Financial Disclosure Details - OGE Form 278e (05/08/2024)

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
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
Dominion Energy, Inc. (D)
$15,001 - $50,000
Dividends
$201 - $1,000
2
1.1 acre undeveloped land, Keystone Heights, FL
$15,001 - $50,000
None (or less than $201)
3
U.S. financial institution savings/checking accounts
$50,001 - $100,000
None (or less than $201)
4
Residential Estate, Rehoboth Beach, DE
$100,001 - $250,000
None (or less than $201)
5
Nationwide New Heights Select 12 Fixed Indexed Annuity
$250,001 - $500,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$10,001 - $15,000
2014
revolving credit
2
Chase Bank
$15,001 - $50,000
2014
revolving credit
3
Capital One Bank
$10,001 - $15,000
2014
revolving credit
4
Capital One Bank
$10,001 - $15,000
2014
revolving credit
5
NELNET (Parent Plus Loan)
$15,001 - $50,000
2016
10 years
6
NELNET (Parent Plus Loan)
$15,001 - $50,000
2017
10 years
7
NELNET (Parent Plus Loan)
$15,001 - $50,000
2015
10 years
8
NELNET (Parent Plus Loan)
$15,001 - $50,000
2018
10 year loan

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
Currently on Detail to OLEM as Senior Advisor. Reassignment to OLEM as Senior Advisor for EJ and ECR is expected to be finalized by 5/31/2024. (Title of record pending the reassignment to OLEM is Senior Advisor, OEJECR.)
6
4
Husband inherited one third of his parents' home upon the death of the second parent. Home is valued at about $300,000. Husband's sister lives in it and pays no rent to my husband.
6
5
The Nationwide New Heights Select 12 Fixed Indexed Annuity was purchased in February, 2024 and has a value of $500,000. However it will not pay out until February, 2025. I intend to retire September, 2024.
8
5
Parent Plus loan for daughter's educational expenses.
8
6
Parent Plus Loan for Daughter's Education
8
7
Parent Plus Loan for Daughter's education.
8
8
Parent Plus Loan for Daughter's last year of college.

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