Financial Disclosure Details - OGE Form 278e (07/11/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chicago, Illinois
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
cash distribution
$32,000
1.1
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)
1.2
BLACKROCK MULTI ASSET INCOME INSTL (BIICX)
$50,001 - $100,000
None (or less than $201)
1.3
EATON VANCE FLOATING RATE ADVNTG CL I (EIFAX)
$15,001 - $50,000
None (or less than $201)
1.4
Franklin Convertible Securities Fund Advisor Class Shares (FCSZX)
$15,001 - $50,000
None (or less than $201)
1.5
GUGGENHEIM TOTAL RETURN BOND INSTL CL (GIBIX)
$50,001 - $100,000
None (or less than $201)
1.6
PIMCO INCOME CL I2 (PONPX)
$100,001 - $250,000
None (or less than $201)
1.7
ATLASSIAN CORP PLC CL A (TEAM)
$1,001 - $15,000
None (or less than $201)
1.8
ACCENTURE PLC IRELAND CL A NEW (ACN)
$1,001 - $15,000
None (or less than $201)
1.9
CRISPR THERAEUTICS AG (CRSP)
$1,001 - $15,000
None (or less than $201)

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
U.S. bank account #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. credit union (cash)
$1,001 - $15,000
None (or less than $201)
3
State Farm Life Insurance Company, whole life
$15,001 - $50,000
Dividends
$201 - $1,000
4
Rental Property-Winston-Salem, NC
None (or less than $1,001)
Rent or Royalties Capital Gains
$100,001 - $1,000,000
5
Brokerage account
5.1
BLKRCK MULTI ASSET INCOME (BIICX)
$1,001 - $15,000
$201 - $1,000
5.2
PIMCO INCOME CLI2 (PONPX)
$15,001 - $50,000
$1,001 - $2,500
5.3
AMAZON.COM (AMZN)
$1,001 - $15,000
None (or less than $201)
5.4
AMERICAN TOWER CORP (AMT)
$1,001 - $15,000
None (or less than $201)
5.5
APPLE INC. (AAPL)
$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
Hilton Resorts Corporation
$100,001 - $250,000
2014
15 Years
2
NewRez Servicing
$250,001 - $500,000
2017
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
4
Property reported sold on 12/2020.
8
1
Mortgage is associated with a timeshare property that was not rented out during the reporting period. The asset does not appear in Part 6

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