Financial Disclosure Details - OGE Form 278e (05/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Charleston, West Virginia
Partner
10/2019
2
Charleston, West Virginia
Attorney
9/2021
3
Charleston, West Virginia
Senator
9/2021
4
Charleston, West Virginia
Director
9/2021
5
Wheeling, West Virginia
Director
9/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Bowles Rice LLP (law firm)
Salary
$144,145
2
West Virginia Legislature
Salary
$18,853
3
Vanguard Roth IRA
3.1
Berkshire Hathaway B
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Mid Cap Value ETF
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Real Estate Index ETF
$15,001 - $50,000
None (or less than $201)
3.4
Invesco Russell 1000 ETF
$15,001 - $50,000
None (or less than $201)
3.5
Invesco S&P 500 ETF
$50,001 - $100,000
None (or less than $201)
4
SEP IRA
4.1
Berkshire Hathaway B
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Charleston, West Virginia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2017
2
Charleston, West Virginia
I will continue to participate in this defined benefit plan.
11/1997

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
Nothing reported in this section

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
Commercial real estate Wheeling, WV
$100,001 - $250,000
None (or less than $201)
3
Main Street Financial (MSWV)
$15,001 - $50,000
Dividends
$201 - $1,000
4
Personal seat licenses (2) Pittsburgh Steelers
$15,001 - $50,000
None (or less than $201)
5
WV EDA Rev Muni Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
6
WV State Hosp Utd Hlth System Muni Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
7
WV State Hosp Rev Vly Hlth System Muni Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
8
WV State Hosp Fin Auth Rev Muni Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
9
WV Fin Auth Hosp Univ Muni Bond
$50,001 - $100,000
Interest
$2,501 - $5,000
10
WV State Hosp Fin Univ Hlth Sys Muni Bond
$50,001 - $100,000
Interest
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Facebook, Inc. (FB)
Purchase
11/04/2021
$1,001 - $15,000
2
Take-Two Interactive Software, Inc. (TTWO)
Purchase
11/04/2021
$1,001 - $15,000
3
Facebook, Inc. (FB)
Purchase
11/08/2021
$1,001 - $15,000
4
Fidelity Select Housing (FSHOX)
Sale
11/01/2021
$15,001 - $50,000
5
Energy Select Sector SPDR Fund (XLE)
Sale
11/01/2021
$15,001 - $50,000
6
Fidelity Health Care Services Portfolio (FSHCX)
Sale
11/01/2021
$100,001 - $250,000
7
Vanguard Growth Index Fund ETF Class Shares (VUG)
Purchase
11/15/2021
$15,001 - $50,000
8
Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
Purchase
11/15/2021
$15,001 - $50,000
9
Energy Select Sector SPDR Fund (XLE)
Purchase
11/22/2021
$1,001 - $15,000
10
Zoom Video Communications, Inc. (ZM)
Purchase
11/24/2021
$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
6
2
Real estate has been placed into a single-member limited liability company controlled by filer.
6
45.15
As of the date of this filing, the value of this holding does not exceed $50,000.

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