Financial Disclosure Details - OGE Form 278e (05/07/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Museum of Fine Arts Houston
Houston, Texas
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Promissory Note, Maple Stone, Inc. (wholesale and distributor of natural stone)
$1,000,001 - $5,000,000
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
Maple Stone, Inc. (wholesale and distributor of natural stone)
Over $1,000,000
Management consulting fees
$1,846,900
2
Promissory Note, Maple Stone, Inc. (wholesale and distributor of natural stone)
Over $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Wells Fargo Brokerage Account (1)
1.1
Cash Deposit
$1,001 - $15,000
None (or less than $201)
1.2
Alerian MLP ETF (AMLP)
$15,001 - $50,000
$1,001 - $2,500
1.3
Bank of America Corp. (BAC)
$500,001 - $1,000,000
Interest
$50,001 - $100,000
1.4
Blackstone Mortgage Trust, Inc. (BXMT)
$50,001 - $100,000
Dividends
$5,001 - $15,000
1.5
Citigroup, Inc. (C)
$1,000,001 - $5,000,000
Dividends
$15,001 - $50,000
1.6
Ford Motor Co. (F)
$100,001 - $250,000
Interest
$5,001 - $15,000
1.7
Magellan Midstream Partners, LP (MMP)
$100,001 - $250,000
Dividends
$5,001 - $15,000
1.8
Morgan Stanley & Co (MS)
$100,001 - $250,000
Interest
$5,001 - $15,000
1.9
UBS Group AG (UBS)
$100,001 - $250,000
Capital Gains Dividends
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
International Business Machines Corp. (IBM)
Sale
01/11/2022
$50,001 - $100,000
2
JPMorgan (JPM)
Sale
01/13/2022
$50,001 - $100,000
3
Apple, Inc. (AAPL)
Sale
01/13/2022
$15,001 - $50,000
4
ATT
Sale
02/15/2022
$1,001 - $15,000
5
Intel Corp. (INTC)
Sale
03/02/2022
$50,001 - $100,000
6
Call Moderna (MRNA)
Sale
12/01/2021
$1,001 - $15,000
7
Verizon Communications, Inc. (VZ)
Sale
12/28/2021
$100,001 - $250,000
8
Banco Santander (SAN)
Purchase
12/28/2021
$50,001 - $100,000
9
Apple, Inc. (AAPL)
Sale
12/29/2021
$15,001 - $50,000
10
Citigroup, Inc. (C)
Purchase
12/29/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Brokerage Account (3)
$50,001 - $100,000
2021
Revolving
2
Visa
$50,001 - $100,000
2021
Revolving
3
American Express
$15,001 - $50,000
2021
Revolving
4
Wells Fargo Brokerage Account (2)
$500,001 - $1,000,000
2021
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Income figure is aggregate for 2019 and 2020
6
4.8
Income includes nondividend distributions
6
5.5
Income includes partnership distributions.
6
5.9
Income includes partnership distributions.
6
16
Warehouse project

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