Financial Disclosure Details - OGE Form 278e (01/23/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Randy W. Berry Revocable Trust
Hillside, Colorado
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
USAA Emerging Markets Fund (USEMX) (Roth IRA)
$15,001 - $50,000
None (or less than $201)
2
USAA Target Retirement 2030 Fund (URTRX) (Traditional IRA)
$1,001 - $15,000
None (or less than $201)
3
USAA Capital Growth Fund (USCGX) (Roth IRA)
$50,001 - $100,000
None (or less than $201)

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
Clifford Chance LLP & NautaDutilh (EU- Netherlands), cash balance pension plan
$15,001 - $50,000
None (or less than $201)
2
Jan S deVillers, Attorneys (South Africa), cash balance pension plan
$1,001 - $15,000
None (or less than $201)
3
Commission Fees Income, Compass Real Estate Company
Commissions and fees

Other Assets and Income

#
Description
Value
Type
Amount
1
Undeveloped Land, Hillside, Colorado
$100,001 - $250,000
None (or less than $201)
2
529 Plan: CO (CollegeInvest)
2.1
Vanguard Aggressive Growth Portfolio
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Stock Index Portfolio
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Moderate Growth Portfolio
$15,001 - $50,000
None (or less than $201)
3
529 Plan: CO (CollegeInvest)
3.1
Vanguard Aggressive Growth Portfolio
$15,001 - $50,000
None (or less than $201)
3.2
Vanguard Stock Index Portfolio
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Growth Portfolio
$15,001 - $50,000
None (or less than $201)
4
U.S. credit union accounts (cash)
$15,001 - $50,000
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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