Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
Credit Union National Association 401k
1.1
CUNA Mutual Trustee Diversified Equity Fund
$15,001 - $50,000
None (or less than $201)
2
Rutgers University 401k
2.1
CREF Stock R3
$15,001 - $50,000
None (or less than $201)
2.2
CREF Growth R3
$15,001 - $50,000
None (or less than $201)
2.3
CREF Global Equities R3
$1,001 - $15,000
None (or less than $201)
2.4
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)
2.5
TIAA Traditional
$15,001 - $50,000
None (or less than $201)
3
Fidelity IRA
Cash distribution
$200,000
3.1
Fidelity Government Money Market Fund (SPAXX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
8/2020
2
New Brunswick, New Jersey
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2005

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
The Hershey Co. Stock
$500,001 - $1,000,000
None (or less than $201)
2
The Hershey Co.
Salary and Bonus
3
The Hershey Co. 401k
3.1
Vanguard Target Retire 2035 Tr 1
$250,001 - $500,000
None (or less than $201)
4
The J. M. Smucker Co. (SJM)
Salary and Bonus

Other Assets and Income

#
Description
Value
Type
Amount
1
Maryland 529 College Savings Plan
1.1
Portfolio 2024
$15,001 - $50,000
None (or less than $201)
1.2
Portofolio 2027
$15,001 - $50,000
None (or less than $201)
2
USAA Whole Life
$15,001 - $50,000
None (or less than $201)
3
U.S. bank (Cash)
$15,001 - $50,000
Interest
None (or less than $201)
4
U.S. credit union (Cash)
$15,001 - $50,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Hershey Stock
Sale
02/24/2022
$250,001 - $500,000
2
Hershey Stock
Sale
05/05/2022
$50,001 - $100,000
3
The Hershey Co. (HSY)
Sale
07/29/2022
$1,001 - $15,000
4
The Hershey Co. (HSY)
Sale
08/30/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$15,001 - $50,000
2020
Revolving
2
Prosperity Home Mortgage
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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