Financial Disclosure Details - OGE Form 278e (05/10/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Executor
Los Angeles, California
Executor/trustee
3/2023

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
Home Depot (HD)
$15,001 - $50,000
None (or less than $201)
2
American Century Ultra (TWCUX)
$15,001 - $50,000
None (or less than $201)
3
Mrna (Moderna)
$1,001 - $15,000
None (or less than $201)
4
Prologis, Inc. (PLD)
$1,001 - $15,000
None (or less than $201)
5
Eli Lilly & Co. (LLY)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Cisco Systems Inc
$1,001 - $15,000
Dividends
None (or less than $201)
2
Home Depot Inc
$15,001 - $50,000
Dividends
$201 - $1,000
3
lowes companies (LOW)
$1,001 - $15,000
Dividends
$201 - $1,000
4
Marriott Intl
$15,001 - $50,000
Dividends
$201 - $1,000
5
Mondelez Int'l (MDLZ)
$15,001 - $50,000
Dividends
$201 - $1,000
6
PepsiCo Inc
$15,001 - $50,000
Dividends
$201 - $1,000
7
AT&T (T)
$1,001 - $15,000
Dividends
$201 - $1,000
8
Union Pacific Corp
$15,001 - $50,000
Dividends
$201 - $1,000
9
Yum! Brands Inc
$1,001 - $15,000
Dividends
None (or less than $201)
10
Proctor and Gamble (PG)
$1,001 - $15,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$100,001 - $250,000
2016
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
executorship ended; still responsible for final tax filings before all work completes
6
13
Bonds and notes of various duration and type
6
16
Condo includes one parking space and storage unit which are rented out as well. Total revenue is between $15,000 and $50,000, but net income is negative after depreciation.

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