Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
PepsiCo Inc
$15,001 - $50,000
Dividends
$201 - $1,000
2
First State Bank Common
$1,001 - $15,000
None (or less than $201)
3
Clearbridge Small Cap Fund C (fka Clearbridge Special Investment Trust C)
$50,001 - $100,000
$1,001 - $2,500
4
Goldman Sachs Growth Strategy A
$1,001 - $15,000
None (or less than $201)
5
Templeton Foreign Fund Class A
$15,001 - $50,000
$201 - $1,000
6
Invesco Technology Fund Class A
$15,001 - $50,000
None (or less than $201)
7
American Funds American Balanced A
$100,001 - $250,000
$2,501 - $5,000
8
American Growth Fund of America A
$250,001 - $500,000
$15,001 - $50,000
9
American Income Fund of America A
$50,001 - $100,000
$2,501 - $5,000
10
American Smallcap World Fund A
$100,001 - $250,000
$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
16
Rights are held in the following Texas counties: Archer, Cherokee, Dallam, Haskell, Jack, Liberty, Madison, Matagorda, Nacogdoches, Panola, Real, Robertson, Rusk, San Augustine, San Jacinto, Shelby, Smith, Tyler, Young. Rights are held in Eddy County, NM. The identities of the oil and gas production companies leasing these mineral rights are separately disclosed in this Part.
6
17
Family pass-through corporation. The identities of the oil and gas production companies leasing mineral rights from Stewart Mineral Corp. are separately disclosed in this Part.
6
18
Items 18-22, 24, 27-28, and 36-50 identify the oil and gas production companies from which Malcolm Stewart received royalty income in 2023.

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