Financial Disclosure Details - OGE Form 278e (06/19/2023)

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
IRA
1.1
Fidelity Magellan Fund (FMAGX)
$100,001 - $250,000
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
Baker Hostetler, defined benefit plan (value not readily ascertainable)
Monthly pension payments
2
Roth/Rollover IRA
Distributions
$270,947
2.1
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)
$500,001 - $1,000,000
None (or less than $201)
2.2
Fidelity International Capital Appreciation Fund (FIVFX)
$50,001 - $100,000
None (or less than $201)
2.3
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
None (or less than $201)
2.4
Fidelity Government Money Market Fund (SPAXX)
$1,000,001 - $5,000,000
None (or less than $201)
2.5
Fidelity Government Income Fund (FGOVX)
$50,001 - $100,000
None (or less than $201)
3
Traditional IRA
3.1
Fidelity Government Portfolio Institutional Class Shares (FRGXX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1 account (cash)
$100,001 - $250,000
None (or less than $201)
2
US bank #2 (Cash)
$1,000,001 - $5,000,000
Interest
$15,001 - $50,000
3
US bank #3 (Cash)
$1,000,001 - $5,000,000
Interest
$15,001 - $50,000
4
US bank #4 (Cash)
$100,001 - $250,000
Interest
$1,001 - $2,500
5
US bank #5 (Cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
6
Calvert ultra short duration income fund
$100,001 - $250,000
$1,001 - $2,500
7
Vanguard Windsor Fund Admiral Shares (VWNEX)
$100,001 - $250,000
$2,501 - $5,000
8
Templeton Global Smaller Companies
$100,001 - $250,000
$2,501 - $5,000
9
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$500,001 - $1,000,000
$5,001 - $15,000
10
T. Rowe Price Equity Income
$100,001 - $250,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
B&H Composite
Sale
01/15/2022
$50,001 - $100,000
2
PIMCO Real Return Fund Institutional Class Shares (PRRIX)
Sale
01/15/2022
$15,001 - $50,000
3
Fidelity S&P 500 Index Fund
Sale
01/15/2022
$1,001 - $15,000
4
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX)
Sale
01/15/2022
$50,001 - $100,000
5
Fidelity Advisor International Capital Appreciation Fund Class Z Shares (FIDZX)
Sale
01/15/2022
$1,001 - $15,000
6
B&H Composite
Sale
12/08/2022
$50,001 - $100,000
7
PIMCO Real Return Fund Institutional Class Shares (PRRIX)
Sale
12/08/2022
$15,001 - $50,000
8
Fidelity S&P 500 Index Fund
Sale
12/08/2022
$1,001 - $15,000
9
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX)
Sale
12/08/2022
$50,001 - $100,000
10
Fidelity Advisor International Capital Appreciation Fund Class Z Shares (FIDZX)
Sale
12/08/2022
$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
5
2.1
Share class change upon rollover.
5
2.2
Share class change upon rollover.
5
2.3
Share class change upon rollover.
5
2.5
Share class conversion upon rollover.
6
13
This was inadvertently reported as $500k-$1M in prior 278. The correct amount was and currently is $50k- $100k; no transaction occurred.
7
1
Managed fund by BakerHostetler with Fidelity as advisor, for defined contribution. Transaction date estimated.
7
2
Transaction date estimated.
7
3
Transaction date estimated.
7
4
Transaction date estimated.
7
5
Transaction date estimated.

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