Financial Disclosure Details - OGE Form 278e (07/03/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arney Tree Farm
Livingston, Tennessee
Partner
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA Roll Over - Charles Schwab
None (or less than $201)
1.1
Jpmorgan Chase Bk
$50,001 - $100,000
None (or less than $201)
1.2
Jpmorgan Chase Bk Cd Zero Lkd 22
$50,001 - $100,000
None (or less than $201)
1.3
Stone Ridge Trust V Alt Lending Prem (LENDX)
None (or less than $1,001)
None (or less than $201)
1.4
Stone Ridge Trust II Reinsurance Risk Premium Internal (SRRIX)
$15,001 - $50,000
None (or less than $201)
1.5
T2 Strategic Real Estate
$50,001 - $100,000
None (or less than $201)
1.6
Diamond Hill Core Bond
$15,001 - $50,000
None (or less than $201)
1.7
DoubleLine Long Duration Total Return Bond Fund Class I Shares (DBLDX)
$1,001 - $15,000
None (or less than $201)
1.8
Baird Aggregate Bond Fund Institutional Class Shares (BAGIX)
$15,001 - $50,000
None (or less than $201)
1.9
Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Tennessee Consolidated Retirement System
Nashville, Tennessee
I will continue to participate in this defined benefit plan.
10/2001

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
401-K
1.1
American Funds Europacific Growth Fund Class R-6 (RERGX)
$250,001 - $500,000
None (or less than $201)
1.2
John Handcock Funds Disciplined Value Mid Cap Fund
$50,001 - $100,000
None (or less than $201)
1.3
NYL Anchor Account
$100,001 - $250,000
None (or less than $201)
1.4
Vanguard Institutional Index Fund Institutional SH (VINIX)
$100,001 - $250,000
None (or less than $201)
1.5
Fidelity Government Cash Reserves (FDRXX)
None (or less than $1,001)
None (or less than $201)
1.6
iShares MSCI ACWI Index Fund (ETF)- (ACWI)
$50,001 - $100,000
None (or less than $201)
1.7
Natixis Loomis Sayles Strat Inc Y (NEZYX)
$100,001 - $250,000
None (or less than $201)
1.8
MassMutual Select Mid Cap Growth Fund Class 1 (MEFZX)
$50,001 - $100,000
None (or less than $201)
1.9
MFS Value Fund Class R6 MEIKX
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Family Farm Partnership
$500,001 - $1,000,000
None (or less than $201)
2
Lincoln Financial Universal Life Cash Value
$1,001 - $15,000
None (or less than $201)
3
SunTrust Bank (Truist)- Checking US Cash
$1,001 - $15,000
Interest
None (or less than $201)
4
SunTrust Bank (Truist)- Savings US Cash
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
$68,050

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