Financial Disclosure Details - OGE Form 278e (04/29/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
St. Lawrence University
Canton, New York
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Merrill Lynch IRA
1.1
Amazon (AMZN)
$1,001 - $15,000
None (or less than $201)
1.2
Apple (AAPL)
$1,001 - $15,000
None (or less than $201)
1.3
Coca Cola (KO)
$1,001 - $15,000
None (or less than $201)
1.4
CVS (CVS)
$1,001 - $15,000
None (or less than $201)
1.5
Facebook (FB)
$1,001 - $15,000
None (or less than $201)
1.6
Microsoft (MSFT)
$1,001 - $15,000
None (or less than $201)
1.7
Sirius XM (SIRI)
$1,001 - $15,000
None (or less than $201)
1.8
First Trust Large Cap Value AlphaDEX Fund (FTA)
$1,001 - $15,000
None (or less than $201)
1.9
iShares MSCI EAFE Index Fund (EFA)
$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
U.S. Credit Union #1 (cash)
$250,001 - $500,000
Dividends
$5,001 - $15,000
2
U.S. Credit Union #2 (cash)
$50,001 - $100,000
None (or less than $201)
3
Lincoln MoneyGuard Life Insurance (universal)
$50,001 - $100,000
None (or less than $201)
4
Undeveloped land, Bethel, PA
$100,001 - $250,000
None (or less than $201)
5
Bank of America Corp. (BAC)
None (or less than $1,001)
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
2
1
Merrill Lynch IRA previously listed in Part 6 due to an administrative error.

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