Financial Disclosure Details - OGE Form 278e (05/16/2022)

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
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
2
CALAMOS CONVERTIBLE & HIGH INCOME FUND (CHY)
None (or less than $1,001)
$201 - $1,000
3
FIDELITY ADVISOR GROWTH OPPTYS (FAGCX)
$1,001 - $15,000
$201 - $1,000
4
FIDELITY ADVISOR STRATEGIC INCOME CL I (FSRIX)
$1,001 - $15,000
$201 - $1,000
5
JPMORGAN VALUE ADVANTAGE CL I (JVASX)
$15,001 - $50,000
$1,001 - $2,500
6
BLACKROCK EMERGING MARKETS INSTL CL (MADCX)
$1,001 - $15,000
None (or less than $201)
7
MCDONALDS CORP (MCD)
None (or less than $1,001)
Dividends
$201 - $1,000
8
MERGER FUND INVESTOR CL (MERFX)
$1,001 - $15,000
None (or less than $201)
9
OLIN CORP NEW (OLN)
$1,001 - $15,000
None (or less than $201)
10
FEDERATED HERMES MDT SMALL CAP GROWTH INSTL CL (QISGX)
$1,001 - $15,000
$201 - $1,000

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
Credit Union Account #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
Credit Union Account #2 (cash)
$15,001 - $50,000
Interest
$201 - $1,000
3
Credit Union Account #3
$15,001 - $50,000
Interest
$201 - $1,000
4
Brokerage Account Cash Equivalents
$1,001 - $15,000
None (or less than $201)
5
AMERICAN ELECTRIC POWER COMPANY INC (AEP)
$15,001 - $50,000
Dividends
$201 - $1,000
6
APPLE INC (APPL)
None (or less than $1,001)
Dividends
$201 - $1,000
7
ARCHER DANIELS MIDLAND COMPANY(ADM)
$15,001 - $50,000
Dividends
$201 - $1,000
8
CHEVRON CORP (CVX)
$15,001 - $50,000
Dividends
$201 - $1,000
9
EATON CORP PLC (ETN)
$15,001 - $50,000
Dividends
$201 - $1,000
10
MICROSOFT CORP (MSFT)
None (or less than $1,001)
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Sale
06/29/2021
$15,001 - $50,000
2
Sale
06/29/2021
$1,001 - $15,000
3
Sale
06/29/2021
$1,001 - $15,000
4
Sale
06/29/2021
$1,001 - $15,000
5
Sale
06/29/2021
$1,001 - $15,000
6
Sale
06/29/2021
$1,001 - $15,000
7
INCOME FUND
Sale
06/29/2021
$1,001 - $15,000
8
INC CL A NEW
Sale
06/29/2021
$1,001 - $15,000
9
Sale
06/29/2021
$1,001 - $15,000
10
Sale
06/29/2021
$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
2
2
Asset value at EOY= 0- Reporting Dividends earned prior to sale
2
7
Asset value at EOY= 0- Reporting Dividends earned prior to sale
2
14
Asset value at EOY= 0- Reporting Dividends earned prior to sale

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