Thomas E. Workman
Independent Member
Observations
- Millionaire
Estimated Net Worth
- $10.1 M - $21.0 M
Salary
- Unknown
Employment
- Started 03/21/2018
Records
Financial Disclosure Details - OGE Form 278e (05/11/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Columbus, Ohio | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP-IRA: | |||
1.1 | U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Dividend Appreciation (VIG) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | AQR Diversified Arbitrage Instl (ADAIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | DFA U.S. Large Cap Value Instl (DFLVX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Roth IRA: | |||
2.1 | BlackRock Strategic Income Opps Institutional (BSIIX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | DFA US Large Cap Value Institutional (DFLVX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Dodge & Cox stock fund (DODGX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Harbor Capital Appreciation Institutional (HACAX) | $100,001 - $250,000 | 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 | Spouse’s artistic works (value of unsold artwork not readily ascertainable) | Art Sales | ||
1.1 | "Circe's Garden #6" (Sale of Oil Painting) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Revocable Trust #1: | |||
1.1 | Longleaf Partners Small-cap (LLSCX) | $100,001 - $250,000 | $15,001 - $50,000 | |
1.2 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Separately Managed Account (Brokerage Account): | |||
1.3.1 | 3M Company (MMM) | $1,001 - $15,000 | None (or less than $201) | |
1.3.2 | Boeing Co (BA) | $1,001 - $15,000 | None (or less than $201) | |
1.3.3 | Diageo Plc New F 1 ADR Reps 4 Ord (DEO) | $1,001 - $15,000 | None (or less than $201) | |
1.3.4 | Dow Inc. (DOW) | $1,001 - $15,000 | None (or less than $201) | |
1.3.5 | Genuine Parts Co (GPC) | $1,001 - $15,000 | None (or less than $201) | |
1.3.6 | Intel Corp (INTC) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | MatthewsPacific Tiger Fund Investor Class Shares (MAPTX) | Purchase | 03/14/2022 | $1,001 - $15,000 |
2 | AQR Diversified Arbitrage Fund Class I Shares (ADAIX) | Sale | 03/14/2022 | $1,001 - $15,000 |
3 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | Sale | 04/26/2022 | $100,001 - $250,000 |
4 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Purchase | 04/26/2022 | $15,001 - $50,000 |
5 | PIMCO CommodityRealReturn Strategy Fund Institutional Class Shares (PCRIX) | Sale | 04/26/2022 | $50,001 - $100,000 |
6 | Davis Select US Equity ETF (DUSA) | Sale | 06/15/2022 | $1,001 - $15,000 |
7 | JPMorgan Ultra-Short Income ETF (JPST) | Sale | 06/15/2022 | $50,001 - $100,000 |
8 | AQR Diversified Arbitrage Fund Class I Shares (ADAIX) | Sale | 06/22/2022 | $1,001 - $15,000 |
9 | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | Sale | 06/22/2022 | $15,001 - $50,000 |
10 | PIMCO Income Fund Institutional Class Shares (PIMIX) | Sale | 06/22/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citizen's Bank | $500,001 - $1,000,000 | 2020 | 15 |
2 | PIMCO Corp Opportunity Fund II | $100,001 - $250,000 | 2016 | On Demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2.2 | Commercial Real Estate, Gahanna, Ohio |
6 | 4.8 | Commercial Real Estate, Gahanna, Ohio |
6 | 5.10 | Commercial Real Estate, Gahanna, Ohio |
6 | 5.11 | Residential Real Estate, Gahanna, Ohio |
6 | 6 | Fixed option selected, earning the guaranteed minimum return of 3.0% |
6 | 7 | Fixed option selected, earning the guaranteed minimum return of 3.0% |
6 | 8 | 100% of the funds are invested in the "Interest Accumulation Account" with a current Effective Annual Yield of 1% |
6 | 9 | Receivable from P. Squire. |
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