Financial Disclosure Details - OGE Form 278e (06/20/2023)

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
Catholic Diocese Lay Employee Retirement Plan, SEI Private Trust Co., defined benefit plan (value not readily ascertainable)
Retirement Payments (annual)
$3,864

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Catholic Diocese Lay Employee Retirement Plan, SEI Private Trust Co.
Arlington, Virginia
I became eligible for retirement annuity on 10/2015. I will continue to participate in this defined benefit plan.
10/2015

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
Kiko Strategies, Inc. (Communications Consultant/Lobbying) (Sole Owner)
$100,001 - $250,000
Consulting Fees
2
Williams & Jensen PLLC (Consultant/Lobbying)
Salary
3
National School Board Association
Consulting Fee

Other Assets and Income

#
Description
Value
Type
Amount
1
Franklin Templeton Investment; Templeton Growth Fund A (TEPLX)
$50,001 - $100,000
$201 - $1,000
2
U.S. credit union #1 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. credit union #2 (cash)
$50,001 - $100,000
None (or less than $201)
4
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
5
Thrivent Financial Universal Life Insurance Policy
$15,001 - $50,000
None (or less than $201)
6
Natural gas and oil lease, Harrison County, Rumley Township, Scio, Ohio - Encino Acquisition Partners, LLC and EAP Operating LLC
$50,001 - $100,000
Rent or Royalties
$15,001 - $50,000
7
Natural gas and oil lease, Harrison County, Rumley Township, Scio, Ohio - Raisa Energy, LLC - [Owns 25% of the wells' production]
$1,001 - $15,000
Rent or Royalties
$5,001 - $15,000
8
Brokerage Professionally Managed Account #1
8.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
8.2
Fidelity Advisor International Discovery Fund Class I Shares (FIADX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PNC Bank
$100,001 - $250,000
2020
10 years
2
Dignity Memorial
$50,001 - $100,000
2023
7 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7
This company replaced Riverbend Oil and Gas VI-B, LLC
8
1
PNC Bank purchased the Amerisave Mortgage.

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