Financial Disclosure Details - OGE Form 278e (04/07/2023)

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
National Student Clearinghouse
Salary
2
National Student Clearinghouse 401(k) Retirement 2030 Fund(T Rowe Price)
$500,001 - $1,000,000
None (or less than $201)
3
Marconi USA Retirement Plan, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank checking account
$15,001 - $50,000
None (or less than $201)
2
Schwab Investment Account - Joint Tenant
2.1
Berkshire Hathaway Class B BRKB
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Mid-Cap Growth VO
$15,001 - $50,000
$201 - $1,000
2.3
Vanguard Small-Cap VB
$1,001 - $15,000
$201 - $1,000
2.4
Vanguard Total Stock Market Index Admiral Shares VTI
$50,001 - $100,000
$1,001 - $2,500
3
Schwab Roth IRA Filer
3.1
IShares Core US AGG
$1,001 - $15,000
None (or less than $201)
3.2
iShares MSCI ACWI ETF ACWI
$15,001 - $50,000
None (or less than $201)
3.3
Schwab US Aggregate Bond ETF SCHZ
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares US Treasury Bond GOVT
Purchase
07/01/2022
$1,001 - $15,000
2
Vanguard Growth EFT VUG
Purchase
07/01/2022
$1,001 - $15,000
3
iShares Core MSCI Emerging Markets ETF IEMG
Purchase
10/03/2022
$1,001 - $15,000
4
Xtrackers MSCI EAFE Hedged Equity ETF DBEF
Sale
10/03/2022
$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
5
2
Retirement Plan managed by Mass Mutual. Asset allocation is in a Lifestyle/Lifecycle Fund.
6
6
Fixed Index Annuity.

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