Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
International Counsel
1/2021
2
Washington, District of Columbia
Professorial Lecturer in Law
5/2021
3
Altoona, Pennsylvania
Managing Partner
Present
4
Altoona, Pennsylvania
Co-Trustee
Present
5
Altoona, Pennsylvania
Co-Trustee
Present
6
Altoona, Pennsylvania
Co-Trustee
Present
7
Altoona, Pennsylvania
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Environmental Defense Fund, Inc.
Salary
$19,958
2
George Washington University
Salary
$454
3
IRA#1
3.1
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
$100,001 - $250,000
None (or less than $201)
3.2
BlackRock U.S. Government Bond Portfolio Investor A Shares (CIGAX)
$1,001 - $15,000
None (or less than $201)
4
IRA#2
4.1
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
$15,001 - $50,000
None (or less than $201)
5
IRA#3
5.1
cash (U.S. Bank)
$1,001 - $15,000
None (or less than $201)
6
IRA#4

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I have continued to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
3/1995

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
Spouse IRA #1
1.1
ADMA Biologics Inc. (ADMA)
$15,001 - $50,000
None (or less than $201)
1.2
Newmark Group Inc. (NMRK)
$50,001 - $100,000
None (or less than $201)
1.3
Agile Therapeutics Inc. (AGRX)
$1,001 - $15,000
None (or less than $201)
1.4
Magnite (MGNI)
$1,001 - $15,000
None (or less than $201)
2
Spouse IRA #2
2.1
ADMA Biologics Inc. (ADMA)
$50,001 - $100,000
None (or less than $201)
2.2
PRIMECAP Odyssey Growth Fund (POGRX)
$1,001 - $15,000
None (or less than $201)
2.3
Xenon Pharmaceuticals Inc. (XENE)
$1,001 - $15,000
None (or less than $201)
3
Spouse IRA #3
Cash distributions.
$18,118

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Capital Opportunity Fund Admiral Shares (VHCAX)
$100,001 - $250,000
$5,001 - $15,000
2
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX)
$100,001 - $250,000
$5,001 - $15,000
3
Vanguard PRIMECAP Fund Investor Shares (VPMCX)
$1,001 - $15,000
$2,501 - $5,000
4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$50,001 - $100,000
$1,001 - $2,500
5
GeorgePutnam Balanced Fund Class A Shares (PGEOX)
$15,001 - $50,000
$1,001 - $2,500
6
Nuveen Intermediate Duration Municipal Bond Fund Class I Shares (NUVBX)
$50,001 - $100,000
$1,001 - $2,500
7
Putnam Strategic Intermediate Municipal Fund (PPNAX)
$15,001 - $50,000
$1,001 - $2,500
8
Allspring Omega Growth Fund (EKOAX)
$15,001 - $50,000
$5,001 - $15,000
9
M&T Bank Corp. (MTB)
$15,001 - $50,000
Dividends
$1,001 - $2,500
10
Tri-Continental Corporation (TY)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
ADMA Biologics, Inc. (ADMA)
Purchase
01/28/2021
$1,001 - $15,000
2
ADMA Biologics, Inc. (ADMA)
Purchase
01/28/2021
$1,001 - $15,000
3
Exxon Mobil Corp. (XOM)
Sale
02/01/2021
$1,001 - $15,000
4
Bristol-Myers Squibb (BMY)
Purchase
02/10/2021
$1,001 - $15,000
5
Bristol-Myers Squibb (BMY)
Purchase
02/10/2021
$1,001 - $15,000
6
L3Harris Technologies, Inc. (LHX)
Sale
02/12/2021
$15,001 - $50,000
7
ConocoPhillips (COP)
Sale
02/12/2021
$1,001 - $15,000
8
Phillips 66 (PSX)
Sale
02/12/2021
$1,001 - $15,000
9
Enbridge (ENB)
Sale
02/12/2021
$1,001 - $15,000
10
Inhibrx, Inc. (INBX)
Purchase
02/16/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
PNC Bank
$100,001 - $250,000
2013
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
11
LLC is owned by filer, spouse, and trust for dependent child.
6
14
Filer holds a 10% interest in joint venture.
6
72
The sole asset in this trust is a 3/4 interest in 2814 Pleasant Valley Properties, LLC. This LLC and its holdings are reported in Part 6, Line 11.
7
1
Spouse received notification of this transaction 32 days ago, and has timely filed on 2/4/21 a separate Periodic Transaction Report for this transaction.
7
2
Spouse received notification of this transaction 32 days ago, and has timely filed on 2/4/21 a separate Periodic Transaction Report for this transaction.
7
264
Automatically reinvested dividends
7
265
Automatically reinvested dividends
7
266
Automatically reinvested capital gains
7
271
Matthews Asia Funds merged shares of Matthews Emerging Asia Institutional Fund (MIASX) into Matthews Emerging Markets Small Companies Institutional Fund (MISMX)
7
272
Matthews Asia Funds merged shares of Matthews Emerging Asia Institutional Fund (MIASX) into Matthews Emerging Markets Small Companies Institutional Fund (MISMX)

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