Financial Disclosure Details - OGE Form 278e (06/09/2023)

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
IRA (cash)
$1,001 - $15,000
None (or less than $201)
2
State of Tennesee 401(k)
$1,001 - $15,000
None (or less than $201)
2.1
Fidelity Contrafund (FCNTX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Nashville, Tennessee
Defined contribution plan. Eligible at age 59.5. I will continue to participate in this defined contribution plan. State of Tennessee has made no contributions since my departure.
4/1999

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
IRA
1.1
plains gp holdings
$1,001 - $15,000
None (or less than $201)
2
SourceAmerica
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
US Treasury NT
$15,001 - $50,000
None (or less than $201)
2
US Treasury NT
$15,001 - $50,000
None (or less than $201)
3
US Treasury NT
$15,001 - $50,000
None (or less than $201)
4
US Treasury NT
$15,001 - $50,000
None (or less than $201)
5
American Electric Power Co., Inc. (AEP)
$1,001 - $15,000
None (or less than $201)
6
Berkshire Hathaway Inc. (BRKB)
$15,001 - $50,000
None (or less than $201)
7
constellation energy
$1,001 - $15,000
None (or less than $201)
8
CVS Health Corp. (CVS)
$1,001 - $15,000
None (or less than $201)
9
Chevron Corp. (CVX)
$1,001 - $15,000
None (or less than $201)
10
Exelon Corp. (EXC)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Uber Technologies, Inc. (UBER)
Purchase
01/19/2022
$1,001 - $15,000
2
Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH)
Sale
01/20/2022
$15,001 - $50,000
3
Amazon.com, Inc. (AMZN)
Sale
01/21/2022
$15,001 - $50,000
4
Corning, Inc. (GLW)
Purchase
04/06/2022
$1,001 - $15,000
5
Marathon Petroleum Corp. (MPC)
Purchase
07/01/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Granite State Management
$15,001 - $50,000
1997
13 yrs
2
Regions Mortgage
$500,001 - $1,000,000
2021
360 months
3
Burke and Herbert
$15,001 - $50,000
2022
300 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Alpha Gamma Delta
Indianapolis, Indiana
I was awarded the Distinguished Alumni award. The international sorority paid for my room while I attended the awards ceremony.
$200
2
Alpha Gamma Delta
Indianapolis, Indiana
The sorority paid my milage to the awards ceremony.
$400

Endnotes

Section
#
Description
6
31
Filer states that this was acquired in 2008. It is worth just over $1,000.

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