Financial Disclosure Details - OGE Form 278e (05/10/2023)

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
1
NYCC Defined Benefit Plan (value not readily ascertainable); $2500/month at age 57
None (or less than $201)
2
Roth IRA
2.1
iShares Russell 1000 Value ETF (IWD)
$1,001 - $15,000
None (or less than $201)
2.2
iShares Russell 1000 Growth ETF (IWF)
$1,001 - $15,000
None (or less than $201)
2.3
iShares Core MSCI Europe, Australia and Far East (EAFE) ETF (IEFA)
$1,001 - $15,000
None (or less than $201)
2.4
BlackRock Equity Dividend Fund Institutional Shares (MADVX)
$1,001 - $15,000
None (or less than $201)
2.5
ClearBridge Large Cap Growth Fund Class I Shares (SBLYX)
$1,001 - $15,000
None (or less than $201)
2.6
Delaware Small Cap Core Fund Institutional Class Shares (DCCIX)
$1,001 - $15,000
None (or less than $201)
2.7
Edgewood Growth Fund Institutional Class Shares (EGFIX)
$1,001 - $15,000
None (or less than $201)
2.8
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
CheckIn Tech, LLC
Delray Beach, Florida
Non-managing, non-participating owner.
2/2021

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
Johnson and Johnson
salary, bonus
2
Johnson and Johnson
cash payments
3
Johnson and Johnson
3.1
Roth IRA
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. brokerage money market account (cash) PREFERRED DEPOSIT
$100,001 - $250,000
Interest
$201 - $1,000
3
U.S. brokerage money market account (cash)
$15,001 - $50,000
None (or less than $201)
4
ABT ABBOTT LABS
$1,001 - $15,000
Dividends
$201 - $1,000
5
GOOGL ALPHABET INC SHS
$1,001 - $15,000
Dividends
$1,001 - $2,500
6
AMZN AMAZON COM INC COM
$1,001 - $15,000
Dividends
$1,001 - $2,500
7
AMT AMERICAN TOWER REIT INC (HLDG CO) SHS
$1,001 - $15,000
None (or less than $201)
8
USAS AMERICAS GOLD AND SILVER CORP
$1,001 - $15,000
None (or less than $201)
9
ANTM ANTHEM INC
$1,001 - $15,000
Dividends
$201 - $1,000
10
AAPL APPLE INC
$1,001 - $15,000
Dividends
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Santander Bank
$250,001 - $500,000
2014
7 Year ARM

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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