Financial Disclosure Details - OGE Form 278e (06/29/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Madison, Wisconsin
Secretary- Designee
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Wisconsin Department of Health Services
Salary
$13,219
2
IRA
2.1
AIG Government Money Market Fund - Class A (SMAXX)
$1,001 - $15,000
None (or less than $201)
3
Volunteers of America, 403(b) plan
3.1
American Funds EuroPacific Growth Fund - Class R6 (RERGX)
$1,001 - $15,000
None (or less than $201)
3.2
BNY Mellon Midcap Index Fund - Investor Class (PESPX)
$1,001 - $15,000
None (or less than $201)
3.3
ClearBridge Large Cap Growth Fund - Institutional Shares (LSITX)
$1,001 - $15,000
None (or less than $201)
3.4
Delaware Value Fund - Institutional Shares (DDVIX)
$1,001 - $15,000
None (or less than $201)
3.5
American Funds American Balanced Fund - Class R6 (RLBGX)
$1,001 - $15,000
None (or less than $201)
4
City of Phoenix, 457(b) plan

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Phoenix, Arizona
I retain this retirement plan. The plan sponsor has not made any contributions since my separation.
6/1997
2
Alexandria, Virginia
I retain this retirement plan. The plan sponsor has not made any contributions since my separation.
10/1998
3
Madison, Wisconsin
I retain this retirement plan. The plan sponsor has not made any contributions since my separation.
1/2019

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
IRA #1
1.1
Vanguard 500 Index Fund ETF (VOO)
$15,001 - $50,000
None (or less than $201)
1.2
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
None (or less than $201)
2
IRA #2
2.1
Vanguard 500 Index Fund ETF (VOO)
$50,001 - $100,000
None (or less than $201)
2.2
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)
3
Consulting business (self-employed), sole proprietorship (policy development advice to non-government organizations)
None (or less than $1,001)
Consulting Fees

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$250,001 - $500,000
Interest
$201 - $1,000
2
CMFG Life Insurance Company, flexible premium variable universal life insurance policy (hybrid product)
2.1
Ultra Series Fund - Large Cap Value Fund
$15,001 - $50,000
None (or less than $201)
2.2
Ultra Series Fund - Mid Cap Fund
$15,001 - $50,000
None (or less than $201)
2.3
T. Rowe Price International Stock Fund
$1,001 - $15,000
None (or less than $201)
3
U.S. brokerage account #1
3.1
SPDR S&P 500 ETF Trust (SPY)
Over $1,000,000
$15,001 - $50,000
3.2
Vanguard 500 Index Fund ETF (VOO)
Over $1,000,000
$5,001 - $15,000
3.3
U.S. brokerage money market account (cash)
Over $1,000,000
Interest
$1,001 - $2,500
4
U.S. brokerage account #2

Transactions

#
Description
Type
Date
Amount
1
Goldman Sachs Capital Growth Fund - Institutional Share Class (GSPIX)
Sale
06/29/2021
$1,001 - $15,000
2
Hyster-Yale Materials Handling, Inc. - Class B common stock (material handling equipment company)
Sale
11/17/2021
$1,001 - $15,000
3
3M Co. (MMM)
Sale
06/29/2021
$1,001 - $15,000
4
Anglo American Platinum Limited (AGPPF)
Sale
06/29/2021
$1,001 - $15,000
5
Amazon.com, Inc. (AMZN)
Sale
06/29/2021
$1,001 - $15,000
6
American Express Co. (AXP)
Sale
06/29/2021
$1,001 - $15,000
7
Anglo American, PLC
Sale
06/29/2021
$1,001 - $15,000
8
Amcor, PLC (AMCR)
Sale
06/29/2021
$1,001 - $15,000
9
AngloGold Ashanti Limited (AULGF)
Sale
06/29/2021
$1,001 - $15,000
10
Apple, Inc. (AAPL)
Sale
06/29/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3
My spouse is not continuing this consulting business.
6
4.16
On October 28, 2021, Facebook, Inc., changed its corporate name to Meta Platforms, Inc.
7
20
On October 28, 2021, Facebook, Inc., changed its corporate name to Meta Platforms, Inc.
7
46
The amount of the transaction was not more than $1,000.
7
47
The amount of the transaction was not more than $1,000.
7
48
The amount of the transaction was not more than $1,000.
7
49
The amount of the transaction was not more than $1,000.
7
50
The amount of the transaction was not more than $1,000.
7
51
The amount of the transaction was not more than $1,000.
7
52
The amount of the transaction was not more than $1,000.

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