Financial Disclosure Details - OGE Form 278e (05/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Army and Navy Club
Washington, District of Columbia
Member, Strategic Planning And Special Events Committees
Present
2
Army and Navy Club - Washington
, District of Columbia
Governor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
NFCU IRA #1
$15,001 - $50,000
None (or less than $201)
2
NFCU IRA #2
$50,001 - $100,000
Dividends
$1,001 - $2,500

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
Criterion Systems, Inc.
Salary
2
T. Rowe Price/Criterion 401(k)
2.1
T. Rowe Price Retirement 2020 R (TRRBX)
$15,001 - $50,000
2.2
T. Rowe Price Retirement Balance Fund (TRRIX)
$1,001 - $15,000
2.3
T. Rowe Price Government Money (TRRXX)
$1,001 - $15,000
3
Criterion Systems, Inc., Stock Appreciation Right
$50,001 - $100,000
None (or less than $201)
4
Merrill Lynch IRA #1
$15,001 - $50,000
5
Merrill Lynch IRA #2
5.1
Abbott Laboratories (ABT)
$1,001 - $15,000
Dividends
$1,001 - $2,500
5.2
Air Products & Chemicals Inc (APD)
$1,001 - $15,000
Dividends
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union account #1
$1,001 - $15,000
None (or less than $201)
2
U.S. bank account
$1,001 - $15,000
None (or less than $201)
3
U.S. credit union account #2
$100,001 - $250,000
Interest
$201 - $1,000
4
American New (NPFCX)
$15,001 - $50,000
$5,001 - $15,000
5
BlackRock Global Allocation (MCLOX)
$15,001 - $50,000
None (or less than $201)
6
First Eagle Global (FESGX)
$100,001 - $250,000
$1,001 - $2,500
7
Lord Abbett Growth Leaders Fund C (LGLCX)
$1,001 - $15,000
$2,501 - $5,000
8
PGIM Short-Term Corporate Bond Fund Class Z Shares (PIFZX)
$1,001 - $15,000
None (or less than $201)

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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