Financial Disclosure Details - OGE Form 278e (04/27/2023)

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
1
403(b) AcademyHealth
1.1
CREF Equity Index Fund
$100,001 - $250,000
None (or less than $201)
1.2
CREF Growth Fund
$50,001 - $100,000
None (or less than $201)
1.3
CREF Global Equities Fund
$50,001 - $100,000
None (or less than $201)
1.4
TIAA Real Estate Fund
$1,001 - $15,000
None (or less than $201)
1.5
CREF Inflation Linked Bond Fund
$1,001 - $15,000
None (or less than $201)
2
IRA
2.1
Vanguard Mid Cap Growth ETF
$15,001 - $50,000
$201 - $1,000
2.2
First Eagle Global
$100,001 - $250,000
$1,001 - $2,500
2.3
IShares Core S&P Small Cap ETF
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
403(b) AcademyHealth
Washington, District of Columbia
TIAA-CREF
8/2005

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
US Bank
Salary
2
IRA (Spouse)
2.1
JP Morgan Small Cap Equity Fund
$100,001 - $250,000
$201 - $1,000
2.2
Euro Pacific Growth Fund
$50,001 - $100,000
None (or less than $201)
2.3
Dodge & Cox International Stock Fund
$50,001 - $100,000
$1,001 - $2,500
2.4
Dodge & Cox Stock Fund (DODGX)
$100,001 - $250,000
$201 - $1,000
2.5
Pimco Commodity Real Return Strategy Instl CL
$100,001 - $250,000
$201 - $1,000
2.6
Fidelity Low-Priced Stock Fund
$100,001 - $250,000
$1,001 - $2,500
2.7
Vanguard Federal Money Market Investor CL
$50,001 - $100,000
$1,001 - $2,500
2.8
Invesco Developing Markets CL Y
$50,001 - $100,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential property (McHenry MD)
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
2
U.S. Bank (cash account) 1
$50,001 - $100,000
None (or less than $201)
3
U.S. Bank (Cash Account) 2
$100,001 - $250,000
None (or less than $201)
4
JP Morgan Chase, Co
$15,001 - $50,000
Dividends
$201 - $1,000
5
US Bancorp (stock)
$1,001 - $15,000
None (or less than $201)
6
529 plan
6.1
T Rowe Price Portfolio for College
$50,001 - $100,000
None (or less than $201)
6.2
T Rowe Price Portfolio for College
$15,001 - $50,000
None (or less than $201)
6.3
T Rowe Price Balanced Portfolio
$1,001 - $15,000
None (or less than $201)
7
ISHARES S&P 500 Growth ETF
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Pentagon Federal Credit Union
$100,001 - $250,000
2014
5/5 ARM

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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