Financial Disclosure Details - OGE Form 278e (05/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington, Virginia
President
Present
2
Arlington, Virginia
President
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Truist Bank CDs
$50,001 - $100,000
Interest
$201 - $1,000
2
Wells Fargo Bank CD
$1,001 - $15,000
Interest
$201 - $1,000
3
Wright Patman Credit Union CDs
$100,001 - $250,000
Interest
$2,501 - $5,000
4
Wright Patman Credit Union SEP-IRA CDs
$100,001 - $250,000
Interest
$2,501 - $5,000
5
Dept. of Commerce Credit Union CDs
$250,001 - $500,000
Interest
$5,001 - $15,000

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
T. Rowe Price Equity Income Fund
$50,001 - $100,000
$2,501 - $5,000
2
Janus Henderson Global Research Fund
$15,001 - $50,000
$1,001 - $2,500
3
Dodge & Cox Balanced Fund
$15,001 - $50,000
$2,501 - $5,000
4
Torray Fund
$15,001 - $50,000
$2,501 - $5,000
5
Vanguard Wellington Fund
$15,001 - $50,000
$2,501 - $5,000
6
Mairs & Power Growth Fund
$15,001 - $50,000
$2,501 - $5,000
7
Vanguard REIT Fund
$15,001 - $50,000
$1,001 - $2,500
8
Sit Tax-Free Income Fund
$1,001 - $15,000
None (or less than $201)
9
Columbia Threadneedle Tax-Exempt Fund
$1,001 - $15,000
None (or less than $201)
10
Apple Inc. Common Stock
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Arlington County VA General Obligation Bonds, due 8/15/2029
Purchase
01/26/2022
$1,001 - $15,000
2
Arlington County VA General Obligation Bonds, due 8/1/2029
Purchase
01/26/2022
$1,001 - $15,000
3
Apple Common Stock (APPL)
Purchase
02/03/2022
$1,001 - $15,000
4
Arlington County VA General Obligation Bonds Due 2/15/2024
Sale
02/15/2022
$1,001 - $15,000
5
Virginia 529 Aggressive Growth Fund
Purchase
06/21/2022
$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
25
Washington Real Estate Investment Trust changed its name to Elme Communities.

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