Financial Disclosure Details - OGE Form 278e (05/14/2023)

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
Traditional IRA #1
1.1
Berkshire Hathaway Inc. (BRKB)
$15,001 - $50,000
None (or less than $201)
1.2
iShares Gold Trust (IAU)
$1,001 - $15,000
None (or less than $201)
1.3
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
$15,001 - $50,000
None (or less than $201)
1.4
FPA New Income, Inc (FPNIX)
$15,001 - $50,000
None (or less than $201)
1.5
BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX)
$1,001 - $15,000
None (or less than $201)
1.6
Calamos Market Neutral Income Fund Class I Shares (CMNIX)
$1,001 - $15,000
None (or less than $201)
1.7
FPA Crescent Fund (FPACX)
$15,001 - $50,000
None (or less than $201)
1.8
GMO Quality Fund Class I Shares (GQLIX)
$15,001 - $50,000
None (or less than $201)
1.9
Goldman Sachs Rising Dividend Growth Fund Institutional Class Shares (GSRLX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account #1
$1,001 - $15,000
None (or less than $201)
2
U.S. Bank Account #2
$1,001 - $15,000
None (or less than $201)
3
Nationwide, Variable Annuity
3.1
PIMCO VIT Low Duration
$50,001 - $100,000
None (or less than $201)
3.2
Large Cap International Portfolio Institutional Class Shares (DFALX)
$50,001 - $100,000
None (or less than $201)
3.3
PIMCO All Asset Fund Institutional Class Shares (PAAIX)
$15,001 - $50,000
None (or less than $201)
3.4
PIMCO Short-Term Fund Institutional Class Shares (PTSHX)
$50,001 - $100,000
None (or less than $201)
4
U.S. Bank Account #3
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
US Large Cap Value Portfolio Institutional Class Shares (DFLVX)
Purchase
06/01/2022
$50,001 - $100,000
2
PIMCO All Asset Fund Institutional Class Shares (PAAIX)
Purchase
06/01/2022
$15,001 - $50,000
3
PIMCO Short-Term Fund Institutional Class Shares (PTSHX)
Purchase
06/01/2022
$50,001 - $100,000
4
Growth Fund of America Class A Shares (AGTHX)
Sale
09/30/2022
$15,001 - $50,000
5
International Growth & Income Fund Class A Shares (IGAAX)
Sale
09/30/2022
$15,001 - $50,000
6
BlackRockGlobal Allocation Fund, Inc Investor A Shares (MDLOX)
Sale
09/30/2022
$15,001 - $50,000
7
JP Morgan Insurance Trust Global A
Sale
09/30/2022
$15,001 - $50,000
8
PIMCO Dynamic Bond Fund Institutional Class Shares (PFIUX)
Sale
09/30/2022
$15,001 - $50,000
9
Vanguard Equity Income Fund Investor Shares (VEIPX)
Sale
09/30/2022
$15,001 - $50,000
10
Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX)
Sale
09/30/2022
$15,001 - $50,000

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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