Financial Disclosure Details - OGE Form 278e (04/09/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
July 23, 2004 CD Irrevocable Insurance Trust
Trustee
Present
2
June 25, 2012 AD Irrevocable Insurance Trust
Trustee
Present
3
Disclaimer Family Trust
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

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
US Bank - Merrill Lynch Bank Deposit Program - Cash Account (now called Bank of America, NA)
$15,001 - $50,000
Interest
$201 - $1,000
2
US Bank - Synchrony Bank (savings cash account)
$100,001 - $250,000
Interest
$5,001 - $15,000
3
US Bank - PNC Bank (cash checking/savings accounts)
$1,001 - $15,000
None (or less than $201)
4
US Bank - Capital One (Cash)
$1,001 - $15,000
None (or less than $201)
5
FIRST EAGLE GLOBAL CLASS I (SGIIX)
$100,001 - $250,000
$5,001 - $15,000
6
LOOMIS SAYLES GLOBAL EQUITY & INCOME FUND (LSWWX)
$250,001 - $500,000
$5,001 - $15,000
7
VANGUARD DIVIDEND APPRECIATION FUND (VIG)
$250,001 - $500,000
$5,001 - $15,000
8
VANGUARD LARGE-CAP ETF (VV)
$100,001 - $250,000
$2,501 - $5,000
9
VAREX IMAGING CORP (VREX)
$1,001 - $15,000
None (or less than $201)
10
ISHARES CORE S&P SMALL CAP ETF (IJR)
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
ISHARES MSCI EMERGING MARKETS EX CHINA (EMXC)
Sale
01/24/2023
$50,001 - $100,000
2
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)
Purchase
01/24/2023
$50,001 - $100,000
3
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY ETF (PDBC)
Sale
01/24/2023
$15,001 - $50,000
4
JP MORGAN EQUITY PREMIUM INCOME ETF (JEPI)
Purchase
09/11/2023
$15,001 - $50,000
5
LOOMIS SAYLES GLOBAL EQUITY & INCOME FUND (LSWWX)
Sale
09/11/2023
$15,001 - $50,000
6
VANGUARD TOTAL STK MKT ETF (VTI)
Sale
09/11/2023
$15,001 - $50,000
7
PIMCO INCOME FUND (PONPX)
Purchase
09/11/2023
$15,001 - $50,000
8
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION (VIGI)
Sale
09/11/2023
$50,001 - $100,000
9
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)
Purchase
09/14/2023
$50,001 - $100,000
10
VANGUARD DIVIDEND APPRECIATION FUND (VIG)
Purchase
11/28/2023
$15,001 - $50,000

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
6
24
CD acquired and redeemed in 2023.
6
25
CD acquired and redeemed in 2023.
6
26
CD acquired and redeemed in 2023.
6
27
CD acquired and redeemed in 2023.

Do you have information about Laura Demartino that is missing from this database?

Drop us a line at [email protected].