Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
U.S. brokerage – IRA 3A
1.1
Berkshire Hathaway Inc. Class b(3a)
$50,001 - $100,000
None (or less than $201)
1.2
First Eagle Global Fund Class I (SGIIX)(3a)
$15,001 - $50,000
None (or less than $201)
1.3
Goldman Sachs Income Builder Fund(3a)
$15,001 - $50,000
None (or less than $201)
1.4
T. Rowe Price International Discovery Fund (PRIDX)(3a)
$15,001 - $50,000
None (or less than $201)
1.5
iShares Core MSCI Emerging Markets ETF (IEMG)(3a)
$15,001 - $50,000
None (or less than $201)
1.6
ETFMG Prime Cyber Security ETF (HACK)(3a)
$15,001 - $50,000
None (or less than $201)
1.7
T Rowe Price Capital Appreciation Fund (PRWCX)(IRA 3a)
$15,001 - $50,000
None (or less than $201)
1.8
U.S. brokerage - IRA #3A (cash)
$1,001 - $15,000
None (or less than $201)
1.9
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)(IRA 3a)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
8/2009
2
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/2013

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
U.S. brokerage – IRA #2
1.1
U.S. brokerage - IRA #2 (cash)
$1,001 - $15,000
None (or less than $201)
1.2
Kayne Anderson MLP Midstream Investment Co (KYN) (closed-end fund)
$15,001 - $50,000
$1,001 - $2,500
1.3
JPMorgan 100% US Treasury Securities Money Market Fund Capital Shares (CJTXX)(IRA2)
$1,001 - $15,000
None (or less than $201)
1.4
JPMorgan Diversified ReturnEmerging Markets Equity ETF (JPEM)(IRA2)
$15,001 - $50,000
None (or less than $201)
1.5
SPDR S&PEmerging Markets Small Cap ETF (EWX)(IRA2)
$15,001 - $50,000
None (or less than $201)
2
U.S. brokerage – IRA #4
2.1
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)
2.2
Costco Corp
$50,001 - $100,000
None (or less than $201)
2.3
Enbridge Inc (ENB)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. brokerage account - #2(spouse)
1.1
Fidelity Investments Money Market Government Portfolio - Institutional Class (FRGXX)(brok 2)
$250,001 - $500,000
$15,001 - $50,000
1.2
Cash account (Brok #2)
$1,001 - $15,000
$201 - $1,000
1.3
JPMorgan 100% US Treasury Securities Money Market Fund Capital Shares (CJTXX)(brok2)
$15,001 - $50,000
$2,501 - $5,000
1.4
Global X NASDAQ 100 Covered Call ETF (QYLD)(brok 2)
$15,001 - $50,000
$2,501 - $5,000
1.5
Invesco DWA Momentum ETF (PDP)(brok 2)
$15,001 - $50,000
None (or less than $201)
1.6
Invesco S&P 500 Low Volatility ETF (SPLV)(brok 2)
$50,001 - $100,000
$1,001 - $2,500
1.7
iShares Russell 2000 ETF (IWM)(brok 2)
$15,001 - $50,000
$201 - $1,000
2
U.S. brokerage account - #3
2.1
BTAS, Inc. (brok 3)(privately held - Federal and commercial customers with business and technological solutions for program management, engineering, information technology, security, communications, and marketing) (ibtas4)
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Lyft, Inc. (LYFT) (brok 3)
Sale
01/26/2023
$15,001 - $50,000
2
Life Storage, Inc. (LSI) (brok 6)
Sale
02/06/2023
$50,001 - $100,000
3
SPDR S&P Emerging Markets Small Cap ETF (EWX) (IRA 3a)
Purchase
01/24/2023
$15,001 - $50,000
4
Entergy Louisiana bond 4/1/28 (brok 16)
Purchase
04/19/2023
$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
2
2.2
No ticker symbol associated with this asset under a Morgan Stanley 401(k) plan.
2
3.2
Name reported is exactly as provided in the account statement and no ticker symbol was provided.
6
4.33
Prior to June 2022, Elevance Health was named Anthem, Inc. (ANTM).

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