Financial Disclosure Details - OGE Form 278e (07/08/2021)

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
IRA- Washington Mutual Investment Fund A
$100,001 - $250,000
None (or less than $201)
2
IRA- Hartford Capital Appreciation Fund A
$100,001 - $250,000
None (or less than $201)
3
IRA- Ivy Funds PZENA International Value CL I
$50,001 - $100,000
None (or less than $201)
4
United Mine Workers of America, defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$803
5
IRA-Capital Income Builder Fund
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Quantico, Virginia
Pursuant to vested interest in the United Mine Workers of America defined benefit plan, I began receiving 803.50 per month after turning 60
1/1994

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. bank (cash)
$250,001 - $500,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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