SDFormer officialDeparted Jan. 25, 2025Principal Deputy Director of National Intelligence · Office of the Director of National Intelligence
53 sales and 59 purchases across 112 transactions. None of the transactions were flagged as filed late.
This summary was written before filings added on Sept. 13, 2026, including rows read from the annual or termination report, and has not yet been updated. The table below is current.
Last filing: March 25, 2025|Transactions: April 16, 2021 – Jan. 27, 2025
This total aggregates every source filing listed below. Public trackers focused on a single disclosure may report smaller counts for the same official.
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One mark per disclosed trade, sized by reported amount range. Circle = sale, square = purchase.
Rows are extracted from OGE filings by automated parsing (Claude PDF reading, PDF-parser and OCR cross-checks) and reviewed by a mix of software and human checks; the status on each row says which. Open the source PDF to confirm any row, and tell us if something is wrong. How rows are checked.
| Date | Description | Type | Amount |
|---|---|---|---|
| Jan. 27, 2025 | AMERICAN BD FD OF AMERICA F2 (ABNFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
Reviewed financial disclosure documents the Office of Government Ethics has published or recorded for Stacey Dixon. Open Cabinet summarizes listed documents observationally and links to the source PDF where one is publicly available. We do not issue compliance verdicts — that is OGE’s role, not ours.
Original PDFs from the U.S. Office of Government Ethics. These are the documents Open Cabinet parses.
Source: U.S. Office of Government Ethics, 278-T Periodic Transaction Report and termination report (OGE Form 278e, Part 7). Asset values and transaction amounts are reported in ranges as required by federal law. View original filings
| Jan. 27, 2025 | AMERICAN STRATEGIC BOND F2 (ANBFX)Corporate noteCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 27, 2025 | ISHARES CORE AGGRESSIVE ALLO (AOA)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $15K-$50K |
| Dec. 27, 2024 | AMERICAN BD FD OF AMERICA F2 (ABNFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Dec. 27, 2024 | AMERICAN STRATEGIC BOND F2 (ANBFX)Corporate noteCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Dec. 27, 2024 | ISHARES CORE AGGRESSIVE ALLO (AOA)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Dec. 23, 2024 | AMERICAN CAP INC BUILDER F2 (CAIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Dec. 23, 2024 | AMERICAN WA MUTUAL F2 (WMFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Dec. 19, 2024 | AMERICAN BALANCED F2 (AMBFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Dec. 19, 2024 | AMERICAN CAP WRLD GR & INC F2 (WGIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Dec. 19, 2024 | AMERICAN GW FD OF AMERICA F2 (GFFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Dec. 19, 2024 | AMERICAN INV CO OF AMER F2 (ICAFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN BALANCED F2 (AMBFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN BD FD OF AMERICA F2 (ABNFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN CAP INC BUILDER F2 (CAIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN CAP WRLD GR & INC F2 (WGIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN GLOBAL INSIGHT F2 (AGVGX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN GW FD OF AMERICA F2 (GFFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN INV CO OF AMER F2 (ICAFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN MULTI SECTOR INC F2 (MIAYX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN SMALL CAP WORLD F2 (SMCFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN STRATEGIC BOND F2 (ANBFX)Corporate noteCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Nov. 26, 2024 | AMERICAN WA MUTUAL F2 (WMFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| May 23, 2024 | [IRA] American FundsGlobal Insight Fund Class F-2 Shares (AGVGX)Mutual fundNot found on any posted 278-TCheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. Evidence | Purchase | $1K-$15K | ||||
| May 23, 2024 | [IRA] Capital World Growth & Income Fund Class F2 Shares (WGIFX)Mutual fundNot found on any posted 278-TCheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. Evidence | Sale | $1K-$15K | ||||
| May 23, 2024 | [IRA] EuroPacific Growth Fund Class F2 Shares (AEPFX)Mutual fundNot found on any posted 278-TCheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. Evidence | Sale | $1K-$15K | ||||
| May 23, 2024 | [IRA] New World Fund, Inc Class F2 Shares (NFFFX)Mutual fundNot found on any posted 278-TCheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. Evidence | Purchase | $1K-$15K | ||||
| May 23, 2024 | AMERICAN CAP WRLD GR & INC F2 (WGIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| May 23, 2024 | AMERICAN GLOBAL INSIGHT F2 (AGVGX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN BALANCED F2 (AMBFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN BD FD OF AMERICA F2 (ABNFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN CAP INC BUILDER F2 (CAIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN CAP WRLD GR & INC F2 (WGIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Feb. 21, 2024 | AMERICAN GW FD OF AMERICA F2 (GFFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN INV CO OF AMER F2 (ICAFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Feb. 21, 2024 | AMERICAN MULTI SECTOR INC F2 (MIAYX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN SMALL CAP WORLD F2 (SMCFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN STRATEGIC BOND F2 (ANBFX)Corporate noteCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 21, 2024 | AMERICAN WA MUTUAL F2 (WMFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN BALANCED F2 (AMBFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN BD FD OF AMERICA F2 (ABNFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN CAP INC BUILDER F2 (CAIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN CAP WRLD GR & INC F2 (WGIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN GW FD OF AMERICA F2 (GFFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN INV CO OF AMER F2 (ICAFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 11, 2024 | AMERICAN MULTI SECTOR INC F2 (MIAYX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN SMALL CAP WORLD F2 (SMCFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | AMERICAN STRATEGIC BOND F2 (ANBFX)Corporate noteCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Jan. 11, 2024 | ISHARES CORE AGGRESSIVE ALLO (AOA)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 11, 2024 | ISHARES CORE AGGRESSIVE ALLO (AOA)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $50K-$100K |
