Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
1
IRA: Columbia Seligman Comm and Info -A
None (or less than $1,001)
None (or less than $201)
2
BlackRock High Equity Income Fund Institutional Shares (BMCIX)
$1,001 - $15,000
None (or less than $201)
3
Delaware Floating Rate Fund Institutional Class Shares (DDFLX)
$1,001 - $15,000
None (or less than $201)
4
Eaton Vance Short Duration High Income Fund Class I Shares (ESHIX)
$1,001 - $15,000
None (or less than $201)
5
Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX)
$1,001 - $15,000
None (or less than $201)
6
JPMorgan Hedged Equity Fund Class I Shares (JHEQX)
$1,001 - $15,000
None (or less than $201)
7
Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX)
$1,001 - $15,000
None (or less than $201)
8
Pioneer Multi-Asset Income Fund Class Y Shares (PMFYX)
$1,001 - $15,000
None (or less than $201)
9
Putnam Fixed Income Absolute Return Fund Class Y Shares (PYTRX)
$1,001 - $15,000
$201 - $1,000
10
Western Asset Core Plus Bond Fund Class I Shares (WACPX)
$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
Putnam Equity Income-A
$100,001 - $250,000
$1,001 - $2,500
2
Columbia Seligman Comm and Info-A
$250,001 - $500,000
None (or less than $201)
3
AllianceBernstein Large Cap Growth A
$100,001 - $250,000
None (or less than $201)
4
US bank account Checking and Savings
$100,001 - $250,000
None (or less than $201)
5
Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX)
None (or less than $1,001)
None (or less than $201)
6
Neuberger Berman US Equity Index PutWrite Strategy Fund Inst Class Shares (NUPIX)
$15,001 - $50,000
$1,001 - $2,500
7
Global X S&P 500 Covered Call ETF (XYLD)
$1,001 - $15,000
$1,001 - $2,500
8
Ameriprise® Insured Money Market AccountAIMMA (sweep/cash account)
$1,001 - $15,000
Interest
None (or less than $201)
9
Columbia Intermediate Municipal Bond Fund Institutional Class Shares (SETMX)
$50,001 - $100,000
$1,001 - $2,500
10
Eaton Vance Core Plus Bond Fund Class I Shares (EIBAX)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Columbia Seligman Communications & Information Fund Class A Shares (SLMCX)
Sale
03/29/2023
$15,001 - $50,000
2
Eaton Vance Core Plus Bond Fund Class I Shares (EIBAX)
Sale
03/29/2023
$50,001 - $100,000
3
Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX)
Sale
03/29/2023
$50,001 - $100,000
4
Eaton Vance Short Duration Strategic Income Fund Class I Shares (ESIIX)
Purchase
03/29/2023
$50,001 - $100,000
5
iShares Core S&P Mid-Cap ETF IJH
Purchase
03/29/2023
$15,001 - $50,000
6
JPMorgan Core Bond Fund Class I Shares (WOBDX)
Purchase
03/29/2023
$50,001 - $100,000
7
Vanguard Total International Stock Index Fund ETF Shares (VXUS)
Purchase
03/29/2023
$15,001 - $50,000
8
Columbia Seligman Communications & Information Fund Class A Shares (SLMCX)
Sale
09/06/2023
$50,001 - $100,000
9
BlackRock High Equity Income Fund Institutional Shares (BMCIX)
Purchase
09/12/2023
$1,001 - $15,000
10
Eaton Vance Short Duration High Income Fund Class I Shares (ESHIX)
Purchase
09/12/2023
$1,001 - $15,000

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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