Financial Disclosure Details - OGE Form 278e (04/18/2022)

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
Nothing reported in this section

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
Technology & Business Solutions, LLC, Dublin, OH (TBS) (Sells and maintains accounting/financial management software)
Salary, benefits, ownership draw (see endnote).
2
Morgan Stanley IRA
2.1
DXC Technology Company Stock DXC
$1,001 - $15,000
None (or less than $201)
2.2
First Eagle Overseas Fund Cl A SGOVX
$1,001 - $15,000
None (or less than $201)
2.3
Morgan Stanley Bank Deposit Program
$1,001 - $15,000
None (or less than $201)
2.4
Perspecta Inc. Stock PRSP
None (or less than $1,001)
Capital Gains Dividends
$201 - $1,000
3
BAE Systems 401(k)
3.1
Dodge & Cox Stock Fund DODGX
$100,001 - $250,000
$1,001 - $2,500
3.2
Westwood Mgmt Small/Mid Cap Institutional Fund WHGMX
$15,001 - $50,000
$2,501 - $5,000
3.3
AMG TimesSquare Small Cap Growth Fund TSCIX
$50,001 - $100,000
$5,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Savings Bonds (Aggregate)
$15,001 - $50,000
Interest
$201 - $1,000
2
Family Trust #1 (revocable)
$1,001 - $15,000
None (or less than $201)
3
Pentagon Federal Credit Union (PFCU) Money Market Savings Account
$50,001 - $100,000
None (or less than $201)
4
PFCU Checking Account
$1,001 - $15,000
None (or less than $201)
5
PFCU Roth IRA Share Account
$1,001 - $15,000
None (or less than $201)
6
Northwestern Mutual Life Insurance Company Whole Life Policies
$100,001 - $250,000
Dividends
$5,001 - $15,000
7
529 Plan Investments - Virginia College Savings Plan (Accounts Aggregated)
7.1
American High-Income Trust-529A CITAX
$1,001 - $15,000
$201 - $1,000
7.2
Capital Income Builder Fund-529A CIRAX
$1,001 - $15,000
None (or less than $201)
7.3
Capital World Growth and Income Fund-529A CWIAX
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Perspecta Inc. Stock PRSP
Sale
05/20/2021
$1,001 - $15,000
2
PFCU Roth IRA 7-Year CD- REDEEMED
02/22/2021
$1,001 - $15,000
3
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares CMGIX
Purchase
09/16/2021
$1,001 - $15,000
4
Dodge & Cox Income Fund DODIX
Purchase
03/22/2021
$1,001 - $15,000
5
Dodge & Cox Income Fund DODIX
Purchase
09/16/2021
$1,001 - $15,000
6
Federated Hermes Short-Intermediate Total Return Bond Fund Institutional Shares FGCIX
Purchase
03/22/2021
$1,001 - $15,000
7
JPMorgan Equity Income Fund R5 OIERX
Sale
03/22/2021
$1,001 - $15,000
8
JPMorgan Equity Income Fund R5 OIERX
Sale
12/22/2021
$1,001 - $15,000
9
Principal MidCap Fund Institutional Class PCBIX
Sale
09/16/2021
$15,001 - $50,000
10
Putnam Growth Opportunities Fund Class Y PGOYX
Purchase
03/22/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Filer's spouse owns a 1.238% interest in the company. The value of that interest as of 12/31/2021, was not readily ascertainable. Ownership draw in 2021 > $200.
5
2.2
In 2021 this entry was erroneously listed twice.
5
2.3
Sweeps account for Morgan Stanley IRA account.
5
2.4
All sold in May 2021.
5
3.1
Value category changed due to market forces.
5
3.4
Value category changed due to market forces.
5
4.2
Value category changed due to market forces.
5
4.3
All sold in 2021.
5
4.4
All sold in 2021.
5
4.8
All sold in 2021.

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