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
457 Deferred Compensation Plan
$250,001 - $500,000
None (or less than $201)
1.1
Vantagepoint Overseas Equity Index Fund
$15,001 - $50,000
None (or less than $201)
1.2
Vantagepoint Growth
$15,001 - $50,000
None (or less than $201)
1.3
Vantagepoint Growth and Income
$15,001 - $50,000
None (or less than $201)
1.4
Vantagepoint International
$15,001 - $50,000
None (or less than $201)
1.5
Vantagepoint Equity Income Fund
$100,001 - $250,000
None (or less than $201)
2
Roth Conversion IRA
$100,001 - $250,000
Interest Dividends
$1,001 - $2,500
2.1
ConocoPhillips (COP)
$50,001 - $100,000
Dividends
$1,001 - $2,500
2.2
Phillips 66 (PSX)
$15,001 - $50,000
Dividends
$1,001 - $2,500
2.3
American Electric Power (AEP)
$15,001 - $50,000
Dividends
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Oklahoma Municipal League
Oklahoma City, Oklahoma
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
4/1994

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
Business (Photography and Video)
Income - Sole Proprietor
2
Simplified Employee Plan 1
$250,001 - $500,000
Dividends
$5,001 - $15,000
2.1
Boeing Co (BA)
$50,001 - $100,000
Dividends
None (or less than $201)
2.2
Caterpillar Inc.
$50,001 - $100,000
Dividends
$1,001 - $2,500
2.3
Fed REIT (FRT)
$50,001 - $100,000
Dividends
$2,501 - $5,000
2.4
Golar LNG Partners
$1,001 - $15,000
Dividends
None (or less than $201)
2.5
Lockheed Martin Corp (LMT)
$100,001 - $250,000
Dividends
$2,501 - $5,000
2.6
Washington REIT (WRE)
$1,001 - $15,000
Dividends
$201 - $1,000
2.7
United Bankshares, Inc. - Common Stock (UBSI)
$50,001 - $100,000
Dividends
$1,001 - $2,500
3
Cash Management Account
$250,001 - $500,000
Interest
$5,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Arlington VA - Parking Space
$15,001 - $50,000
Rent or Royalties Dividends
$1,001 - $2,500
2
Credit Union Savings Account
$50,001 - $100,000
Interest
$201 - $1,000
3
Checking Account
$1,001 - $15,000
Interest
None (or less than $201)
4
Checking Account 2
$1,001 - $15,000
None (or less than $201)
5
Checking Account 3
$50,001 - $100,000
None (or less than $201)
6
Life Insurance
$15,001 - $50,000
None (or less than $201)
7
Individual Brokerage Account
$100,001 - $250,000
Interest Dividends
$1,001 - $2,500
7.1
Caterpillar Inc (CAT)
$15,001 - $50,000
Dividends
$201 - $1,000
7.2
Intel Corp (INTC)
$15,001 - $50,000
Dividends
$201 - $1,000
7.3
Kinder Morgan Inc (KMI)
$1,001 - $15,000
Non-Dividend Distribution
$439

Transactions

#
Description
Type
Date
Amount
1
Annaly Capital Management, Inc. (NLY)
Purchase
12/01/2021
$1,001 - $15,000
2
Sandy Spring Bancorp, Inc. (SASR)
Purchase
12/01/2021
$1,001 - $15,000
3
Magellan Midstream Partners
Purchase
12/01/2021
$1,001 - $15,000
4
AT&T
Sale
12/01/2021
$1,001 - $15,000
5
Enterprise Products Partners
Purchase
12/01/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

Do you have information about Susan E Daniel that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2024 Biden's Basement. All rights reserved