Financial Disclosure Details - OGE Form 278e (04/29/2021)

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
Roth IRA - Blackrock Global, MDLOX
$1,001 - $15,000
None (or less than $201)
2
IRA - Blackrock Global, MDLOX
$15,001 - $50,000
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
Gibson, Dunn & Crutcher LLP (Law Firm Partnership)
partnership share
2
Roth IRA - Blackrock Global, MDLOX
$1,001 - $15,000
None (or less than $201)
3
Gibson Dunn & Crutcher Retirement Plan
3.1
Vanguard Federal Money Market (VMFXX)
$1,001 - $15,000
None (or less than $201)
3.2
Loomis Sayles Core Bond (NERNX)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Short Term Bond Index (VBSSX)
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard TotalBond Market (VBTSX)
$1,001 - $15,000
None (or less than $201)
3.5
Vanguard Windsor II Admiral Shares (VWNAX)
$1,001 - $15,000
None (or less than $201)
3.6
Vanguard S&P 500 Institutional Index Fund (VINIX)
$1,001 - $15,000
None (or less than $201)
3.7
T Roe Price Blue Chip Grown Fund (TRBCX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Merrill Lynch CMA #1 (cash accounts)
$250,001 - $500,000
None (or less than $201)
2
Merrill Lynch CMA #2 (cash accounts)
$500,001 - $1,000,000
None (or less than $201)
3
M&T Banking Accounts
$50,001 - $100,000
None (or less than $201)
4
Next Gen 529 Plan
4.1
Blackrock Age 12 to 13 Years A, NAABD
$100,001 - $250,000
None (or less than $201)
5
NextGen 529 Plan
5.1
Blackrock Age 17 years A, NAABF
$100,001 - $250,000
None (or less than $201)
6
American General Lifetime GUL3
$250,001 - $500,000
None (or less than $201)
7
American General Lifetime GUL3
$500,001 - $1,000,000
None (or less than $201)
8
AMER FUNDS AMERICAN BALANCED FUND CL F2(AMBFX)
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Columbia Dividend Income Fund Institutional Class Shares (GSFTX)
Purchase
04/14/2020
$1,001 - $15,000
2
JPMorgan Equity Income Fund Class I Shares (HLIEX)
Purchase
04/14/2020
$1,001 - $15,000
3
MFS International Diversification Fund Class I Shares (MDIJX)
Purchase
04/14/2020
$1,001 - $15,000
4
Columbia Small Cap Index Fund Institutional Class Shares (NMSCX)
Purchase
04/14/2020
$1,001 - $15,000
5
Polen Growth Fund Institutional Class Shares (POLIX)
Purchase
04/14/2020
$1,001 - $15,000
6
First Eagle Overseas Fund Class I Shares (SGOIX)
Purchase
04/14/2020
$1,001 - $15,000
7
Columbia Dividend Income Fund Institutional Class Shares (GSFTX)
Purchase
04/15/2020
$1,001 - $15,000
8
JPMorgan Equity Income Fund Class I Shares (HLIEX)
Purchase
04/16/2020
$1,001 - $15,000
9
Polen Growth Fund Institutional Class Shares (POLIX)
Purchase
04/16/2020
$1,001 - $15,000
10
First Eagle Overseas Fund Class I Shares (SGOIX)
Purchase
04/16/2020
$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
6
3
Includes checking/savings accounts of minor children for which I am a signatory.
6
18
Includes accounts of minor children for which I am a signatory.

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