Financial Disclosure Details - OGE Form 278e

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
(S) (Pension) City of Chicago Chicago Police Department
value not readily ascertainable
None (or less than $201)
2
(S) (Other) Chase Business Checking - Wife's Business
$50,001 - $100,000
Interest
None (or less than $201)
3
(S) (Other) Chase Checking Account - wife business acct 2
$15,001 - $50,000
Interest
None (or less than $201)
4
(S) (IRA) Fidelity Investments - Rollover IRA
4.1
(Other) Money Market Fund
$15,001 - $50,000
None (or less than $201)
4.2
(Mutual Fund) FDFIX-Fidelity Flex 500 Index Fund
$1,001 - $15,000
None (or less than $201)
4.3
(Mutual Fund) FITFX-Fidelity Flex International Index Fund
$1,001 - $15,000
None (or less than $201)
4.4
(Mutual Fund) FLXSX-Fidelity Flex Small Cap Index Fund
None (or less than $1,001)
None (or less than $201)
4.5
(Mutual Fund) FLAPX-Fidelity Flex Mid Cap Index Fund
None (or less than $1,001)
None (or less than $201)
4.6
(Mutual Fund) FJTDX-Fidelity Flex Conservative Income Bond Fund
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
(Fixed Annuity) USAA
$1,001 - $15,000
None (or less than $201)
2
(Cash Deposit/Savings) JP Morgan Chase - Checking Wheaton, IL, US Checking
$15,001 - $50,000
Interest
None (or less than $201)
3
(J) (Cash Deposit/Savings) JP Morgan Chase - Joint Wheaton, IL, US Checking
$15,001 - $50,000
Interest
None (or less than $201)
4
(Cash Deposit/Savings) USAA San Antonio, TX, US Money Market
$1,001 - $15,000
Interest
None (or less than $201)
5
(S) (Cash Deposit/Savings) Chicago Patrolman's Credit Union Chicago, IL, US Checking
$1,001 - $15,000
Interest
None (or less than $201)
6
(S) (Cash Deposit/Savings) JP Morgan Chase - Wife Business Wheaton, IL, US Checking
$50,001 - $100,000
Interest
None (or less than $201)
7
(Cash Deposit/Savings) Navy Federal Credit Union Merrifield, VA, US Savings
$1,001 - $15,000
Interest
None (or less than $201)
8
(Cash Deposit/Savings) Navy Federal Credit Union Merrifield, VA, US Money Market
$1,001 - $15,000
Interest
None (or less than $201)
9
(J) (Cash Deposit/Savings) JP Morgan Chase Bank - Savings Wheaton, IL, US Savings
$15,001 - $50,000
Interest
None (or less than $201)
10
(S) (IRE) Condominium Chicago, IL, US
$100,001 - $250,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
FDFIX - Fidelity Flex 500 Index Fund
purchase
05/22/2020
$1,001 - $15,000
2
FITFX - Fidelity Flex International Index Fund
purchase
05/22/2020
$1,001 - $15,000
3
FFIDX - Fidelity Fund
purchase
05/26/2020
$1,001 - $15,000
4
FGRIX - Fidelity Growth and Income Pt
purchase
05/26/2020
$1,001 - $15,000
5
FIVFX - Fidelity Aggressive International Fund
purchase
05/26/2020
$1,001 - $15,000
6
FLPSX - Fidelity Low-Priced Stock Fund
purchase
05/26/2020
$1,001 - $15,000
7
JSVAX - Janus Henderson Contrarian Fund - T Shares
purchase
05/26/2020
$1,001 - $15,000
8
PGSIX - Putnam Mortgage Securities Fund Class A
purchase
05/26/2020
$1,001 - $15,000
9
FIBUX - Fidelity Flex U.S. Bond Index Fund
purchase
05/26/2020
$1,001 - $15,000
10
AGG - US Aggregate Bond Ishares Core ETF
purchase
05/11/2020
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper; Cleveland, OH, US
$50,001 - $100,000
2017
15
2
Navient; Wilkes-Barre, PA, US
$15,001 - $50,000
2003
10
3
Chase Bank; Wheaton, IL, US
$15,001 - $50,000
2020
2 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
This pension is will not be received until my wife reaches the age of 55.
5
2
Checking account for wife's business.
5
3
Cash account. Transferred to main business account.
5
4
401K Rollover
5
6
Should be in the 401K section.
5
8
Self employed 401k
6
6
Wife's business banking account
6
10
Rental property.
6
11
Own share of vacation property with family (cousins, second cousins, etc.). No rental income. Time allotted for personal use. Own approximately 1/12th of the shares.
6
21
Roth IRA

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