Financial Disclosure Details - OGE Form 278e (03/31/2023)

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
RCM - Roth IRA - Equities
1.1
ArtisanGlobal Opportunities Fund Advisor Class Shares (APDRX)
None (or less than $1,001)
None (or less than $201)
1.2
BlackRockGlobal Dividend Portfolio Institutional Shares (BIBDX)
None (or less than $1,001)
None (or less than $201)
1.3
BlackRock Health Sciences Opps Instl (SHSSX)
$1,001 - $15,000
$201 - $1,000
1.4
ClearBridge Large Cap Growth Fund Class I Shares (SBLYX)
$1,001 - $15,000
$201 - $1,000
1.5
Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX)
$1,001 - $15,000
$201 - $1,000
1.6
Franklin Utilities Fund Advisor Class (FRUAX)
$1,001 - $15,000
None (or less than $201)
1.7
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)
$1,001 - $15,000
None (or less than $201)
1.8
Invesco Diversified Dividend Fund Class Y Shares (LCEYX)
None (or less than $1,001)
None (or less than $201)
1.9
iShares Core S&P Mid-Cap ETF (IJH)
$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
RCM - Traditional IRA - Equities (S)
1.1
ArtisanGlobal Opportunities Fund Advisor Class Shares (APDRX)
None (or less than $1,001)
None (or less than $201)
1.2
BlackRockGlobal Dividend Portfolio Institutional Shares (BIBDX)
None (or less than $1,001)
None (or less than $201)
1.3
BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX)
$1,001 - $15,000
None (or less than $201)
1.4
ClearBridge Large Cap Growth Fund Class I Shares (SBLYX)
$1,001 - $15,000
None (or less than $201)
1.5
Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX)
$1,001 - $15,000
$201 - $1,000
1.6
Franklin Utilities Fund Advisor Class (FRUAX)
$1,001 - $15,000
None (or less than $201)
1.7
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)
$1,001 - $15,000
None (or less than $201)
1.8
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
1.9
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia Pre-paid529-3
$15,001 - $50,000
None (or less than $201)
2
Virginia Invest529-3
2.1
2021 Portfolio
$100,001 - $250,000
$1,001 - $2,500
3
U.S. Fed Savings Bank (cash)
$100,001 - $250,000
None (or less than $201)
4
Undeveloped land, New Hampton, NH
$15,001 - $50,000
None (or less than $201)
5
Rental House, Falls Church, VA
$1,000,001 - $5,000,000
Rent or Royalties
$15,001 - $50,000
6
Virginia Pre-paid529-1
$1,001 - $15,000
None (or less than $201)
7
Virginia Pre-paid529-2
None (or less than $1,001)
None (or less than $201)
8
Virginia Invest529-1
8.1
Stable Value
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
SPDR Bloomberg Barclays Convertible Securities ETF (CWB)
Purchase
12/16/2022
$15,001 - $50,000
2
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)
Purchase
10/07/2022
$50,001 - $100,000
3
Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX)
Purchase
08/31/2022
$1,001 - $15,000
4
Fidelity Agricultural Productivity Fund (FARMX)
Purchase
08/31/2022
$15,001 - $50,000
5
iShares Morningstar Large-Cap Growth (ILCG)
Purchase
08/31/2022
$1,001 - $15,000
6
iShares MSCI Emerging Markets ETF (EEM)
Purchase
08/31/2022
$50,001 - $100,000
7
Washington Mutual Investors Fund Class C Shares (WSHCX)
Purchase
06/10/2022
$15,001 - $50,000
8
JP Morgan Hedged Equity (JHDCX)
Purchase
06/10/2022
$15,001 - $50,000
9
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
Purchase
06/10/2022
$15,001 - $50,000
10
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)
Purchase
06/10/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Specialized Loan Servicing
$50,001 - $100,000
2017
15-year fixed

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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