Financial Disclosure Details - OGE Form 278e (02/28/2023)

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
IRA #1
1.1
Lord Abbett Bond-Debenture Fund, Inc Class F Shares (LBDFX)
$1,001 - $15,000
None (or less than $201)
1.2
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
1.4
iShares INTL Select Dividend ETF (IDV)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard S&P 500 Index ETF (VOO)
$1,001 - $15,000
None (or less than $201)
2
IRA #2
2.1
First Eagle Overseas Fund (SGOIX)
$1,001 - $15,000
None (or less than $201)
2.2
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
2.3
iShares Core S&P Small-Cap ETF (IJR)
$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
Ameriprise ACC Flexible Savings Certificate (IRA)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union Account (cash)
$1,001 - $15,000
None (or less than $201)
2
Ameriprise ACC Flexible Savings Certificates
$50,001 - $100,000
Interest
$201 - $1,000
3
U.S. bank Money Market Account (cash)
$50,001 - $100,000
Interest
$201 - $1,000
4
Brokerage Account
4.1
AB High Income Fund, Inc Advisor Class Shares (AGDYX)
$1,001 - $15,000
$201 - $1,000
4.2
First Eagle Overseas Fund (SGOIX)
$1,001 - $15,000
$201 - $1,000
4.3
Franklin Strategic Income Adv (FKSAX)
$1,001 - $15,000
$201 - $1,000
4.4
Lord Abbett Bond-Debenture Fund, Inc Class F Shares (LBDFX)
$1,001 - $15,000
$201 - $1,000
4.5
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
4.6
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Home Mortgage, Newark, NJ
$100,001 - $250,000
2012
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

Do you have information about Carol Fortine Ochoa that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved