Financial Disclosure Details - OGE Form 278e (03/24/2024)

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
1
Oak Ridge National Lab (U.T.-Battelle), defined benefit plan (value not readily ascertainable)
retirement payments
$81,360

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Pension -- Oak Ridge National Lab (U. T. Batelle)
Oak Ridge, Tennessee
I will continue to participate in this defined benefit plan.
9/1981

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
Pension -- Oak Ridge National Laboratory (U.T. Battelle) (value not readily ascertainable)
retirement payments

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard brokerage Spouse
1.1
3M Co
$1,001 - $15,000
Dividends
$201 - $1,000
1.2
American Electric Power
$1,001 - $15,000
Dividends
$201 - $1,000
1.3
Bristol Myers Squibb
$1,001 - $15,000
Dividends
$201 - $1,000
1.4
Clorox Co
$1,001 - $15,000
None (or less than $201)
1.5
General Mills Inc.
$1,001 - $15,000
None (or less than $201)
1.6
Home Depot Inc.
$1,001 - $15,000
Dividends
$201 - $1,000
1.7
Intel Corp
$1,001 - $15,000
None (or less than $201)
1.8
Johnson & Johnson
$1,001 - $15,000
None (or less than $201)
1.9
JP Morgan Chase & Co
$1,001 - $15,000
Dividends
$201 - $1,000

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
6
1.35
Vanguard changed the names of the settlement account and money marker account and gave them ticker symbol assignments.
6
1.36
Vanguard changed the names of the settlement account and money marker account and gave them ticker symbol assignments.
6
4
401K moved to Schwab IRA in Spring 2023. Reported on form last year, but changed by Ethics counsel due to the timing of the transfer.
6
7
Now $463/year, ended supplemental insurance 12/31/2019. Imputed income continues through retirement.

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