Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
1.1
AB Global Risk Allocation Fund
$15,001 - $50,000
None (or less than $201)

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
MONSANTO defined benefit plan
cash distributions
$348
2
Pfizer Inc
$1,001 - $15,000
None (or less than $201)
3
SEI Diversified Investment Account
$15,001 - $50,000
None (or less than $201)
3.1
SDITEmerging Markets Debt Fund Class F Shares (SITEX)
$1,001 - $15,000
None (or less than $201)
3.2
SEI Tax Exempt Trust Intermediate-Term Municipal Fund Class F Shares (SEIMX)
$15,001 - $50,000
None (or less than $201)
3.3
SDIT International Equity Fund Class F Shares (SEITX)
$1,001 - $15,000
None (or less than $201)
3.4
SEI Tax Exempt Trust Tax-Advantaged Income Fund Class F Shares (SEATX)
$1,001 - $15,000
None (or less than $201)
3.5
SIMTTax-Managed Large Cap Fund Class F Shares (TMLCX)
$1,001 - $15,000
None (or less than $201)
3.6
SIMTTax-Managed Small/Mid Cap Fund Class F Shares (STMSX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. domestic bank (cash/ checking and savings)
$250,001 - $500,000
Dividends Interest
None (or less than $201)
2
Lumbee Guaranty Bank (LUMB)
$50,001 - $100,000
Dividends
$201 - $1,000
3
Metlife Inc., universal life
$1,001 - $15,000
None (or less than $201)
4
Metlife Inc, universal life
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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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