Financial Disclosure Details - OGE Form 278e (05/07/2024)

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
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
Skip Sayre Marketing LLC
$15,001 - $50,000
Consulting fees
2
Laguna Development Corporation
Consulting fees
3
Laguna Development Corporation, deferred compensation
Cash Distributions
$156,563
3.1
Schwab Government Money Fund
None (or less than $1,001)
None (or less than $201)
3.2
U.S. Treasury Securities
None (or less than $1,001)
None (or less than $201)
4
Laguna Commercial Enterprises, 401(k) Plan
4.1
Callan GlidePath 2015-R7 (WCGAX)
None (or less than $1,001)
None (or less than $201)
4.2
JPMorgan US Equity Fund Class R6 Shares (JUEMX)
$250,001 - $500,000
None (or less than $201)
4.3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$250,001 - $500,000
None (or less than $201)
4.4
Conestoga Small Cap Fund Institutional Class Shares (CCALX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Pueblo of Laguna, New Mexico
Tribal annual per capita payment
$232
2
Brokerage Account #1
2.1
Fidelity Asset Manager 50% (FASMX)
$50,001 - $100,000
$2,501 - $5,000
3
Brokerage Account #2
3.1
Everi Holdings, Inc. (EVRI)
$1,001 - $15,000
None (or less than $201)
3.2
International Game Technology Ordinary Shares (IGT)
$1,001 - $15,000
None (or less than $201)
4
U.S. Bank #1
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Fidelity Asset Manager 50% (FASMX)
Purchase
01/17/2023
$15,001 - $50,000
2
Fidelity Asset Manager 50% (FASMX)
Purchase
08/18/2023
$50,001 - $100,000
3
Fidelity Asset Manager 50% (FASMX)
Sale
12/26/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
NM Student Loans
$15,001 - $50,000
2006
On demand
2
Bank of Albuquerque
$500,001 - $1,000,000
2019
30 years
3
Flagstar Bank
$250,001 - $500,000
2021
30 years
4
Mohela
$15,001 - $50,000
2023
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
Consolidated and paid off during the reporting period.

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