Financial Disclosure Details - OGE Form 278e (05/15/2022)

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
Edward Jones IRA
1.1
AMCAP FUND CL A
$1,001 - $15,000
None (or less than $201)
1.2
AMERICAN HIGH INCOME TRUST CL A
$1,001 - $15,000
None (or less than $201)
1.3
BOND FUND OF AMERICA CL A
$1,001 - $15,000
None (or less than $201)
1.4
AMERICAN US GOVERNMENT SECURITIES FUND CL A
None (or less than $1,001)
None (or less than $201)
1.5
GROWTH FUND OF AMERICA CL A
$1,001 - $15,000
None (or less than $201)
1.6
INVESTMENT COMPANY OF AMERICA FUND CL A
$1,001 - $15,000
None (or less than $201)
1.7
SMALLCAP WORLD FUND CL A
$1,001 - $15,000
None (or less than $201)
1.8
WASHINGTON MUTUAL INVESTORS FUND CL A
$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
McDermott Will & Emery LLP (Law Firm)
partnership share
2
Edward Jones IRA
2.1
Invesco Small Cap Equity CI R6
$15,001 - $50,000
None (or less than $201)
2.2
Principal Midcap Fund Cl Instl
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Small Cap Value ETF
$15,001 - $50,000
None (or less than $201)
2.4
Dfa Glbl Real Estate Secs Fds
$1,001 - $15,000
None (or less than $201)
2.5
Bridge Builder International Equity Fund (BBIEX)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Growth ETF
$50,001 - $100,000
None (or less than $201)
2.7
Vanguard Value ETF
$50,001 - $100,000
None (or less than $201)
2.8
Delaware Emerging Markets
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
MD Prepaid College Trust
$50,001 - $100,000
None (or less than $201)
2
Andrews Federal Credit Union
$15,001 - $50,000
Interest
None (or less than $201)
3
Capital One Bank
$250,001 - $500,000
Interest
$201 - $1,000
4
U.S. Savings Bonds
$100,001 - $250,000
Interest
None (or less than $201)
5
U.S. Savings Bonds
$50,001 - $100,000
Interest
None (or less than $201)
6
U.S. Savings Bonds
$50,001 - $100,000
Interest
None (or less than $201)
7
USAA Whole Life INS
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Goldman Sachs Financial Square Government Fund Institutional Class Shares (FGTXX)
Purchase
04/21/2021
$1,001 - $15,000
2
Delaware Emerging Markets CL
Purchase
04/21/2021
$1,001 - $15,000
3
Oakmark International CL R6 (OAZIX)
Purchase
04/21/2021
$1,001 - $15,000
4
Vanguard Index TR (VTV)
Sale
04/21/2021
$15,001 - $50,000
5
Vanguard International Equity (VEU)
Purchase
04/21/2021
$1,001 - $15,000
6
ISHARES (SCZ)
04/21/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$15,001 - $50,000
2016
2
American Express
$15,001 - $50,000
2018

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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