Financial Disclosure Details - OGE Form 278e (04/12/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Kathleen K. Glynn Revocable Trust
Falls Church, Virginia
Trustee
Present
2
J. Patrick Glynn Revocable Trust
Falls Church, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
U.S. credit union #1, IRA certificates
$1,001 - $15,000
IRS required minimum distribution
$354
2
Security Benefit IRA fixed annuity
$250,001 - $500,000
IRS Required minimum distribution for age over 70 and a half
$14,110

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
U.S. credit union #1
$15,001 - $50,000
Interest
None (or less than $201)
2
Dominion Resources Inc
$100,001 - $250,000
Dividends
$2,501 - $5,000
3
Prudential Insurance Co.
$1,001 - $15,000
Dividends
None (or less than $201)
4
Wells Fargo Advisors Brokerage Account
$100,001 - $250,000
Capital Gains Dividends
$5,001 - $15,000
4.1
ALLSPRING MONEY MARKET FUND CLASS PREMIER- formerly Wells Fargo Advantage- Utilities & Telecommunications-A
$15,001 - $50,000
$2,501 - $5,000
4.2
Comcast Corp
$15,001 - $50,000
Dividends
$201 - $1,000
4.3
Duke Energy
$1,001 - $15,000
Dividends
$201 - $1,000
4.4
Ingredion Inc.
$15,001 - $50,000
Dividends
$201 - $1,000
4.5
Verizon Communications Inc
$1,001 - $15,000
Dividends
$201 - $1,000
4.6
ATT Inc
$1,001 - $15,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Amgen Inc.
Purchase
02/06/2023
$1,001 - $15,000
2
JP Morgan Chase & Co
Purchase
02/06/2023
$1,001 - $15,000
3
Chevron Corp. (CVX)
Purchase
06/01/2023
$1,001 - $15,000
4
General Dynamics Corp. (GD)
Purchase
06/01/2023
$1,001 - $15,000
5
Raytheon Technologies Corporation Common Stock (RTX)
Purchase
06/01/2023
$1,001 - $15,000
6
FIRST TRUST DSIP PORTFOLIO QUARER 2022 SER REIN 3RD
Sale
10/18/2023
$1,001 - $15,000
7
Archer-Daniels-Midland Co. (ADM)
Purchase
10/25/2023
$1,001 - $15,000
8
Raytheon Technologies Corporation Common Stock (RTX)
Purchase
10/25/2023
$1,001 - $15,000
9
ALLSPRING MONEY MARKET FUND CLASS PREMIER
Purchase
10/25/2023
$1,001 - $15,000
10
Security Benefit RMD
Sale
10/20/2023
$1,001 - $15,000

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
1
1
I am Trustee of my late mother's trust.
1
2
I am trustee of my own revocable trust.
6
1
I have checking and savings accounts in credit union. Interest was $6.
6
4
Individual stock holdings in this brokerage account are included in this list
6
4.1
One of the stocks in the Wells Fargo Advisors Brokerage Account.
6
4.2
One of the stocks in the Wells Fargo Advisors Brokerage Account.
6
4.3
One of the stocks in the Wells Fargo Advisors Brokerage Account.
6
4.4
One of the stocks in the Wells Fargo Advisors Brokerage Account.
6
4.5
One of the stocks in the Wells Fargo Advisors Brokerage Account.
6
4.6
One of the stocks in the Wells Fargo Advisors Brokerage Account.

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