Financial Disclosure Details - OGE Form 278e (04/18/2024)

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
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Abbott Laboratories
$100,001 - $250,000
Dividends
$1,001 - $2,500
2
AbbVie Inc.
$100,001 - $250,000
Dividends
$5,001 - $15,000
3
Allstate Corp
$50,001 - $100,000
Dividends
$1,001 - $2,500
4
Biogen Idec Inc
$50,001 - $100,000
None (or less than $201)
5
SRH Total Return Fund Inc. Common Stock (STEW)
$50,001 - $100,000
$2,501 - $5,000
6
CVGW (Calavo Growers, Inc.)
$15,001 - $50,000
Dividends
$201 - $1,000
7
Clean Harbors inc
$1,001 - $15,000
None (or less than $201)
8
ConocoPhillips
$15,001 - $50,000
Dividends
$201 - $1,000
9
Corning Inc
$50,001 - $100,000
Dividends
$1,001 - $2,500
10
General Mills Inc
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
UIT FT Dividend Growth Portfolio
Purchase
04/25/2023
$50,001 - $100,000
2
iShares US Utilities ETF (IDU)
Purchase
10/19/2023
$15,001 - $50,000
3
Newell Brands, Inc. (NWL)
Sale
10/19/2023
$1,001 - $15,000
4
SPDR S&P Bank ETF (KBE)
Purchase
10/19/2023
$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
38
Shares surrendered - purchased by Columbia Banking Systems 3/2/2023
6
53
Purchased Umpqua Bank shares

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