Financial Disclosure Details - OGE Form 278e (05/14/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Charleston, West Virginia
Attending volunteer physician
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Traditional IRA
1.1
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
Vanguard 500 Index Fund Admiral
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard US Growth Fund Investor Shares (VWUSX)
$1,001 - $15,000
None (or less than $201)
3
West Virginia Public Employees Retirement Plan, defined benefit plan (value not readily ascertainable)
None (or less than $201)
4
West Virginia 457 Plan - Retirement Plus
4.1
Vanguard Total Bond Market Index Fund Institutional Shares VBTIX
$100,001 - $250,000
None (or less than $201)
4.2
Vanguard Mid-Cap Index Fund Admiral Shares VIMAX
$1,001 - $15,000
None (or less than $201)
4.3
Vanguard Small Cap Index Adm
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Charleston, West Virginia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2009
2
Charleston, West Virginia
I will continue to participate in this defined benefit plan.
3/2009
3
Huntsville, Alabama
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
3/2004
4
Nashville, Tennessee
I will continue to participate in this defined contribution plan, but sponsor no longer makes contributions.
8/2007
5
Arlington, Virginia
I will continue to participate in this defined contribution plan, but the plan sponsor will no longer make contributions.
11/2018

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
Relias (healthcare research and information)
$175 per article for total of 4 articles
$700
2
Roth IRA
2.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
3
Ligori & Ligori (expert consulting)
expert consulting fees
$2,475
4
Traditional IRA
4.1
General Electric Co. (GE)
$1,001 - $15,000
None (or less than $201)
4.2
general electric health care
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Smart 529 Select - West Virginia
1.1
AGE BASED PORTFOLIO 19+ D
$50,001 - $100,000
None (or less than $201)
1.2
1-YEAR FIXED PORTFOLIO D
$50,001 - $100,000
None (or less than $201)
1.3
FIXED INCOME PORTFOLIO D
$15,001 - $50,000
None (or less than $201)
1.4
CONSERVATIVE PORTFOLIO D
$100,001 - $250,000
None (or less than $201)
2
U.S. Financial Institution - Account - 1 - cash
$1,001 - $15,000
None (or less than $201)
3
U.S. Financial Institution - Account - 2 - cash
$500,001 - $1,000,000
Interest
$2,501 - $5,000
4
U.S. Financial Institution - Account - 3 - cash
$500,001 - $1,000,000
Interest
$15,001 - $50,000
5
U.S. Financial Institution - Account - 4 - cash
$15,001 - $50,000
Interest
$2,501 - $5,000
6
U.S. Financial Institution - Account - 5 - cash
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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