Financial Disclosure Details - OGE Form 278e (05/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Edina, Minnesota
unpaid trustee
Present
2
Edina, Minnesota
unpaid trustee
Present
3
Edina, Minnesota
unpaid trustee
Present
4
Edina, Minnesota
unpaid trustee
Present
5
Edina, Minnesota
unpaid trustee
Present

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
Arnall Golden Gregory LLP (Law Firm)
partnership draw
2
Arnall Golden Gregory LLP Self-Employed Persons Retirement Plan
2.1
DFA U.S. Large Cap Growth Institutional
$15,001 - $50,000
None (or less than $201)
2.2
DFA U.S. Large Cap Value III
$15,001 - $50,000
None (or less than $201)
2.3
DFA U.S. Small Cap Growth Institutional
$15,001 - $50,000
None (or less than $201)
2.4
DFA Emerging Markets Core Equity I
$1,001 - $15,000
None (or less than $201)
2.5
DFA International Small Company I
$1,001 - $15,000
None (or less than $201)
2.6
DFA Large Cap International I
$15,001 - $50,000
None (or less than $201)
2.7
DFA International Real Estate Sec I
$1,001 - $15,000
None (or less than $201)
2.8
DFA Real Estate Securities I
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Domestic U.S. bank account #1 (cash)
$500,001 - $1,000,000
None (or less than $201)
2
Fidelity Puritan Fund (FPURX)
$50,001 - $100,000
None (or less than $201)
3
Estate of a Family Member (value not readily attainable)
None (or less than $201)
4
Inherited IRA
4.1
Alphabet, Inc. (GOOG)
$1,001 - $15,000
None (or less than $201)
4.2
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
4.3
American Express Co. (AXP)
$1,001 - $15,000
None (or less than $201)
4.4
American Tower Corporation (REIT) (AMT)
$1,001 - $15,000
None (or less than $201)
4.5
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
4.6
Bank of America Corp. (BAC)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Alphabet, Inc. (GOOG)
Purchase
03/18/2021
$15,001 - $50,000
2
Amazon.com, Inc. (AMZN)
Purchase
03/18/2021
$15,001 - $50,000
3
American Express Co. (AXP)
Purchase
03/18/2021
$15,001 - $50,000
4
American Tower Corporation (REIT) (AMT)
Purchase
03/18/2021
$15,001 - $50,000
5
Appian Corporation (APPN)
Purchase
03/18/2021
$1,001 - $15,000
6
Apple, Inc. (AAPL)
Purchase
03/18/2021
$15,001 - $50,000
7
Bank of America Corp. (BAC)
Purchase
03/18/2021
$15,001 - $50,000
8
Berkshire Hathaway Inc. (BRKB)
Purchase
03/18/2021
$15,001 - $50,000
9
Brookfield Asset Management Inc (BAM)
Purchase
03/18/2021
$15,001 - $50,000
10
Canadian National Railway Co (CNI)
Purchase
03/18/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Suntrust Mortgage
$500,001 - $1,000,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
1
Rollover IRA from Spouse's TSP
7
2
Rollover IRA from Spouse's TSP
7
3
Rollover IRA from Spouse's TSP
7
4
Rollover IRA from Spouse's TSP
7
5
Rollover IRA from Spouse's TSP
7
6
Rollover IRA from Spouse's TSP
7
7
Rollover IRA from Spouse's TSP
7
8
Rollover IRA from Spouse's TSP
7
9
Rollover IRA from Spouse's TSP
7
10
Rollover IRA from Spouse's TSP

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