Financial Disclosure Details - OGE Form 278e (05/15/2022)

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
SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000
None (or less than $201)
2
Invesco QQQ Trust, Series 1 ETF (QQQ)
$15,001 - $50,000
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
1
PJPA, LLC (Restaurant Franchise Management Company)
Salary
2
Bengur Bryan & Co Inc. (investment banking)
Consulting Fees for providing consulting services to Bengur Bryan clients.
3
IRA #1
3.1
Chubb Ltd. (Insurance Company) (CB)
$1,001 - $15,000
None (or less than $201)
3.2
The Coca-Cola Company (KO)
$1,001 - $15,000
None (or less than $201)
3.3
Diageo plc (ADR) (DEO)
$1,001 - $15,000
None (or less than $201)
3.4
Lockheed Martin Corporation (LMT)
$1,001 - $15,000
None (or less than $201)
3.5
Thermo Fisher Scientific (TMO)
$1,001 - $15,000
None (or less than $201)
3.6
Walt Disney Co (DIS)
$1,001 - $15,000
None (or less than $201)
3.7
Yum! Brands Inc (YUM)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank account #2 (cash)
$50,001 - $100,000
None (or less than $201)
3
Maryland Prepaid College Trust (MPCT), University Plan - 4 Years
$15,001 - $50,000
None (or less than $201)
4
U.S. brokerage account #1
4.1
Fortune Brands Home & Security Inc (FBHS)
$1,001 - $15,000
None (or less than $201)
4.2
Abbot Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
4.3
Abbvie Inc (ABBV)
$1,001 - $15,000
Dividends
$201 - $1,000
4.4
Johnson & Johnson (JNJ)
$1,001 - $15,000
None (or less than $201)
4.5
Lockheed Martin (LMT)
$1,001 - $15,000
Dividends
$201 - $1,000
4.6
Microsoft Corp (MSFT)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Estee Lauder Companies, Inc. (EL)
Sale
04/29/2021
$1,001 - $15,000
2
Adobe, Inc. (ADBE)
Sale
04/29/2021
$1,001 - $15,000
3
American Tower Corporation (REIT) (AMT)
Purchase
04/29/2021
$1,001 - $15,000
4
Lockheed Martin Corp. (LMT)
Purchase
04/29/2021
$1,001 - $15,000
5
NIKE, Inc. (NKE)
Sale
04/29/2021
$1,001 - $15,000
6
SPDR EURO STOXX 50 ETF (FEZ)
Purchase
04/29/2021
$1,001 - $15,000
7
ServiceNow, Inc. (NOW)
Sale
04/29/2021
$1,001 - $15,000
8
Intel Corp. (INTC)
Purchase
04/29/2021
$1,001 - $15,000
9
The Walt Disney Co. (DIS)
Purchase
04/29/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Conduent Education Services
$15,001 - $50,000
2005
No Term. Fixed monthly payments
2
First Home Mortgage
$250,001 - $500,000
2016
30 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Filer's spouse ceased working for PJPA, LLC in March 2021.
5
5
Filer's spouse holds 1/3 interest in this business.

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