Financial Disclosure Details - OGE Form 278e (02/02/2024)

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
CVX - Chevron Corporation
$100,001 - $250,000
Dividends
$2,501 - $5,000
2
C - Citigroup Inc.
$15,001 - $50,000
Dividends
$1,001 - $2,500
3
JPM - J.P. Morgan Chase
$100,001 - $250,000
Dividends
$5,001 - $15,000
4
PG - The Proctor & Gamble Company
$15,001 - $50,000
Dividends
$201 - $1,000
5
USB - U.S. Bancorp
$50,001 - $100,000
Dividends
$2,501 - $5,000
6
VZ - Verizon Communications
$15,001 - $50,000
Dividends
$1,001 - $2,500
7
HIBIX, VIRTUS NEWFLEET LOW I
$100,001 - $250,000
$5,001 - $15,000
8
PIFZX, PGIM SHORT-TERM CORP Z
$100,001 - $250,000
$5,001 - $15,000
9
PTSHX, PIMCO SHORT TERM FD INST
$250,001 - $500,000
$5,001 - $15,000
10
MSFT, MICROSOFT CORP
$100,001 - $250,000
Dividends
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
BNSF Railway Company
Fort Worth, Texas
I will continue to participate in this defined benefit plan.
8/2011

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
IRA
1.1
U.S. bank account (cash)
$15,001 - $50,000
Interest
$1,001 - $2,500
1.2
PJC - Piper Jaffray Cos Inc
$1,001 - $15,000
None (or less than $201)
1.3
USB - US Bancorp New
$50,001 - $100,000
Dividends
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank account (cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
2
US brokerage account (cash)
$250,001 - $500,000
Interest
$1,001 - $2,500
3
Scobie Lake LLC: residential property, Connelsville, Missouri
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Chevron Corp. (CVX)
Purchase
02/07/2023
$1,001 - $15,000
2
PIMCO Short-Term Fund Institutional Class Shares (PTSHX)
Sale
04/17/2023
$1,001 - $15,000
3
PGIM Short-Term Corporate Bond Fund Class Z Shares (PIFZX)
Sale
04/17/2023
$1,001 - $15,000
4
Virtus Newfleet Low Duration Core Plus Bond Fund Class I Shares (HIBIX)
Sale
04/17/2023
$1,001 - $15,000
5
Walmart, Inc. (WMT)
Sale
06/08/2023
$1,001 - $15,000
6
Walmart, Inc. (WMT)
Sale
07/08/2023
$1,001 - $15,000
7
NIKE, Inc. (NKE)
Purchase
07/14/2023
$1,001 - $15,000
8
Apple, Inc. (AAPL)
Purchase
07/14/2023
$1,001 - $15,000
9
Clorox Co (CLX)
Sale
07/15/2023
$1,001 - $15,000
10
Aflac, Inc. (AFL)
Sale
09/05/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Mortgage Company
$250,001 - $500,000
2021
5 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
57
This was spun off from AT&T in April, 2022.
2
61
Spun off from existing GE shares
2
62
Asset inadvertently omitted from 2022 annual financial disclosure report. No conflict issue.

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