Financial Disclosure Details - OGE Form 278e (08/05/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Helena, Montana
Director
1/2021
2
Boise, Idaho
Vice President
1/2021
3
Shepherdstown, West Virginia
Board Member
1/2021
4
Helena, Montana
Board Member
1/2021
5
Helena, Montana
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Beneficiary IRA
1.1
ISHARES CORE MSCI TOTAL INTL STOCK ETF
$15,001 - $50,000
None (or less than $201)
1.2
ISHARES RUSSELL 2000 VALUE ETF
$1,001 - $15,000
None (or less than $201)
1.3
ISHARES RUSSELL 2000 GROWTH ETF
$1,001 - $15,000
None (or less than $201)
1.4
ISHARES CORE U S AGGREGATE BOND ETF
$15,001 - $50,000
None (or less than $201)
1.5
INVESCO SENIOR LOAN ETF
$1,001 - $15,000
None (or less than $201)
1.6
VANGUARD SHORT TERM BOND ETF
$15,001 - $50,000
None (or less than $201)
1.7
VANGUARD GROWTH ETF
$15,001 - $50,000
None (or less than $201)
1.8
VANGUARD VALUE ETF
$15,001 - $50,000
None (or less than $201)
1.9
VANGUARD SHORT TERM CORP BOND ETF
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Missoula, Montana
I will continue to participate in this defined benefit plan.
8/2013
2
Missoula, Montana
I will continue participating in this deferred compensation plan, but the plan sponsor no longer makes contributions and will leave my assets in the plan administered by the Montana Public Employees’ Retirement Administration (MPERA) to grow tax deferred until I reach age 70
2/2017
3
Missoula, Montana
I will continue to participate in this health care reimbursement account, but the plan sponsor does not make contributions.
1/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Helena, Montana
Director - Responsible for budget, direction, staff, compliance, and agency

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
U.S. bank (cash account)
$1,001 - $15,000
None (or less than $201)
2
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)
3
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)
$1,001 - $15,000
None (or less than $201)
4
ISHARES S&P MID CAP 400 GROWTH ETF
$1,001 - $15,000
None (or less than $201)
5
529 College Savings Plan #1- American Funds (Virginia)
distributions
$90,317
5.1
American Funds Bond Fund of America (CFAAX)
$1,001 - $15,000
None (or less than $201)
5.2
AMERICAN FUNDS EUROPACIFIC GROWTH FUND (CEUAX)
$15,001 - $50,000
None (or less than $201)
5.3
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND (CWMAX)
$15,001 - $50,000
None (or less than $201)
5.4
AMERICAN FUNDS GROWTH FUND (CGFAX)
$15,001 - $50,000
None (or less than $201)
6
529 College Savings Plan #2- American Funds (Virginia)
distributions
$17,909

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
US Bank
$100,001 - $250,000
2017
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2.1
This asset was sold in full subsequent to the date this report was filed.
6
9
Joint account held with non-dependent child, who is primary account holder.
6
11
Ms. Williams, along with other family members, is a trust beneficiary and is eligible to apply for benefits to provide for health, education, maintenance, and support.

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