Estimated Net Worth
- $242 K - $1.6 M
Salary
- Unknown
Records
- OGE Form 278e (05/24/2022)
- OGE Form 278e (06/30/2021)
- OGE Form 278t (03/22/2021)
- OGE Form 278e (06/29/2020)
- OGE Form 278t (06/29/2020)
- OGE Form 278e (07/02/2019)
- OGE Form 278t (07/02/2019)
- OGE Form 278t (12/18/2018)
- OGE Form 278e (06/13/2018)
- OGE Form 278t (01/30/2018)
- OGE Form 278t (09/11/2017)
- OGE Form 278e (07/12/2017)
Financial Disclosure Details - OGE Form 278e (05/24/2022)
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 | BNY Mellon (formerly Dreyfus) S&P 500 Index Fd | $50,001 - $100,000 | $5,001 - $15,000 | |
2 | T.Row Price Blue Chip Grth FD PABGX | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Thornberg Int'l Value Fd Class A TGVAX | $1,001 - $15,000 | $1,001 - $2,500 | |
4 | Harding Loevner Emerging Markets Value Fds. HLEMX | $1,001 - $15,000 | $201 - $1,000 | |
5 | JP Morgan Large Cap Growth (SEEGX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Templeton Global Bond Fund (TPINX) | $1,001 - $15,000 | $201 - $1,000 | |
7 | Western Asset Core Plus Bond Fd (WACPX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Shell International Fin Bond | $1,001 - $15,000 | Interest | $201 - $1,000 |
9 | General Mills (GIS) | $1,001 - $15,000 | None (or less than $201) | |
10 | Invesco S&P 500 Eq. Weight Fd. RSP | $1,001 - $15,000 | $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 |
|---|---|---|---|---|
1 | Delaware Sm Cap Value Fund (DEVLX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2 | Invesco S&P 500 Eq. Weight Fd. RSP (Formerly Guggenheim | $15,001 - $50,000 | $2,501 - $5,000 | |
3 | MFS Intl New Disc A FD (MIDAX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Ishares Russel 2000 Val IWN | $1,001 - $15,000 | $201 - $1,000 | |
5 | Johnson & Johnson Note | $1,001 - $15,000 | Interest | $201 - $1,000 |
6 | Schwab Adv Cash Reserve SWQXX | $1,001 - $15,000 | Interest | None (or less than $201) |
7 | Amazon Corp Stock AMZN | $15,001 - $50,000 | Capital Gains | $2,501 - $5,000 |
8 | Alphabet Inc, Class C shares (GOOG) | $15,001 - $50,000 | Capital Gains | $1,001 - $2,500 |
9 | Apple Inc. Stock APPL | $15,001 - $50,000 | Dividends Capital Gains | $1,001 - $2,500 |
10 | Bershire Hathaway Stock BRKB | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Joseph Oglander Family Trust | $50,001 - $100,000 | 2014 | 10 years |
2 | Joseph M. Oglander Family Trust | $50,001 - $100,000 | 2018 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Dreyfus S&P 500 index fund changed name to BNY Mellon S&P 500 Index fund |
5 | 1 | I am not sure how or when it happened, but last year, the incorrect box for asset value was checked. Husband has had less than $15,000 of this asset for at least three years. |
5 | 2 | Name change. Formerly Guggenheim Equal Weight Fund |
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