Financial Disclosure Details - OGE Form 278e (05/06/2022)

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
1.1
U.S. brokerage cash account
$1,001 - $15,000
None (or less than $201)
2
Rollover IRA #1:
2.1
Fidelity 500 Index Fund
$1,000,001 - $5,000,000
None (or less than $201)
2.2
Fidelity Gov't Money Mkt Fund
$100,001 - $250,000
None (or less than $201)

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
1
IRA #2
1.1
U.S. brokerage cash account
$50,001 - $100,000
None (or less than $201)
2
Rollover IRA #2
2.1
Fidelity Gov't Cash Reserves
$100,001 - $250,000
None (or less than $201)
2.2
Fidelity Gov't Money Market Fund
None (or less than $1,001)
None (or less than $201)
2.3
U.S. certificates of deposit #1
$250,001 - $500,000
None (or less than $201)
3
Raytheon, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash) #1
$250,001 - $500,000
Interest
None (or less than $201)
2
U.S. bank (cash) #2
$250,001 - $500,000
Interest
$5,001 - $15,000
3
U.S. bank (cash) #3
$100,001 - $250,000
Interest
None (or less than $201)
4
U.S. Savings Bonds
$15,001 - $50,000
None (or less than $201)
5
Brokerage Account #1:
5.1
General Mills Inc. Common
None (or less than $1,001)
Dividends
$1,001 - $2,500
5.2
Pfizer Common
None (or less than $1,001)
Dividends
$201 - $1,000
5.3
Bristol-Myers Squibb Co. Common
None (or less than $1,001)
Dividends
$201 - $1,000
5.4
Procter & Gamble Co. Common
None (or less than $1,001)
Dividends
$2,501 - $5,000
5.5
Nuveen Quality Municipal Income Fund (NAD)
$250,001 - $500,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Bristol-Myers Squibb (BMY)
Sale
06/02/2021
$50,001 - $100,000
2
General Mills, Inc. (GIS)
Sale
06/02/2021
$100,001 - $250,000
3
Procter & Gamble Co. (PG)
Sale
06/02/2021
$100,001 - $250,000
4
The J. M. Smucker Co. (SJM)
Sale
06/02/2021
$1,001 - $15,000
5
Pfizer Inc. (PFE)
Sale
06/02/2021
$15,001 - $50,000
6
Viatris Inc.
Sale
06/02/2021
$1,001 - $15,000
7
University of Maryland Bond
Sale
06/02/2021
$50,001 - $100,000
8
University of Michigan Bond
Sale
06/02/2021
$15,001 - $50,000
9
Baltimore County, MD Bond
Sale
06/02/2021
$50,001 - $100,000
10
Maryland State Community Develop. Rev. Bond
Sale
06/02/2021
$50,001 - $100,000

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
6
5.5
Nuveen Maryland Quality Municipal Inc. Fund was merged into this asset.
7
1
All of the listed sales were made pursuant to a certificate of divestiture issued by the Office of Government Ethics.

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