Financial Disclosure Details - OGE Form 278e (05/10/2022)

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
Played clarinet/saxophone at performances.
None (or less than $1,001)
Cash.
$600

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
City of San Diego, retirement plan
$100,001 - $250,000
Annuity payment.
$1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate (rental unit on primary residence property-Tucson, AZ)
$50,001 - $100,000
Rent or Royalties
$2,501 - $5,000
2
IRA-Lincoln (Fixed Annuity)
$100,001 - $250,000
None (or less than $201)
3
IRA-Lincoln (Fixed Annuity)
$250,001 - $500,000
None (or less than $201)
4
Tesla Motors, Inc. - Common Stock
$1,001 - $15,000
Capital Gains
$1,001 - $2,500
5
Pacific Life-Choice
$50,001 - $100,000
None (or less than $201)
6
RBC Fund
$100,001 - $250,000
None (or less than $201)
7
Money Market-RBC
$1,001 - $15,000
Interest
$201 - $1,000
8
Checking Account
$1,001 - $15,000
None (or less than $201)
9
Savings Account
$15,001 - $50,000
None (or less than $201)
10
Checking Account-2
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
USBank Mortgage
$250,001 - $500,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Started receiving payments in October, 2018 of $1000/month.
8
1
Re-financed mortgage, now with USBank.

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