Financial Disclosure Details - OGE Form 278e (05/11/2023)

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
Nothing reported in this section

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
Private counseling services (self-employed)
Hourly fees for mental health counseling services
2
MaineHealth
salary, bonus
3
MaineHealth 403B Retirement Plan - YourPath 2030 Conservative
$50,001 - $100,000
Reported as "Investment Earnings"
$3,710
3.1
Vanguard Intermediate-Term Bond Index Fund Institutional Plus Class Shares (VBIUX)
3.2
Lincoln Stable Value YourPath Z445P
3.3
MFS Intrinsic Value Fund R6 (UIVRX)
3.4
Vanguard Developed Markets Index Fund Institutional Shares (VTMNX)
3.5
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
3.6
Vanguard Extended Market Index Fund Institutional Shares (VIEIX)
3.7
John Hancock Funds III Disciplined Value Fund Class R6 Shares (JDVWX)

Other Assets and Income

#
Description
Value
Type
Amount
1
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
$201 - $1,000
2
Vanguard Information Technology ETF (VGT)
$15,001 - $50,000
$201 - $1,000
3
Comm Serve Sector Select SPDR (XLC)
$15,001 - $50,000
None (or less than $201)
4
Invesco QQQ Trust, Series 1 (QQQ)
$50,001 - $100,000
$201 - $1,000
5
IShares Edge MSCI US Momentum (MTUM)
$15,001 - $50,000
$201 - $1,000
6
Vanguard Information Technology ETF (VGT)
$15,001 - $50,000
$201 - $1,000
7
Intel Corp (INTC)
$15,001 - $50,000
Capital Gains Dividends
$1,001 - $2,500
8
Johnson & Johnson (JNJ)
$50,001 - $100,000
Capital Gains Dividends
$201 - $1,000
9
Rental Property, Richmond, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
10
JP Morgan Equity Income C (OINCX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
PayPal Holdings, Inc. (PYPL)
Sale
02/14/2022
$1,001 - $15,000
2
Johnson & Johnson (JNJ)
Purchase
03/29/2022
$1,001 - $15,000
3
General Motors Co. (GM)
Sale
03/29/2022
$1,001 - $15,000
4
United Parcel Service, Inc. (UPS)
Purchase
03/29/2022
$1,001 - $15,000
5
Garmin Ltd. (GRMN)
Sale
03/29/2022
$1,001 - $15,000
6
Sea Limited ADR
Sale
03/10/2022
$1,001 - $15,000
7
Union Pacific Corp. (UNP)
Purchase
03/04/2022
$1,001 - $15,000
8
The Coca-Cola Co. (KO)
Purchase
03/04/2022
$1,001 - $15,000
9
Aptiv PLC (APTV)
Sale
03/04/2022
$1,001 - $15,000
10
Berkshire Hathaway Inc. (BRKB)
Purchase
03/04/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Quicken Loans
$100,001 - $250,000
2020
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3
This investment is an asset allocation portfolio presented as a single, unitized investment option. It is managed by Morningstar Investment Management and consists of the identified mix of stock- and bond- based funds listed under this asset. I do not know the value of the underlying assets. Reported here is the unit value for the portfolio at the end of the reporting period.
5
3.2
An investment account consisting of a group of fixed annuities sold to retirement plans and issued by the Lincoln National Life Ins Co. No further details known.
5
4
This investment is an asset allocation portfolio presented as a single, unitized investment option. It is managed by Morningstar Investment Management and consists of the identified mix of stock- and bond- based funds listed under this asset. I do not know the value of the underlying assets. Reported here is the unit value for the portfolio at the end of the reporting period.
5
4.2
An investment account consisting of a group of fixed annuities sold to retirement plans and issued by the Lincoln National Life Ins Co. No further details known.
6
7
This financial interest is in a DoD Contractor (prohibited source). I do not have any current official duties relevant to this company/corporation, nor do I anticipate any such duties in the future. I understand that I am ultimately responsible for ensuring that I do not participate personally and substantially in any particular matter that will have a direct and predictable effect on my financial interests, or on the financial interests of a person whose interests are imputed to me.
6
8
This financial interest is in a DoD Contractor (prohibited source). I do not have any current official duties relevant to this company/corporation, nor do I anticipate any such duties in the future. I understand that I am ultimately responsible for ensuring that I do not participate personally and substantially in any particular matter that will have a direct and predictable effect on my financial interests, or on the financial interests of a person whose interests are imputed to me.
6
17
This financial interest is in a DoD Contractor (prohibited source). I do not have any current official duties relevant to this company/corporation, nor do I anticipate any such duties in the future. I understand that I am ultimately responsible for ensuring that I do not participate personally and substantially in any particular matter that will have a direct and predictable effect on my financial interests, or on the financial interests of a person whose interests are imputed to me.
6
25
This financial interest is in a DoD Contractor (prohibited source). I do not have any current official duties relevant to this company/corporation, nor do I anticipate any such duties in the future. I understand that I am ultimately responsible for ensuring that I do not participate personally and substantially in any particular matter that will have a direct and predictable effect on my financial interests, or on the financial interests of a person whose interests are imputed to me.
6
29
This financial interest is in a DoD Contractor (prohibited source). I do not have any current official duties relevant to this company/corporation, nor do I anticipate any such duties in the future. I understand that I am ultimately responsible for ensuring that I do not participate personally and substantially in any particular matter that will have a direct and predictable effect on my financial interests, or on the financial interests of a person whose interests are imputed to me.
6
30
This financial interest is in a DoD Contractor (prohibited source). I do not have any current official duties relevant to this company/corporation, nor do I anticipate any such duties in the future. I understand that I am ultimately responsible for ensuring that I do not participate personally and substantially in any particular matter that will have a direct and predictable effect on my financial interests, or on the financial interests of a person whose interests are imputed to me.

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