Financial Disclosure Details - OGE Form 278e (03/05/2024)

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
Bredhoff & Kaiser Defined Contribution Plan
1.1
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Bredhoff & Kaiser
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
10/2002

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
First Congregational Church
salary
2
Roth IRA
2.1
Davis NY Venture
$1,001 - $15,000
None (or less than $201)
2.2
First Eagle Global A
$1,001 - $15,000
None (or less than $201)
2.3
Thornburg Intl Value A
$1,001 - $15,000
None (or less than $201)
3
United Church of Christ Annuity Plan
3.1
2040 Lifecycle Fund
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank cash accounts
$15,001 - $50,000
None (or less than $201)
2
U.S. brokerage account
2.1
First Eagle Global A
$1,001 - $15,000
None (or less than $201)
3
Rollover IRA
3.1
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
3.2
Harding Loevner Intl Eqy Inst
$1,001 - $15,000
None (or less than $201)
3.3
John Hancock Intl Growth 1
$1,001 - $15,000
None (or less than $201)
3.4
Western Asset Core Plus BD 1
$1,001 - $15,000
None (or less than $201)
3.5
Catalyst Millburn HGD Strat 1
$1,001 - $15,000
None (or less than $201)
3.6
Blackrock Hi Yield BD PTF INST
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2012
30 years

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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