Financial Disclosure Details - OGE Form 278e (04/26/2023)

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
Kansas City Public School System, defined benefit plan (receives monthly benefit)
Retirement benefits
$40,190
2
IRA #1
2.1
Fidelity Treasury MMKT (FDUXX)
$50,001 - $100,000
None (or less than $201)
2.2
UMB Financial Corporation (UMBF)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
The Kansas City Public School System
Kansas City, Missouri
Participates in the KSPL defined benefit plan. Currently receiving a monthly retirement pension benefit.
9/2005

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
Lyric Opera of Kansas City
salary
2
Lyric Opera Retirement Plan - Great-West Lifetime 2015 (MXABX)
$100,001 - $250,000
None (or less than $201)
3
IRA #2
3.1
Apple, Inc. (AAPL)
$15,001 - $50,000
Dividends
None (or less than $201)
3.2
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
Dividends
None (or less than $201)
3.3
JP Morgan Chase & Co (JPM)
$1,001 - $15,000
Dividends
None (or less than $201)
3.4
lululemon athletica, Inc. (LULU)
$15,001 - $50,000
None (or less than $201)
3.5
Exxon Mobil Corp (XOM)
$1,001 - $15,000
Dividends
$201 - $1,000
3.6
Fidelity Government Portfolio Class I Shares (FIGXX)
$1,001 - $15,000
None (or less than $201)
3.7
Abbott Laboratories (ABT)
$1,001 - $15,000
Dividends
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Investment Account #1:
1.1
Fidelity Treasury Money Market (FDUXX)
$50,001 - $100,000
None (or less than $201)
1.2
UMB Financial Corp (UMBF)
$500,001 - $1,000,000
Dividends
$15,001 - $50,000
2
Investment Account #2:
2.1
Abbott Laboratories (ABT)
$15,001 - $50,000
Dividends
$201 - $1,000
2.2
Accenture plc (ACN)
$15,001 - $50,000
Dividends
$201 - $1,000
2.3
Alphabet Inc Class A (GOOGL)
$50,001 - $100,000
None (or less than $201)
2.4
Amazon Com Inc (AMZN)
$50,001 - $100,000
Capital Gains
$1,001 - $2,500
2.5
Apple Inc. (AAPL)
$100,001 - $250,000
Capital Gains Dividends
$201 - $1,000
2.6
Bank of America Corp (BAC)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
UMB Bank
$50,001 - $100,000
2014
on demand
2
Delta Sky Miles/American Express
$10,001 - $15,000
2019
Revolving
3
R.C. Kemper, Jr. Marital Trust
$500,001 - $1,000,000
2020
10

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3.6
This money market mutual fund was a replacements of the former Fidelity money market FDRXX previously listed as an asset of the Fidelity account .
5
3.16
Ticker for Blackstone Inc is "BX" & is not coming up.
5
3.35
Morgan Stanley ticker "MS" did not come up.
5
3.62
Versus Capital Real Assets Fund LLC ticker "VCRRX" did not come up
5
4
This account was omitted inadvertently by Filer's Spouse as from the time of his nomination in October 2019 through the Annual Report for 12/31/21, there were no reportable transactions from the review of the Fidelity Account statements. All assets were money market or a US Government Bond Fund. This account was transferred to UMB on 9/14/21, which began its reportable transactions as part of the regular monthly tacking in Integrity.
6
2.47
Asset move from former Investment Account #3, Asset #9.13
Formerly known as Federated Treasury Obligations Fund #68 (TOIXX)
6
2.48
Asset was received from previous Investment acct #3
6
6
These assets are held individually by Filer and not part of Investment Acct #2.
6
9
Assets moved into Investment Account #2 on 11/12/2019.

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