Financial Disclosure Details - OGE Form 278t (12/09/2021)

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
Nothing reported in this section

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
Nothing reported in this section

Transactions

#
Description
Type
Date
Amount
1
BlackRock Special Credit Opportunities ASP Fund
Sale
11/15/2021
$1,001 - $15,000
2
Carlyle Energy Mezzanine ASP Fund
Sale
11/15/2021
$15,001 - $50,000
3
Credit Suisse Floating Rate High Income Fund Institutional Class Shares (CSHIX)
Purchase
11/01/2021
$1,001 - $15,000
4
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
Purchase
11/01/2021
$1,001 - $15,000
5
Nuveen Short Duration High Yield Municipal Bond Fund Class I Shares (NVHIX)
Purchase
11/01/2021
$1,001 - $15,000
6
Listed Funds Horizon Kinetics Inflation Beneficiaries
Purchase
11/04/2021
$50,001 - $100,000
7
Baron Opportunity Fund Institutional Class Shares (BIOIX)
Purchase
11/24/2021
$15,001 - $50,000
8
PUT SPDR S&P 500 ETF Trust (SPY)
11/12/2021
$1,001 - $15,000
9
Adobe, Inc. (ADBE)
Purchase
11/12/2021
$100,001 - $250,000
10
Advanced Micro Devices, Inc. (AMD)
Purchase
11/12/2021
$100,001 - $250,000

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
Transactions
8
opened written put position; 100 shares; $275 strike price; 1/21/22 expiration.
Transactions
66
Exchange of Meridian Bancorp Inc. for Independent Bank Corp following merger

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