Financial Disclosure Details - OGE Form 278e (03/21/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Richmond, Virginia
Trustee
Present

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
1
Cash account #1 (U.S. bank)
$100,001 - $250,000
Interest
$201 - $1,000
2
Cash account #2 (U.S. bank)
$15,001 - $50,000
None (or less than $201)
3
Stock Account
3.1
American Express (AXP)
$1,001 - $15,000
None (or less than $201)
3.2
Corning Inc (GLW)
$1,001 - $15,000
None (or less than $201)
3.3
H&R Block Inc. (HRB)
$1,001 - $15,000
None (or less than $201)
3.4
International Paper Co (IP)
$1,001 - $15,000
None (or less than $201)
3.5
Louisiana Pacific Corp. (LPX)
$1,001 - $15,000
None (or less than $201)
3.6
Invesco FTSE RAFI US 1000 ETF (PRF)
$1,001 - $15,000
None (or less than $201)
3.7
Prudential Financial Inc. (PRU)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
JP Morgan Chase & Co (JPM)
Sale
06/06/2021
$15,001 - $50,000
2
Thermo Fisher Scientific, Inc. (TMO)
Sale
06/06/2021
$15,001 - $50,000
3
Invesco QQQ Trust, Series 1 (QQQ)
Sale
06/06/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Bank
$100,001 - $250,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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