Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Co-Chair, Government Personnel Committee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Franklin Templeton Growth Fund CL A (retirement plan acct)
$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
1
T-Mobile
salary, bonus
2
IRA/PIMCO Unconstrained Bond D (PUBDX)
$1,001 - $15,000
None (or less than $201)
3
AF Europac Growth R6
$1,001 - $15,000
None (or less than $201)
4
TRP US Mdcp Val Eq
$1,001 - $15,000
None (or less than $201)
5
AMG Timessq Mdcp GR
$1,001 - $15,000
None (or less than $201)
6
TRP Growth Stock E
$1,001 - $15,000
None (or less than $201)
7
TRP Equity Income C
$1,001 - $15,000
None (or less than $201)
8
NB High Income I
$1,001 - $15,000
None (or less than $201)
9
TRP Retire 2025 G
$100,001 - $250,000
None (or less than $201)
10
TRP Retire 2030 G
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Rental Property in Baltimore, MD
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
JNL Invesco Global Real Estate
$1,001 - $15,000
None (or less than $201)
3
JNL Mellon Capital Hlthcare Sector
$1,001 - $15,000
None (or less than $201)
4
JNL Neuberger Strat Income
$1,001 - $15,000
None (or less than $201)
5
JNL Doubleline Core Fixed Income
$1,001 - $15,000
None (or less than $201)
6
JNL S&P Dividend Inc & Growth
None (or less than $1,001)
None (or less than $201)
7
Ohio Nat'l Equity (ONE) Fidelity VIP Contrafund Portfolio
$1,001 - $15,000
None (or less than $201)
8
ONE Fidelity VIP Real Estate Portfolio
$1,001 - $15,000
None (or less than $201)
9
ONE PIMCO Commodity Real Return (R) Strategy
$1,001 - $15,000
None (or less than $201)
10
ONE PIMCO Global Bond Portfolio (Unhedged)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
ONE Alliance Bernstein Dynamic Asset Alloc
Sale
06/25/2021
$1,001 - $15,000
2
ONE Federated Core Plus Bond Portfolio
Purchase
06/25/2021
$1,001 - $15,000
3
ONE Federated Core Plus Bond Portfolio
Purchase
06/25/2021
$1,001 - $15,000
4
ONE AB VPS Global Risk Allocation-Moderate
Purchase
06/25/2021
$1,001 - $15,000
5
ONE AB VPS Global Risk Allocation-Moderate
Purchase
06/25/2021
$1,001 - $15,000
6
ONE Federated Managed Volatility Fund II
Sale
06/25/2021
$1,001 - $15,000
7
ONE PIMCO Total Return Portfolio
Sale
06/25/2021
$1,001 - $15,000
8
ONE iShares Managed Risk Balanced (BR)
Purchase
06/25/2021
$1,001 - $15,000
9
JNL/Mellon U.S. Stock Mkt Index
Purchase
05/20/2021
$1,001 - $15,000
10
JNL/WMC Global Real Estate
Purchase
05/20/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Home Mortgage
$100,001 - $250,000
2009
30 Years
2
Rocket Mortgage
$250,001 - $500,000
2017
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
This is not an officer position and carries no fiduciary responsibilities.
5
3
Items 3-8, and 17 replace items 4-8 from the filer's 2021 report. Items 4-8 from the 2021 report are no longer available in the spouse's employer's 401(k) offerings.
5
9
Name change from Target Retire 2025
5
10
Name change from Target Retire 2030
5
11
Replaces Vanguard Dev Mkt Idx IS
6
11
Edited fund name
6
12
Edited fund name
6
19
Previously, there was no rental income collected for this property.
6
36
Fixed typo in the fund name
6
37
Fixed typo in the fund name

Do you have information about Shawne C. McGibbon that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved