Financial Disclosure Details - OGE Form 278e (05/12/2024)

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
IRA
1.1
Apple, Inc. (AAPL)
$50,001 - $100,000
None (or less than $201)
1.2
CVS Health Corp. (CVS)
$15,001 - $50,000
None (or less than $201)
1.3
Enbridge Inc. (ENB)
$15,001 - $50,000
None (or less than $201)
1.4
International Paper Co. (IP)
$1,001 - $15,000
None (or less than $201)
1.5
Omnicom Group, Inc. (OMC)
$15,001 - $50,000
None (or less than $201)
1.6
iShares Global Clean Energy ETF (ICLN)
$1,001 - $15,000
None (or less than $201)
1.7
Health Care Select Sector SPDR Fund (XLV)
$100,001 - $250,000
None (or less than $201)
1.8
First Trust Cloud Computing ETF (SKYY)
$15,001 - $50,000
None (or less than $201)
1.9
Invesco Emerging Markets Sovereign Debt ETF (PCY)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Albany New York
I receive approximately $60,000 a year starting in 2014
9/1987

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
U.S. bank #1 (cash)
$50,001 - $100,000
Interest
$1,001 - $2,500
2
U.S. bank #2 (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
3
DC College Savings 529
$1,001 - $15,000
Dividends
$201 - $1,000
3.1
Intermediate Bond Portfolio DC 529
None (or less than $1,001)
None (or less than $201)
3.2
US Large Cap Equity Portfolio DC 529
$15,001 - $50,000
$201 - $1,000
4
Advanced Micro Devices, Inc. (AMD)
$15,001 - $50,000
None (or less than $201)
5
Berkshire Hathaway Inc. (BRK-B)
$50,001 - $100,000
None (or less than $201)
6
AT&T
$1,001 - $15,000
Dividends
$201 - $1,000
7
Abbott Laboratories (ABT)
$15,001 - $50,000
Dividends
$201 - $1,000
8
AbbVie, Inc. (ABBV)
$15,001 - $50,000
Dividends
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Schwab NY Municipal Money SWYXX
Purchase
04/05/2023
$100,001 - $250,000
2
iShares New York Muni Bond ETF (NYF)
Purchase
04/05/2023
$50,001 - $100,000
3
Vanguard Health Care Fund Admiral Shares (VGHAX)
Sale
04/03/2023
$1,001 - $15,000
4
Vanguard Pa Long Tern VPALX
Sale
04/03/2023
$250,001 - $500,000
5
Coherent, Inc. (COHR)
Sale
04/03/2023
$1,001 - $15,000
6
Delta Air Lines, Inc. (DAL)
Purchase
08/24/2022
$1,001 - $15,000
7
Netflix, Inc. (NFLX)
Purchase
08/24/2022
$1,001 - $15,000
8
ELME Communities REIT
Sale
07/24/2023
$1,001 - $15,000
9
Nuveen Pennsylvania Quality Municipal Income Fund (NQP)
Sale
12/07/2023
$1,001 - $15,000
10
Baxter International, Inc. (BAX)
Sale
12/07/2023
$1,001 - $15,000

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
2
2.12
Washington REIT (WRE) changed its legal name to Elme Communities, on October 20, 2022, when its new ticker symbol, ELME became effective.
6
25
Washington REIT (WRE) changed its legal name to Elme Communities, on October 20, 2022, when its new ticker symbol, ELME became effective.

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