Financial Disclosure Details - OGE Form 278e (05/01/2023)

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
IRA #1
1.1
American Beacon International Equity Fund Class Y Shares (ABEYX)
$1,001 - $15,000
None (or less than $201)
1.2
Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)
$1,001 - $15,000
$1,001 - $2,500
1.3
Artisan International Small-Mid Fund Institutional Shares (APHJX)
$1,001 - $15,000
None (or less than $201)
1.4
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)
$1,001 - $15,000
None (or less than $201)
1.5
BlackRock Advantage Small Cap Core Fund Institutional Class Shares (BDSIX)
$1,001 - $15,000
None (or less than $201)
1.6
Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX)
$1,001 - $15,000
None (or less than $201)
1.7
Emerging Markets Fund Institutional Class Shares (DEMIX)
$1,001 - $15,000
None (or less than $201)
1.8
USAA Income Fund Institutional Class Shares (UIINX)
$1,001 - $15,000
None (or less than $201)
1.9
USAA Short-Term Bond Fund Institutional Class Shares (UISBX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Tallahassee, Florida
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
3/2008

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
Eventability, LLC
None (or less than $1,001)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank account (cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mohela
$50,001 - $100,000
2022
30 years
2
Rocket Mortgage
$250,001 - $500,000
2023
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Florida Contribution Plan. No current contribution activity

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