Financial Disclosure Details - OGE Form 278e (04/17/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Gainesville, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
CVS Caremark Corp.
$1,001 - $15,000
$201 - $1,000
1.2
Honda Motor Company (HMC)
$1,001 - $15,000
$201 - $1,000
1.3
ING Group
$1,001 - $15,000
None (or less than $201)
1.4
Nintendo Co. (NTDOY)
$1,001 - $15,000
None (or less than $201)
1.5
Garmin Ltd. - Common Stock (GRMN)
$15,001 - $50,000
Dividends
$201 - $1,000
1.6
Schwab Value Advantage Money Fund (SWVXX)
$1,001 - $15,000
None (or less than $201)
1.7
Fidelity Freedom 2030 (FFFEX)
$100,001 - $250,000
$5,001 - $15,000
1.8
T. Rowe Price Latin America (PRLAX)
$1,001 - $15,000
$201 - $1,000

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
1
BAI, Inc (Government Contractor)
salary, bonus
2
Defined Contribution Plan - 401(k) - BAI, Inc
2.1
T Rowe Price: Blue Chip Growth (TRBCX)
$100,001 - $250,000
$5,001 - $15,000
2.2
T Rowe Price: Science and Tech (PRSCX)
$15,001 - $50,000
$5,001 - $15,000
2.3
T Rowe Price: Spectrum Income (RPSIX)
$15,001 - $50,000
$1,001 - $2,500
2.4
T Rowe Price: High Yield (PRHYX)
$15,001 - $50,000
$201 - $1,000
2.5
T Rowe Price Vanguard Mid Cap Growth Fund VIMAX
$100,001 - $250,000
$5,001 - $15,000
3
IRA
3.1
Sirius XM Holdings Inc. - Common Stock (SIRI)
$1,001 - $15,000
None (or less than $201)
3.2
Apple Inc. - Common Stock (AAPL)
$250,001 - $500,000
Dividends
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank Account (cash)
$250,001 - $500,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Homepoint financial
$500,001 - $1,000,000
2021
30 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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