Estimated Net Worth
- $253 K - $749 K
Salary
- Unknown
Employment
- Started 06/08/2022
Records
- OGE Form 278e (05/08/2022)
- OGE Form 278t (11/30/2021)
- OGE Form 278e (06/07/2021)
- OGE Form 278t (06/07/2021)
- OGE Form 278t (05/21/2021)
- OGE Form 278e (04/30/2021)
- OGE Form 278t (04/23/2021)
- OGE Form 278t (02/22/2021)
- OGE Form 278t (11/09/2020)
- OGE Form 278t (09/28/2020)
- OGE Form 278t (07/06/2020)
- OGE Form 278e (05/12/2020)
- OGE Form 278t (09/05/2019)
- OGE Form 278e (01/28/2019)
- OGE Form 278t
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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