Financial Disclosure Details - OGE Form 278e (05/10/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Williamsburg, Virginia
Member of Board of Visitors
9/2022
2
Washington, District of Columbia
Member of the Management Board of Directors
9/2022
3
New York, New York
Member, Executive Committee, Board of Directors
9/2022
4
Washington, District of Columbia
Chair, Board of Directors
9/2022
5
Springfield, Virginia
Co-Executrix
8/2022
6
Springfield, Virginia
Co-Trustee
8/2022

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 (ABT)
None (or less than $1,001)
Capital Gains
$100,001 - $1,000,000
2
AMERICAN EQUITY INVESTMENT LIFE HLDG CO 5.95% - A PFD Cusip 025676503
None (or less than $1,001)
None (or less than $201)
3
American Equity Investment Life Holding Co 6.625% -B PFDCusip 025676602
None (or less than $1,001)
None (or less than $201)
4
AGNC Investment Corp. 06.875% PFD Series-D Cusip 00123Q609
$1,001 - $15,000
None (or less than $201)
5
AGNC Investment Corp. CUM 1/1000 7% PFD SeriesC Cusip 00123Q500
None (or less than $1,001)
None (or less than $201)
6
AGNC Investment Corp 6.50% PFD SER-E Cusip 00123Q807
None (or less than $1,001)
$201 - $1,000
7
AGNC Investment Co. 6.125% PFD SER-F Cusip 00123Q872
None (or less than $1,001)
$201 - $1,000
8
Aspen Insurance HLDG 5.95% PFD Cusip G05384154
None (or less than $1,001)
None (or less than $201)
9
Aspen Insurance Holdings 5.625% PFD Cusip G05384162
None (or less than $1,001)
None (or less than $201)
10
Aspen Insurance Holdings 5.625% PFD Cusip G05384204
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
OMAHA NEB VAR PURP GENL OBLIG REF Bond cusip 6817125Q4
Sale
12/09/2022
$15,001 - $50,000
2
KANSAS ST DEV FIN AUTH REV REF-D Bond cusip 48542RVC5
Purchase
12/09/2022
$15,001 - $50,000
3
Texas St Bond cusip 8827237D5
Sale
11/14/2022
$1,001 - $15,000
4
WISCONSIN ST GENL OBLIG REF Bond cusip 97705MYK5
Purchase
10/24/2022
$15,001 - $50,000
5
UNIVERSITY TEX UNIV REVS ID 06-01-19 Bond cusip 91514AJM8
Sale
10/24/2022
$15,001 - $50,000
6
HONOLULU HAWAII CITY & CNTY Bond cusip 438687MU6
Purchase
10/19/2022
$15,001 - $50,000
7
CLARK CNTY NEV GENL OBLIG BOND cusip 180848YX5
Sale
10/19/2022
$15,001 - $50,000
8
ATHENE HOLDING LTD 7.75% cusip ATHLL
Purchase
12/12/2022
$1,001 - $15,000
9
LINCOLN NATL CP IND 9% DEP PFD cusip LNC.D
Purchase
12/06/2022
$1,001 - $15,000
10
JPMORGAN CHASE & CO 4.625%-LL 304M8V68 JPM.L
Purchase
11/02/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
BSI Finacial Services
$100,001 - $250,000
2010
30 years
2
The Resolute Fund II
$15,001 - $50,000
2003
On Demand
3
The Resolute Fund IV
$50,001 - $100,000
2017
On Demand
4
Siguler Guff Investments
$10,001 - $15,000
2008
On Demand
5
J Z Capital Fund A, LLP
$15,001 - $50,000
2010
On Demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
10
This asset has been divested.

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