Financial Disclosure Details - OGE Form 278e (05/11/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Los Angeles, California
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
US Financial Institution Roth IRA
1.1
US Financial Institution Deposit Sweep
$1,001 - $15,000
None (or less than $201)
1.2
Alphabet, Inc. (GOOGL)
$15,001 - $50,000
None (or less than $201)
1.3
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
1.4
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
1.5
Meta Platforms Inc. Cl. A (FB)
$1,001 - $15,000
None (or less than $201)
1.6
Netflix, Inc. (NFLX)
$15,001 - $50,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
150 Main Street Trust
1.1
Brokerage Account #1
1.1.1
Alphabet Inc. - Class A (GOOGL)
$100,001 - $250,000
None (or less than $201)
1.1.2
Amazon.com, Inc. (AMZN)
$100,001 - $250,000
None (or less than $201)
1.1.3
Apple, Inc. (AAPL)
$100,001 - $250,000
Capital Gains Dividends
$100,001 - $1,000,000
1.1.4
iShares Russell 2000 ETF (IWM)
None (or less than $1,001)
$2,501 - $5,000
1.1.5
JP Morgan Chase & Co. (JPM)
$1,001 - $15,000
Capital Gains Dividends
$15,001 - $50,000
1.1.6
Dreyfus Money Market Fund
$5,000,001 - $25,000,000
$50,001 - $100,000
1.1.7
Netflix, Inc. (NFLX)
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
1.1.8
SPDR S&P MIDCAP 400 ETF
$250,001 - $500,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Burgerfi Intl Inc. (BFI)
Purchase
01/03/2022
$1,001 - $15,000
2
Credit Suisse Floating Rate High Income Fund Institutional Class Shares (CSHIX)
Purchase
01/03/2022
$1,001 - $15,000
3
Cognyte Software Ltd.
Purchase
01/03/2022
$15,001 - $50,000
4
Katapult Holdings Ltd.
Purchase
01/03/2022
$1,001 - $15,000
5
Nuveen Short Duration High Yield Municipal Bond Fund Class I Shares (NVHIX)
Purchase
01/03/2022
$1,001 - $15,000
6
Nuveen Short Duration High Yield Municipal Bond Fund Class I Shares (NVHIX)
Sale
01/27/2022
$500,001 - $1,000,000
7
WisdomTree Floating Rate Treasury Fund (USFR)
Purchase
01/28/2022
$500,001 - $1,000,000
8
Tencent Music Entertainment Group
Purchase
01/03/2022
$1,001 - $15,000
9
Intra-Cellular Therapies, Inc. (ITCI)
Purchase
01/10/2022
$1,001 - $15,000
10
Flex Ltd.
Purchase
01/19/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$5,000,001 - $25,000,000
2014
Revolving
2
Carlyle AIP Secondaries Access V II LP
$250,001 - $500,000
2020
on demand
3
Secondary Opportunities Fund
$15,001 - $50,000
2014
on demand
4
NB Private Markets Fund II (TI) LLC
$50,001 - $100,000
2012
on demand
5
Bank of America
$5,000,001 - $25,000,000
2022
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1.1.21
purchased 11/12/21
6
1.1.22
purchased11/15/2021
6
1.2.6
bond redeemed in 2022.
6
1.2.16
bond redeemed in 2022.
6
1.2.18
bond redeemed in 2022.
6
1.2.21
bond redeemed in 2022.
6
1.2.28
bond redeemed in 2022.
6
1.2.39
bond redeemed in part in 2022.
6
1.2.40
bond redeemed in 2022.
6
1.2.43
bond redeemed in 2022.

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