Financial Disclosure Details - OGE Form 278e (05/24/2022)

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
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
Maryland College Investment Plan -- Portfolio 2021
$100,001 - $250,000
$201 - $1,000
2
DTE Energy Common (aggregate of holdings for 3 children)
$15,001 - $50,000
Dividends
$201 - $1,000
3
U.S. bank No. 1 (Cash)
$100,001 - $250,000
Interest
None (or less than $201)
4
Wells Fargo & Co
4.1
Putnam Sustainable Leaders Fund
None (or less than $1,001)
$2,501 - $5,000
4.2
Putnam Multi-Cap Growth
None (or less than $1,001)
$1,001 - $2,500
5
Fidelity Account (inherited)
5.1
Fidelity Magellan
None (or less than $1,001)
$15,001 - $50,000
5.2
PGIM Jennison Growth Fund Class A Shares (PJFAX)
None (or less than $1,001)
$201 - $1,000
5.3
PGIM Jennison Mid-Cap Growth Fund Class A
None (or less than $1,001)
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
American Capital Funds American Balanced Fund (ABALX)
Purchase
12/07/2021
$50,001 - $100,000
2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
11/16/2021
$250,001 - $500,000
3
Navient Corporation SR NT
Sale
11/02/2021
$1,001 - $15,000
4
Target Corp. (TGT)
Sale
11/01/2021
$1,001 - $15,000
5
Pfizer Inc. (PFE)
Sale
11/01/2021
$1,001 - $15,000
6
Nuveen Core Equity Alpha Fund (JCE)
Sale
11/01/2021
$1,001 - $15,000
7
Nuveen Maryland Quality Municipal Income Fund (NMY)
Sale
11/01/2021
$1,001 - $15,000
8
Eaton Vance Tx MGD DIV EQ
Sale
11/01/2021
$15,001 - $50,000
9
Eaton Vance Tax-MNGD GBL DIV EQ
Sale
11/01/2021
$1,001 - $15,000
10
Cisco Systems, Inc. (CSCO)
Sale
11/01/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Amerisave Mortgage
$500,001 - $1,000,000
2020
30 year

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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