Financial Disclosure Details - OGE Form 278e (05/06/2022)

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
1
IRA - Vanguard Total Stockmarket Index Mutual Fund
$15,001 - $50,000
$201 - $1,000
2
IRA - Vanguard Developed Markets Index Mutual Fund
$15,001 - $50,000
$201 - $1,000
3
IRA - Vanguard Small Cap Growth Index Mutual Fund
$15,001 - $50,000
$201 - $1,000
4
UNUM Group Com Stock
$1,001 - $15,000
None (or less than $201)
5
Rental House, Estero, FL
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
6
John Hancock - Whole Life Ins, Boston, MA
$1,001 - $15,000
Dividends
$201 - $1,000
7
U.S. credit union (cash account)
$15,001 - $50,000
None (or less than $201)
8
U.S. federal credit union #1 (cash account)
$1,001 - $15,000
None (or less than $201)
9
U.S. bank #1 (cash account)
$15,001 - $50,000
Interest
None (or less than $201)
10
IRA - Elbit Systems Ltd Stock
$15,001 - $50,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
Nothing reported in this section

Transactions

#
Description
Type
Date
Amount
1
IRA - AMC Entertainment Holdings, Inc Stock
Sale
06/02/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo, Los Angeles, CA
$100,001 - $250,000
2013
30 yrs
2
Chase Home Mortgage, Inc.
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
11
Pfizer purchased Arena Pharmaceuticals Inc
2
23
Viatris stock received from a spin-off of divisions of Pfizer Inc.
2
24
Formerly Vical Inc stock was bought out by Brickell Biotech Inc.
2
25
Formerly Luminex Corp stock was bought for cash by Diasorin.

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