Financial Disclosure Details - OGE Form 278e (05/02/2022)

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
IRAs: Fidelity Destiny Plan II Fund O
$50,001 - $100,000
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
Co-Executor of Estate
Executor compensation

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$15,001 - $50,000
Interest
$201 - $1,000
2
Florida Prepaid College Plan, 4-year Florida University Plan, Fund accounts (3) for 3 dependent children
$50,001 - $100,000
None (or less than $201)
3
U.S. credit union (cash)
$1,001 - $15,000
None (or less than $201)
4
EE Patriot Bonds
$15,001 - $50,000
None (or less than $201)
5
U.S. / Puerto Rico credit union (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
USAA Life Insurance Company IRAs (inherited)
Sale
02/24/2021
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
United Wholesale Mortgage
$500,001 - $1,000,000
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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