Financial Disclosure Details - OGE Form 278e (06/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Staff
1/2021
2
Cleveland, Ohio
Director
5/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
Fidelity Series Government Money Market Daily Money Class (FZBXX)
$1,001 - $15,000
None (or less than $201)
1.2
DoubleLine Total Return Bond Fund Class I Shares (DBLTX)
$1,001 - $15,000
None (or less than $201)
1.3
DFA International Core Equity (DFIEX)
$1,001 - $15,000
None (or less than $201)
1.4
iShares US Treasury Bond ETF (GOVT)
$1,001 - $15,000
None (or less than $201)
1.5
iShares Core S&P Total US Stock Market ETF (ITOT)
$15,001 - $50,000
None (or less than $201)
1.6
iShares Core S&P 500 ETF (IVV)
$1,001 - $15,000
None (or less than $201)
1.7
Janus Henderson Enterprise Fund Class I Shares (JMGRX)
$1,001 - $15,000
None (or less than $201)
1.8
Thrivent High Yield Fund Class S Shares (LBHIX)
$1,001 - $15,000
None (or less than $201)
1.9
Thrivent Income Fund Class S Shares (LBIIX)
$1,001 - $15,000
None (or less than $201)

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
Journey Center on Safety and Healing
salary
2
Journey Center on Safety and Healing 403(B) Pension Plan
2.1
VALIC U.S. Socially Responsible Fund (VCSRX)
$1,001 - $15,000
None (or less than $201)
2.2
VALIC International Socially Responsible Fund (VCSOX)
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Limited-Term Tax-Exempt Fund Investor Shares (VMLTX)
$1,001 - $15,000
None (or less than $201)
3
IRA
3.1
Fidelity Treasury Money Market Fund Daily Money Class Shares (FDUXX)
$1,001 - $15,000
None (or less than $201)
3.2
International Core Equity Portfolio Institutional Class Shares (DFIEX)
$1,001 - $15,000
None (or less than $201)
3.3
Janus Henderson Enterprise Fund Class I Shares (JMGRX)
$1,001 - $15,000
None (or less than $201)
3.4
John Hancock Funds III Disciplined Value Fund Class I Shares (JVLIX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Unimproved land in Highland Beach, MD
$100,001 - $250,000
None (or less than $201)
2
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
3
Thrivent Variable Universal Life Insurance (Annuity)
3.1
Thrivent Balanced Income Plus Fund
$1,001 - $15,000
None (or less than $201)
3.2
Thrivent Diversified Income Plus Fund Class A Shares (AAHYX)
$1,001 - $15,000
None (or less than $201)
3.3
Thrivent Small Cap Stock Fund Class A Shares (AASMX)
None (or less than $1,001)
None (or less than $201)
3.4
Thrivent International Allocation Fund Class A Shares (TWAAX)
$1,001 - $15,000
None (or less than $201)
3.5
Thrivent Fixed Account
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Thrivent Small Cap Growth Fund Class S Shares (TSCGX)
Purchase
03/30/2021
$1,001 - $15,000
2
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
Purchase
03/30/2021
$1,001 - $15,000
3
SPDR EURO STOXX 50 ETF (FEZ)
Purchase
05/25/2021
$1,001 - $15,000
4
Wells Fargo Special Mid-Cap Value Fund Institutional Class Share (WFMIX)
Purchase
12/09/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
KeyBank
$250,001 - $500,000
2017
360 months
2
KeyBank
$15,001 - $50,000
2018
revolving

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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