Financial Disclosure Details - OGE Form 278e (05/27/2020)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Clifton, Virginia
Trustee
Present
2
Clifton, Virginia
Trustee
Present
3
Clifton, Virginia
Co-trustee
Present
4
Clifton, Virginia
Trustee
Present
5
Clifton, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Vanguard Energy Fund Investor Shares
$15,001 - $50,000
None (or less than $201)
2
Vanguard Small-Cap Index Fund Admiral Shares
$50,001 - $100,000
None (or less than $201)
3
"Leading Dynamic Seminars” Palgrave (value not readily ascertainable)
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
USAA Precious Metals and Minerals Fund (USAGX)
$1,001 - $15,000
None (or less than $201)
2
USAA Emerging Markets Fund (USEMX)
$15,001 - $50,000
None (or less than $201)
3
USAA Small Cap Stock Fund ( USCAX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Dodge & Cox Stock Fund
$50,001 - $100,000
$2,501 - $5,000
2
Prosper Funding LLC
$15,001 - $50,000
Interest
$1,001 - $2,500
3
Palo Duro Resource Play Joint Venture (Development of oil well in Floyd County, Texas.
$15,001 - $50,000
None (or less than $201)
4
Family Trust #1
4.1
Bank of America Private Wealth Management Dividend Income Common Trust Fund
$100,001 - $250,000
$2,501 - $5,000
4.2
Columbia Contrarian Core Fund
$50,001 - $100,000
None (or less than $201)
4.3
Select Sector SPDR TR FINANCIAL SHS BEN INT
$50,001 - $100,000
$2,501 - $5,000
4.4
Touchstone Sands Capital Select Growth C
$15,001 - $50,000
$2,501 - $5,000
4.5
Bank of America Private Wealth Management Mid Cap Growth CTF
$50,001 - $100,000
$201 - $1,000
4.6
Vanguard Real Estate ETF (VNQ)
$50,001 - $100,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
FTSE Developed Markets ETF
Sale
09/26/2019
$50,001 - $100,000
2
Adobe Systems Incorporated - Common Stock (ADBE)
Sale
12/06/2019
$100,001 - $250,000
3
Medtronic
Sale
12/06/2019
$50,001 - $100,000
4
The Bank of New York Mellon Corp (BK)
Sale
12/06/2019
$50,001 - $100,000
5
Dominion Energy
Sale
12/06/2019
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Bank
$100,001 - $250,000
2008
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
Peer-to-peer lending. No individual loan in excess of $50.
6
4.1
No longer held. This asset was sold on January 24, 2020.
6
4.5
No longer held. This asset was sold on January 24, 2020.
6
5.3
No longer held. This asset was sold on June 12, 2020.

Do you have information about James Lee Anderson that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved