Financial Disclosure Details - OGE Form 278e (10/17/2022)

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
Traditional IRA
1.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
$1,001 - $15,000
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
Traditional IRA
1.1
Vanguard High Dividend Yield ETF (VYM)
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1 (Cash)
$15,001 - $50,000
None (or less than $201)
2
US bank #2 (Cash)
$50,001 - $100,000
None (or less than $201)
3
Stock - Blink Charging (BLNK) - electric vehicle charging
$1,001 - $15,000
None (or less than $201)
4
Stock - Amazon (AMZN)
$1,001 - $15,000
None (or less than $201)
5
Stock - Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
6
Stock Chewy (CHWY)
$1,001 - $15,000
None (or less than $201)
7
Stock - Twilio (TWLO) - software development
$1,001 - $15,000
None (or less than $201)
8
Stock - Block, Inc (SQ) - electronic payment system
$1,001 - $15,000
None (or less than $201)
9
Stock - Teck Resources (steel production)
$1,001 - $15,000
None (or less than $201)
10
Stock - Piedmont Lithium (PLL)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Third Federal Savings Bank
$100,001 - $250,000
2020
10 years

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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