $15,000
None (or less than $201)
3
Abbvie Incorporated
$1,001 - $15,000
None (or less than $201)
4
Coca-Cola Co
$1,001 - $15,000
None (or less than $201)
5
Verizon Communications
$1,001 - $15,000
None (or less than $201)
6
Franklin Rising Dividends Fund CL A
$15,001 - $50,000
None (or less than $201)
7
U.S. Bank Account #1 (cash)
$15,001 - $50,000
None (or less than $201)
8
U.S. Bank Account #2 (cash)
$15,001 - $50,000
None (or less than $201)
9
John Hancock International Growth CL R6
$1,001 - $15,000
None (or less than $201)
10
JPMorgan Large Cap Growth CL R6
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Alphabet Inc Class A Common Stock
Purchase
01/20/2022
$1,001 - $15,000
2
Fortinet, Inc. (FTNT)
Purchase
01/20/2022
$1,001 - $15,000
3
Lord Abbett Invt TR Short Duration Income FD CL
Sale
01/20/2022
$1,001 - $15,000
4
AbbVie, Inc. (ABBV)
Purchase
01/20/2022
$1,001 - $15,000
5
Alphabet, Inc. (GOOGL)
Purchase
01/20/2022
$1,001 - $15,000
6
Grab Holdings
Purchase
01/20/2022
$1,001 - $15,000
7
Snap, Inc. (SNAP)
Purchase
01/20/2022
$1,001 - $15,000
8
ROBLOX Corp
Purchase
03/01/2022
$1,001 - $15,000
9
ASML Holding
Purchase
03/01/2022
$1,001 - $15,000
10
T Rowe Price US Treasury FDS
Sale
03/08/2022
$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
6
2
Abbot Laboratories is a DoD contractor. There is no direct conflict of interest because it is not a DTRA contractor.
6
4
Coca-Cola is a DoD contractor. There is no conflict of interest because it is not a DTRA contractor.
6
5
DoD contractor, however there is no direct conflict of interest because it is not a DTRA contractor.
6
23
Medtronic is a DoD contractor. There is no conflict of interest because it is not a DTRA contractor.
6
24
Microsoft is a DoD Contractor. There is no conflict of interest because it is not a DTRA contractor.
6
27
Name change resulting in merger of CBS and Viacom. ViacomCBS is a DoD contractor. No conflict of interest because it is not a DTRA contractor.
6
28
Abbot Laboratories is a DoD contractor. There is no conflict of interest because it is not a DTRA contractor.
6
30
Amazon is a DTRA Contractor. Disqualification statement is on file in the 2023 database and attached to this report.
6
31
Amazon is a DTRA Contractor. Disqualification statement is on file in the 2023 database and attached to this report.
6
39
Microsoft is a DoD contractor. There is no conflict of interest because it is not a DTRA contractor.

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