| Jan. 2, 2024 | ISHARES CORE AGGRESSIVE ALLO (AOA)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | 10X GENOMICS INC CL A (TXG)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | AIRBNB INC CL A (ABNB)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | Amazon.com, Inc. (AMZN)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | AMERICAN BALANCED F2 CONFIRM NBR (AMBFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Aug. 23, 2021 | AMERICAN BD FD OF AMERICA F2 CONFIRM NBR (ABNFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | AMERICAN CAP INC BUILDER F2 CONFIRM NBR (CAIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | AMERICAN CAP WRLD GR & INC F2 CONFIRM NBR (WGIFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Aug. 23, 2021 | AMERICAN GW FD OF AMERICA F2 CONFIRM NBR (GFFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | AMERICAN INV CO OF AMER F2 CONFIRM NBR (ICAFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $15K-$50K |
| Aug. 23, 2021 | AMERICAN SMALL CAP WORLD F2 CONFIRM NBR (SMCFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | AMERICAN WA MUTUAL F2 CONFIRM NBR (WMFFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | CARVANA CO CL A (CVNA)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | CLOUDFLARE INC CL A (NET)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | COUPA SOFTWARE INC (COUP)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | CROWDSTRIKE HLDGS INC CL A (CRWD)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | DATADOG INC CL A (DDOG)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | DEXCOM INC (DXCM)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | DOCUSIGN INC (DOCU)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | DOORDASH INC CL A (DASH)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | ILLUMINA INC (ILMN)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | MODERNA INC (MRNA)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | MONGODB INC CL A (MDB)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | NVIDIA CORPORATION (NVDA)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | OKTA, INC CL A (OKTA)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | PINTEREST INC CL A (PINS)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | ROBLOX CORP CL A (RBLX)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | ROYALTY PHARMA PLC SHS CLASS A (RPRX)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | SEA LIMITED ADR (SE)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | SHOPIFY INC (SHOP)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | SNAP INC. CL A (SNAP)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | SNOWFLAKE INC CL A (SNOW)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | SPOTIFY TECHNOLOGY SA (SPOT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | SQUARE INC CLASS A (SQ)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | STRATEGIC BOND F2 CONFIRM NBR (ANBFX)Corporate noteCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 23, 2021 | TRADE DESK INC CLASS A (TTD)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | TWILIO INC CL A (TWLO)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | TWITTER INC (TSTR)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | UBER TECHNOLOGIES INC (UBER)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | UNITY SOFTWARE INC (U)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | VEEVA SYS INC CL A (VEEV)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | WAYFAIR INC (W)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | ZILLOW GROUP INC CL C CAP STK (Z)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 23, 2021 | ZOOM VIDEO COMMUNICATIONS-A (ZM)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 12, 2021 | INTUITIVE SURGICAL INC (ISRG)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 11, 2021 | UNITY SOFTWARE INC (U)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 10, 2021 | DASH - DOORDASH INC CL ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 10, 2021 | SPOT - SPOTIFY TECHNOLOGY SACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Aug. 9, 2021 | RBLX - ROBLOX CORP CL ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1K-$15K |
| Aug. 9, 2021 | VEEV - VEEVA SYS INC CL ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
Signed February 10, 2025 by the outgoing Principal Deputy Director of National Intelligence. Discloses 42 transactions across January 2024 through January 2025 — entirely American Funds and iShares mutual-fund purchases (American Balanced, American Capital World, American Investment Co, American Strategic Bond, iShares Core Aggressive Allocation and similar) plus one iShares Core Aggressive Allocation sale. All amounts in the $1,001-$15,000 or $15,001-$50,000 ranges, all flagged No for late notification.
Termination Report signed February 23, 2025; date of termination January 24, 2025 from the August 2021 PAS appointment. Lists U.S. Coast Guard Academy Board of Visitors as the only prior federal position. Sole reportable account is a brokerage retirement IRA holding eight American Funds Class F2 mutual funds (Capital World Growth & Income, EuroPacific Growth, Growth Fund of America, New Economy, New Perspective, Small Cap World, New World, Global Insight) plus cash, individual line items in the $1,001-$50,000 range.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Source: U.S. Office of Government Ethics public disclosure portal. Document summaries are observational and do not constitute compliance determinations. Compliance with ethics agreements is certified by OGE in their own Compliance Certification document, which is listed above when on file.