Financial Disclosure Details - OGE Form 278e (05/31/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Denver, Colorado
Vice President, Public Lands and Senior Policy Counsel
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Audubon Society
Salary
$33,862
2
IRA #1
2.1
AMCAP Fund Class A Shares (AMCPX)
$50,001 - $100,000
None (or less than $201)
2.2
American Balanced Fund Class A Shares (ABALX)
$50,001 - $100,000
None (or less than $201)
2.3
American Funds Bond Fund of America A (ABNDX)
$50,001 - $100,000
None (or less than $201)
2.4
American Funds Capital Income Builder Class A (CAIBX)
$50,001 - $100,000
None (or less than $201)
2.5
EuroPacific Growth Fund Class A Shares (AEPGX)
$15,001 - $50,000
None (or less than $201)
2.6
American Funds Fundamental Investors Class A Shares (ANCFX)
$50,001 - $100,000
None (or less than $201)
2.7
Growth Fund of America Class A Shares (AGTHX)
$50,001 - $100,000
None (or less than $201)
2.8
Income Fund of America Class A Shares (AMECX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
7/2019
2
New York, New York
I will not participate in this defined contribution plan after my separation.
6/2019

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
Benezra and Culver, PC (law firm)
salary, bonus, partnership share
2
University of Denver Sturm College of Law (Law School)
salary
3
Benezra and Culver, PC (capital account)
None (or less than $1,001)
None (or less than $201)
4
SEP IRA #1
4.1
Alphabet, Inc. (GOOGL)
$15,001 - $50,000
None (or less than $201)
4.2
Amazon.com, Inc. (AMZN)
$50,001 - $100,000
None (or less than $201)
4.3
Caterpillar, Inc. (CAT)
$50,001 - $100,000
None (or less than $201)
4.4
Citigroup, Inc. (C)
$1,001 - $15,000
None (or less than $201)
4.5
FedEx Corp. (FDX)
$1,001 - $15,000
None (or less than $201)
4.6
General Dynamics Corp. (GD)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Condominium, residential (New York, NY)
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
2
Joint Account #2 (U.S. Bank Account, Cash)
$15,001 - $50,000
None (or less than $201)
3
Joint Account #1 (Brokerage Account)
3.1
Capital World Growth & Income Fund Class A Shares (CWGIX)
$100,001 - $250,000
$5,001 - $15,000
3.2
New Perspective Fund Class A Shares (ANWPX)
$50,001 - $100,000
$5,001 - $15,000
3.3
American SMALLCAP World Fund, Inc Class A Shares (SMCWX)
$15,001 - $50,000
$1,001 - $2,500
3.4
Tax-Exempt Bond Fund of America Class A Shares (AFTEX)
$1,001 - $15,000
$201 - $1,000
3.5
Alcon (ALC)
$1,001 - $15,000
None (or less than $201)
3.6
Deere & Co. (DE)
$1,001 - $15,000
None (or less than $201)
3.7
JPMorgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Joint #1 - Berkshire Hathaway Class B
Sale
04/23/2021
$50,001 - $100,000
2
IRA#1 - Berkshire Hathaway Class B
Sale
04/23/2021
$50,001 - $100,000
3
BlackRock Total Return Fund Class K Shares (MPHQX)
Sale
08/10/2021
$1,001 - $15,000
4
Fidelity Contrafund (FCNTX)
Sale
08/10/2021
$1,001 - $15,000
5
JHancock Disciplined Value R6
Sale
08/10/2021
$1,001 - $15,000
6
MassMutual Select Mid Cap Growth Fund Class R3 Shares (MEFNX)
Sale
08/10/2021
$1,001 - $15,000
7
American Funds Europacific GRR6
Sale
08/10/2021
$1,001 - $15,000
8
SMCWX
Purchase
08/17/2021
$15,001 - $50,000
9
SEP IRA #1 - Berkshire Hathaway Class B
Sale
04/23/2021
$15,001 - $50,000
10
Joint #1 - Enbridge
Sale
04/23/2021
$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
6
3.13
Sold.
6
3.14
Sold.
6
3.15
Sold.
6
3.16
Sold.

Do you have information about Nada L. Culver that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved