Financial Disclosure Details - OGE Form 278e (05/14/2022)

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
Meta Platforms Inc
$15,001 - $50,000
None (or less than $201)
2
Ford Motor Co
$1,001 - $15,000
Dividends
None (or less than $201)
3
DEMAX Delaware Emerging Markets
$1,001 - $15,000
None (or less than $201)
4
Nationwide InvestorDestinations Aggressive Fund Class A Shares (NDAAX)
$15,001 - $50,000
$201 - $1,000
5
Wells Fargo Index Fund Class A Shares (WFILX)
$15,001 - $50,000
$201 - $1,000
6
MRBFX Mfs total return bond
$15,001 - $50,000
$201 - $1,000
7
ASPZX alger spectra fund
$100,001 - $250,000
None (or less than $201)
8
LISFX Lord abbett intermediate
$100,001 - $250,000
$2,501 - $5,000
9
ITM Market vectrs intrmdiate
$100,001 - $250,000
$2,501 - $5,000
10
MEIIX MFS value fd cl i
$100,001 - $250,000
$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
AGDYX AllianceBern High Income Advisor
$15,001 - $50,000
$1,001 - $2,500
2
ACGYX AB income fund adv class
$15,001 - $50,000
$1,001 - $2,500
3
ASPZX alger spectra fund
$15,001 - $50,000
None (or less than $201)
4
MEDIX mfs emerging markets
$15,001 - $50,000
$201 - $1,000
5
MEIIX mfs value fd cl i
$50,001 - $100,000
$201 - $1,000
6
PBDPX PIMCO Investment Grade Corp Bd P
$100,001 - $250,000
$2,501 - $5,000
7
VBR vanguard small cap value
$15,001 - $50,000
$201 - $1,000
8
VBK vanguard small cap
$50,001 - $100,000
None (or less than $201)
9
VO vanguard mid cap etf
$50,001 - $100,000
$201 - $1,000
10
MGC vanguard mega cap etf
$100,001 - $250,000
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Federal Credit Union (cash)
$100,001 - $250,000
Interest
None (or less than $201)
2
US Bank 1 (cash)
$50,001 - $100,000
Interest
None (or less than $201)
3
US Bank 2 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
4
US Bank 3 (cash)
$15,001 - $50,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BlackRock Strategic Municipal Opportunities Fund Institutional Shares (MAMTX)
Purchase
02/04/2021
$1,001 - $15,000
2
IQ 50 Percent Hedged FTSE International ETF (HFXI)
Purchase
02/04/2021
$1,001 - $15,000
3
Invesco National AMT-Free Municipal Bond ETF (PZA)
Purchase
02/04/2021
$1,001 - $15,000
4
Lord Abbett Intermediate Tax Free Fund Class F Shares (LISFX)
Purchase
02/04/2021
$1,001 - $15,000
5
MFS Value Fund Class I Shares (MEIIX)
Purchase
02/04/2021
$1,001 - $15,000
6
Nuveen Short Duration High Yield Municipal Bond Fund Class I Shares (NVHIX)
Purchase
02/04/2021
$1,001 - $15,000
7
SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM)
Purchase
02/04/2021
$1,001 - $15,000
8
VanEck Vectors AMT-Free Intermediate Municipal Index ETF (ITM)
Purchase
02/04/2021
$1,001 - $15,000
9
Vanguard Mega Cap Value Index Fund ETF Shares (MGV)
Purchase
02/04/2021
$15,001 - $50,000
10
Vanguard Mega Cap Index Fund ETF Shares (MGC)
Purchase
02/04/2021
$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
2
1
Facebook Inc became Meta Platforms Inc in 2021
2
3
typo in 2021 report. The symbol is DEMAC (not DEMCX as mistakenly reported in 2021).

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