Financial Disclosure Details - OGE Form 278e (05/13/2024)

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
DLA Piper LLP (US) Profit Sharing & 401(k) Savings Plan administered by BOK Retirement Account
1.1
Vanguard Target Retirement 2025 - Institutional
$100,001 - $250,000
$5,001 - $15,000
2
DLA Cash Balance Defined Benefit Retirement Plan
$50,001 - $100,000
$1,001 - $2,500
3
Florida Retirement System Account
3.1
FRS U.S. Stock Market Index Fund
$15,001 - $50,000
None (or less than $201)
3.2
FRS Small/Mid Cap Stock Fund
$15,001 - $50,000
None (or less than $201)
3.3
FRS Foreign Stock Index Fund
$15,001 - $50,000
None (or less than $201)
3.4
FRS Global Stock Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Houston, Texas
I will continue to participate in this defined benefit plan.
10/2013
2
Houston, Texas
I will continue to participate in this retirement plan. The plan sponsor has not made further contributions after my separation.
10/2013
3
Tallahassee, Florida
I will continue to participate in this retirement plan. The plan sponsor has not made further contributions after my separation.
12/2006

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
US banking institution (Cash account) - #1
$50,001 - $100,000
Interest
$201 - $1,000
2
US banking institution (Cash account) - #2
$15,001 - $50,000
Interest
$201 - $1,000
3
US banking institution (Cash account) - #3
$15,001 - $50,000
Interest
$201 - $1,000
4
Virginia 529
4.1
CollegeAmerica 529 Savings Plan - Growth and Income Portfolio (CGNAX)
$250,001 - $500,000
$201 - $1,000
5
UGTA Account
5.1
American Funds American Balanced Fund Class F-1 (BALFX)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$1,000,001 - $5,000,000
2017
30 Years

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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