Financial Disclosure Details - OGE Form 278e (04/03/2024)

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
Akin Gump Strauss Hauer & Feld Partners' Retirement Plan
$250,001 - $500,000
None (or less than $201)
2
Lippes Mathias Wexler Friedman LLP
Salary
3
Lippes Mathias Wexler Friedman LLP, 401(K) Plan
3.1
FlexPATH Idx Moderate 2025 R1
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Money Market Account
$500,001 - $1,000,000
None (or less than $201)
2
U.S. credit union (cash)
$15,001 - $50,000
None (or less than $201)
3
Virginia 529
3.1
Portfolio 2033
$15,001 - $50,000
None (or less than $201)
3.2
Portfolio 2039
$1,001 - $15,000
None (or less than $201)
4
Allianz Index Advantage Annuity
$500,001 - $1,000,000
$5,001 - $15,000
5
Allianz Index Advantage Annuity
$500,001 - $1,000,000
$15,001 - $50,000
6
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
7
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
$1,001 - $2,500
8
iShares S&P 500 Growth ETF (IVW)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
11/29/2023
$15,001 - $50,000
2
iShares Core US Aggregate Bond ETF (AGG)
Purchase
01/31/2023
$15,001 - $50,000
3
iShares 20+ Year Treasury Bond ETF (TLT)
Purchase
11/29/2023
$15,001 - $50,000
4
JPMorgan Ultra-Short Income ETF (JPST)
Purchase
01/31/2023
$1,001 - $15,000
5
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
11/29/2023
$1,001 - $15,000
6
iShares Core US Aggregate Bond ETF (AGG)
Purchase
01/31/2023
$1,001 - $15,000
7
iShares Core S&P Small-Cap ETF (IJR)
Purchase
01/26/2023
$1,001 - $15,000
8
iShares Core S&P 500 ETF (IVV)
Purchase
01/26/2023
$1,001 - $15,000
9
iShares Core 1-5 Year USD Bond ETF (ISTB)
Purchase
01/26/2023
$1,001 - $15,000
10
iShares S&P 500 Growth ETF (IVW)
Purchase
01/26/2023
$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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