Financial Disclosure Details - OGE Form 278e (04/24/2023)

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
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
1
Societe Generale Savings and Investment/Retirement Plan
$15,001 - $50,000
None (or less than $201)
1.1
T. Rowe Price Retirement 2020 Tr-B
$15,001 - $50,000
None (or less than $201)
1.2
Putnam Stable Value Fund
None (or less than $1,001)
None (or less than $201)
2
Fidelity
$100,001 - $250,000
None (or less than $201)
2.1
SPAXX
$15,001 - $50,000
None (or less than $201)
2.2
Champlain MD CP Core
$50,001 - $100,000
None (or less than $201)
2.3
VG IS TOT BD MKT IDX
$15,001 - $50,000
None (or less than $201)
2.4
PIMCO DIVRSD RL AST
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Flint LLC, Real estate, Milwaukee, WI
$1,001 - $15,000
Rent or Royalties
$5,001 - $15,000
2
3.7 Acres, Munica, MI
$1,001 - $15,000
Rent or Royalties
$201 - $1,000
3
DSBL LLC, real estate, Milwaukee, WI
$50,001 - $100,000
Rent or Royalties
$201 - $1,000
4
Hampton 4800 LLC, real estate, Milwaukee, WI Sale
$100,001 - $250,000
Sale of building.
$140,000
5
8111 North 87th St LLC, real estate
$50,001 - $100,000
Rent or Royalties
$2,501 - $5,000
6
Wells Fargo Bank Brokerage
$15,001 - $50,000
None (or less than $201)
6.1
Capital World Growth & Income Fd Inc Mutual Fund
$1,001 - $15,000
None (or less than $201)
6.2
Phenixfin Corp 6.125% PFD
$1,001 - $15,000
None (or less than $201)
6.3
Goldman Sachs BK USA CD
$15,001 - $50,000
Interest
$201 - $1,000
6.4
U.S. Bank N.A
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
TDC Lisbon Holdings LLC
Purchase
10/06/2022
$15,001 - $50,000
2
United States Treasury Notes
Purchase
09/02/2022
$15,001 - $50,000
3
Sallie Mae BK Salt Lake City UT CD
Purchase
06/30/2022
$15,001 - $50,000
4
Goldman Sachs BK USA CD
Purchase
05/20/2022
$15,001 - $50,000
5
Goldman Sachs BK USA CD
Purchase
05/20/2022
$15,001 - $50,000
6
Hewlett-Packard Enterprise Co. (HPE) Stock
Purchase
05/19/2022
$1,001 - $15,000
7
UBS BK USA SAlt Lake City UT
Purchase
04/25/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Flagstar Bank
$100,001 - $250,000
2012
15

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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