Financial Disclosure Details - OGE Form 278e (03/23/2023)

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
CCT Thematic Fund
$15,001 - $50,000
None (or less than $201)
1.1
BlackRock Liquidity Funds FedFund- Institutional
$1,001 - $15,000
None (or less than $201)
1.2
Baird Intermediate Bond Fund
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard Short-Term Investment-Grade Fund
$1,001 - $15,000
None (or less than $201)
2
Capital One Savings
$100,001 - $250,000
Interest
$2,501 - $5,000
3
Penn. Tpk. 5%
$15,001 - $50,000
Interest
$1,001 - $2,500
4
INDIANA ST FIN AUTH 5.00%
$15,001 - $50,000
Interest
$1,001 - $2,500
5
GARFIELD CNTY OKLA 5.00% 09/01/31
$15,001 - $50,000
Interest
$1,001 - $2,500
6
GREAT LAKES WTR AUTH 5.00% 07/01/36
$15,001 - $50,000
Interest
$1,001 - $2,500
7
STAFFORD CNTY VA 5.00% 06/15/34
$15,001 - $50,000
Interest
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
Federal Thrift Savings Program
$1,000,001 - $5,000,000
$5,001 - $15,000
3
U.S Brokerage Accounts
3.1
MARYLAND ST HLTH & VAR 07/01/41
$100,001 - $250,000
Interest
$5,001 - $15,000
3.2
ILLINOIS ST TOLL HWY 5.00% 01/01/33
$100,001 - $250,000
Interest
$5,001 - $15,000
3.3
HAMILTON CNTY OHIO 5.00% 12/01/35
$50,001 - $100,000
Interest
$2,501 - $5,000
3.4
FREDERICKSBURG VA 5.00% 06/15/30
$50,001 - $100,000
Interest
$2,501 - $5,000
3.5
VIRGINIA SMALL BUSINESS 4.00% 11/01/36
$50,001 - $100,000
Interest
$2,501 - $5,000
3.6
MARYLAND ST TRANSN AUTH 4.00% 07/01/39
$50,001 - $100,000
Interest
$2,501 - $5,000
3.7
FLORIDA ST BRD ED PUB 4.000% 06/01/2028
$50,001 - $100,000
Interest
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
CyrusOne REIT
Purchase
7/10/17
$1,001 - $15,000
2
Equifax, Inc. 2.3%
Purchase
11/8/2017
$15,001 - $50,000
3
Andarko Petroleum
Purchase
11//17/2017
$1,001 - $15,000
4
Andarko Petroleum
Purchase
11/21/2017
$1,001 - $15,000
5
Range Resources Corp
Sale
11/29/2017
$1,001 - $15,000
6
Anheuser Busch 3/3%
Purchase
02/11/2019
$15,001 - $50,000
7
Modesto Calif. 1.5%
Sale
02/15/2019
$15,001 - $50,000
8
Minneapolis Mn. Health Var.
Purchase
02/15/2019
$15,001 - $50,000
9
Springfield Mo. School Dist. Education Bond
Purchase
02/17/2022
$50,001 - $100,000
10
North Texas Twy Authority Transportation Bond
Purchase
01/21/2022
$50,001 - $100,000

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
6
2
In 2021, I rolled over a SEP-IRA into the TSP

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