Financial Disclosure Details - OGE Form 278e (05/12/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
James Campbell Company LLC
Kapolei, Hawaii
Board of Directors
12/2022
2
Ploughshares
San Francisco, California
Member, Board of Directors
9/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Schwab IRA (managed)
1.1
AES Corp
$1,001 - $15,000
None (or less than $201)
1.2
Amgen Inc
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
1.3
Analog Devices Inc
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
1.4
Apple Inc
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
1.5
Booz Allen Hamilton
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
1.6
Brunswick Corp
None (or less than $1,001)
Capital Gains
$1,001 - $2,500
1.7
Cardinal Health Inc
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
1.8
CDW Corp
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
1.9
Celanese Corp
$1,001 - $15,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of America Corp. (cash)
$15,001 - $50,000
None (or less than $201)
2
First Republic Bank (cash, individual)
$500,001 - $1,000,000
None (or less than $201)
3
American Funds New Perspective Fund (NPFFX)
$15,001 - $50,000
$1,001 - $2,500
4
Charles Schwab Bank Sweep
$1,000,001 - $5,000,000
$201 - $1,000
5
Vanguard GNMA Fund Admiral Shares (VFIJX)
$50,001 - $100,000
$201 - $1,000
6
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
$50,001 - $100,000
$201 - $1,000
7
Vanguard Treasury Money Market Fund Investor Shares (VUSXX)
None (or less than $1,001)
None (or less than $201)
8
A&M Capital Partners LP
8.1
WHC Energy Services LLC
$15,001 - $50,000
None (or less than $201)
8.2
Talus Payments
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
NEUBERGER BERMAN LARGE CAP VALUE INSTL
Purchase
12/16/2022
$100,001 - $250,000
2
JPMORGAN INCOME I
Purchase
12/14/2022
$15,001 - $50,000
3
JPMORGAN CORE PLUS BOND I
Purchase
12/14/2022
$15,001 - $50,000
4
SEMPRA
Purchase
01/11/2023
$15,001 - $50,000
5
MID AMERICA APARTMENT COREIT
Purchase
01/11/2023
$15,001 - $50,000
6
CELANESE CORP
Purchase
01/11/2023
$15,001 - $50,000
7
SYNOVUS FINL CO
Purchase
01/11/2023
$15,001 - $50,000
8
LOWES COMPANIES INC
Purchase
01/11/2023
$15,001 - $50,000
9
FRANKLIN RESOURCES
Purchase
01/11/2023
$15,001 - $50,000
10
EXXON MOBIL CORP
Purchase
01/11/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$250,001 - $500,000
2006
Matures in 2026

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
8
Investments in this Fund are held jointly. The Values listed represent the estimated fair value of my 50% ownership share.
6
9
Investments in this Fund are held jointly. The Values listed represent the estimated fair value of my 50% ownership share.
6
10
Investments in this Fund are held jointly. The Values listed represent the estimated fair value of my 50% ownership share.
6
11
The value listed is based on my ownership percentage of this jointly held residential real estate asset.
6
15
This is a joint account. The Income Amount represents my 50% of 529 Plan distributions during the reporting period to pay for my children's college education.
6
16
The Value listed represents my portion of the balance of this account which is held jointly.
6
17
This is a joint account with a Dependent Child. The Value listed represents my portion of the cash held in the account.
6
18
The Value listed represents my portion of the balance of this account which is held jointly.
7
1
Living Trust Account
7
2
Living Trust Account

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