Financial Disclosure Details - OGE Form 278e (05/08/2022)

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
Rollover IRA
1.1
Fidelity Asset Manager 70% Fund (FASGX)
$15,001 - $50,000
$201 - $1,000
1.2
Fidelity Contrafund (FCNTX)
$50,001 - $100,000
$5,001 - $15,000
1.3
Fidelity Magellan Fund (FMAGX)
$15,001 - $50,000
$201 - $1,000
1.4
Fidelity Puritan Fund (FPURX)
$15,001 - $50,000
$2,501 - $5,000
1.5
Fidelity Independence Fund (FDFFX)
None (or less than $1,001)
$1,001 - $2,500
2
Traditional IRA
2.1
Fidelity Real Estate Income Fund (FRIFX)
$15,001 - $50,000
$201 - $1,000
2.2
Fidelity Cash Reserves Fund (FDRXX)
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity Fund (FFIDX)
$15,001 - $50,000
$1,001 - $2,500

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
1
U.S. credit union account (cash)
$50,001 - $100,000
Interest
$1,001 - $2,500
2
U.S. brokerage account (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
Barrick Gold Corporation common stock (GOLD)
$1,001 - $15,000
Dividends
None (or less than $201)
4
British Petroleum common stock (BP)
$15,001 - $50,000
Dividends
$1,001 - $2,500
5
General Motors common stock (GM)
$15,001 - $50,000
Dividends
None (or less than $201)
6
International Business Machines Corp common stock (IBM)
None (or less than $1,001)
Capital Gains Dividends
$201 - $1,000
7
NiSource common stock (NI)
$1,001 - $15,000
Dividends
None (or less than $201)
8
CVS Health Corp common stock (CVS)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Traditional IRA - Fidelity Cash Reserves (FDRXX)
Purchase
01/11/2021
$1,001 - $15,000
2
NiSource, Inc. (NI)
Purchase
02/10/2021
$1,001 - $15,000
3
Fidelity Export & Multinational Fund (FEXPX)
Sale
04/16/2021
$15,001 - $50,000
4
Fidelity Fund (FFIDX)
Purchase
04/16/2021
$15,001 - $50,000
5
International Business Machines Corp. (IBM)
Sale
05/17/2021
$1,001 - $15,000
6
Rollover IRA - Fidelity Independence Fund (FDFFX)
Sale
05/14/2021
$15,001 - $50,000
7
Rollover IRA - Fidelity Magellan Fund (FMAGX)
Purchase
05/14/2021
$15,001 - $50,000
8
Traditional IRA - Fidelity Cash Reserves Fund (FDRXX)
Purchase
11/26/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
JP Morgan Chase Card Services
$15,001 - $50,000
2021
Revolving
2
Congressional Federal Credit Union
$250,001 - $500,000
2020
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Thomas J. Beers
Arlington, Virginia
Household furniture
$1400
2
Thomas J. Beers
Arlington, Virginia
Cake stand and dome
$500

Endnotes

Section
#
Description
Filer's Information
1
Sworn in as an NCUA Board Member on April 8, 2019. Subsequently, designated by the President as NCUA Board Chairman on January 20, 2021.
2
1.3
Fidelity closed out Fidelity Independence Fund (FDFFX) on or about May 14, 2021, and transferred the assets into the Fidelity Magellan Fund (FMAGX). I did not initiate the transaction.
2
1.5
No longer hold asset.
2
2.3
Fidelity closed out Fidelity Export and Multinational Fund (FEXPX) on or about April 16, 2021, and transferred the assets into the Fidelity Fund (FFIDX). I did not initiate the transaction.
2
2.4
No longer hold asset.
6
6
Sold stock on 5/17/2021.
7
1
2020 IRA Contribution
7
3
Fidelity closed out the Fidelity Export and Multinational Fund (FEXPX) on April 16. 2021, and transferred the assets into the Fidelity Fund (FFIDX), which has a similar investment strategy. I did not initiate the transaction.
7
4
Fidelity closed out the Fidelity Export and Multinational Fund (FEXPX) on April 16. 2021, and transferred the assets into the Fidelity Fund (FFIDX), which has a similar investment strategy. I did not initiate the transaction.
7
6
Fidelity closed out Fidelity Independence Fund (FDFFX) on or about May 14, 2021, and transferred the assets into the Fidelity Magellan Fund (FMAGX). I did not initiate the transaction.

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