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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