Financial Disclosure Details - OGE Form 278e (04/11/2023)

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
Sole Owner of 20 acres timber farm (dormant) Paoli, IN
$15,001 - $50,000
None (or less than $201)
2
TIAA-CREF University of Kentucky Retirement Plan - CREF Money Market Fund
$1,001 - $15,000
None (or less than $201)
3
1/2 owner of CPH Family Farm, LLC a 220 acre crop and livestock farm
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Lexington, Kentucky
I continue to participate in the defined contribution plan of my former employer - TIAA-CREF University of Kentucky Retirement Plan - CREF Money Market Fund
9/1995

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
Jefferson County Public Schools, Louisville, KY
salary
2
Spouse IRA
2.1
Columbia Balanced Fund CL A
$15,001 - $50,000
None (or less than $201)
3
Spouse Roth Contributory IRA
3.1
Columbia Capital Allocation Conservative Portfolio Class A (ABDAX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$15,001 - $50,000
Interest
$201 - $1,000
2
RiverSource Life Insurance Co, RAVA 5 Advantage Variable Annuity
2.1
VP Managed Volatility Moderate Growth Fund CL 2
$100,001 - $250,000
None (or less than $201)
3
Ameriprise Active Portfolio
3.1
Columbia Adaptive Risk Allocation Fund Institutional Class Shares (CRAZX)
$15,001 - $50,000
$1,001 - $2,500
3.2
Columbia Multi Strategy Alternatives Fund Institutional Class Shares (CLAZX)
$1,001 - $15,000
None (or less than $201)
3.3
iShares TIPS Bond ETF (TIP)
$1,001 - $15,000
None (or less than $201)
3.4
iShares 7-10 Year Treasury Bond ETF (IEF)
$15,001 - $50,000
$201 - $1,000
3.5
Vanguard Mortgage-Backed Securities Index Fund Admiral Class Shares (VMBSX)
$1,001 - $15,000
None (or less than $201)
4
RiverSource Variable Universal Life Insurance #1

Transactions

#
Description
Type
Date
Amount
1
Columbia Balanced Class A
Purchase
12/09/2022
$1,001 - $15,000
2
iShares 7-10 Year Treasury Bond ETF (IEF)
Purchase
01/03/2022
$1,001 - $15,000
3
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
Purchase
02/01/2022
$1,001 - $15,000
4
iShares MSCI EAFE ETF (EFA)
Purchase
02/01/2022
$1,001 - $15,000
5
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Purchase
02/01/2022
$1,001 - $15,000
6
SPDR S&P 500 ETF Trust (SPY)
Purchase
02/01/2022
$1,001 - $15,000
7
iShares 7-10 Year Treasury Bond ETF (IEF)
Purchase
03/01/2022
$1,001 - $15,000
8
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
Sale
01/03/2022
$1,001 - $15,000
9
iShares MSCI EAFE ETF (EFA)
Sale
01/03/2022
$1,001 - $15,000
10
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
Sale
01/03/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
United Wholesale Mortgage
$100,001 - $250,000
2021
10 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2.1
This asset was inadvertently left off of the 2022 Annual OGE 278e Report.
6
3
Fund was renamed
6
3.1
On the 2022 OGE 278e, this fund was inadvertently reported under the RiverSource Life Insurance Co, RAVA 5 Advantage Variable Annuity. It has now been moved under the correct parent asset.
6
3.2
On the 2022 OGE 278e, this fund was inadvertently reported under the RiverSource Life Insurance Co, RAVA 5 Advantage Variable Annuity. It has now been moved under the correct parent asset.
6
4
This insurance policy was inadvertently left off of the 2022 Annual OGE 278e.
6
5
This insurance policy was inadvertently left off of the 2022 Annual OGE 278e.
8
1
Primary residence was refinanced with United Wholesale Mortgage in 2021.

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