Financial Disclosure Details - OGE Form 278e (04/27/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Detroit, Michigan
Chief Information Officer and Chief of Homeland Security and Emergency Management
7/2021
2
Detroit, Michigan
Secretary of the Board
7/2021
3
Louisville, Kentucky
trustee
Present
4
Port Sanilac, Michigan
trustee
Present
5
San Juan, Puerto Rico
Consultant
4/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
City of Detroit
Salary
$105,074
2
Kentucky Retirement System--County Employee Retirement Non Hazardous, defined benefit plan (value not readily ascertainable) eligible for approx $38,730/year at age 65
None (or less than $201)
3
City of Detroit (deferred compensation)
3.1
VanguardGlobal Wellesley Income Fund Admiral Shares (VGYAX)
$50,001 - $100,000
None (or less than $201)
3.2
Equitable Deferred Compensation
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Windsor Fund Investor
$50,001 - $100,000
None (or less than $201)
4
IRA #2
4.1
Brown Advisory Sustainable Growth (BAFWX)
$15,001 - $50,000
None (or less than $201)
4.2
Domini Impact International Equity Fund (DOMYX)
$50,001 - $100,000
$1,001 - $2,500
4.3
Parnassus Mid Cap Fund (PFPMX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Frankfort, Kentucky
I will continue to participate in this defined benefit plan.
2/2004
2
Detroit, Michigan
I will not participate in this defined contribution plan after my separation. My contribution has been rolled out of this retirement system
2/2014
3
Detroit, Michigan
I no longer participate in this defined contribution plan.
3/2014

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
IRA #4
1.1
Invesco International Diversified C
$15,001 - $50,000
$201 - $1,000
2
Bid To Win Live
None (or less than $1,001)
Business Income
3
McGraw Restorations
$50,001 - $100,000
Business Income
4
IRA #5
4.1
MFS Diversified Income Fund C
$100,001 - $250,000
$2,501 - $5,000
4.2
Pax Small Cap Fund A
$100,001 - $250,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Commonwealth Bank & Trust
cash payments
$1,906
1.1
Family Trust #1
$500,001 - $1,000,000
$15,001 - $50,000
1.1.1
Alphabet Inc Cap Stk Cl A (GOOGL)
$15,001 - $50,000
1.1.2
Amazon.Com Inc (AMZN)
$50,001 - $100,000
1.1.3
America Tower Corp (AMT)
$1,001 - $15,000
Dividends
$201 - $1,000
1.1.4
American Water Works Company, Inc. (AWK)
$1,001 - $15,000
1.1.5
Apple Inc (AAPL)
$15,001 - $50,000
Dividends
$201 - $1,000
1.1.6
Bank of America Corporation Com (BAC)
$1,001 - $15,000
1.1.7
Berkshire Hathaway Inc Del Cl B New (BRK.B)
$15,001 - $50,000
1.1.8
Boeing Co Com (BA)
$1,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
DoubleLine Total Return Bond Fund Class I Shares (DBLTX)
Purchase
11/18/2021
$1,001 - $15,000
2
iSharesJPMorgan USDEmerging Markets Bond ETF (EMB)
Purchase
11/19/2021
$1,001 - $15,000
3
PIMCO Income Fund Institutional Class Shares (PIMIX)
Purchase
11/18/2021
$15,001 - $50,000
4
Principal MidCap Fund Institutional Class Shares (PCBIX)
Purchase
11/18/2021
$1,001 - $15,000
5
Eaton Vance Emerging Markets Local Income Fund Class I Shares (EEIIX)
Sale
11/18/2021
$1,001 - $15,000
6
Vanguard Small Cap Index Adm
Sale
08/31/2021
$1,001 - $15,000
7
Netflix, Inc. (NFLX)
Sale
09/01/2021
$1,001 - $15,000
8
Facebook, Inc. (FB)
Sale
09/01/2021
$1,001 - $15,000
9
FPA New Income, Inc (FPNIX)
Purchase
08/31/2021
$1,001 - $15,000
10
GQG Partners Emerging Markets Equity Inst
Purchase
08/31/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

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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