Financial Disclosure Details - OGE Form 278e (05/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Santa Fe, New Mexico
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
Accenture Plc (ACN)
$1,001 - $15,000
None (or less than $201)
1.2
ADYEN ADR (ADYEY)
$1,001 - $15,000
None (or less than $201)
1.3
AIA Group (AAGIY)
$1,001 - $15,000
None (or less than $201)
1.4
Alcon (ALC)
$1,001 - $15,000
None (or less than $201)
1.5
Amadeus IT (AMADY)
$1,001 - $15,000
None (or less than $201)
1.6
AON PLC (AON)
$1,001 - $15,000
None (or less than $201)
1.7
ASML Holdings (ASML)
$1,001 - $15,000
None (or less than $201)
1.8
Atlas Copco (ATLKY)
$1,001 - $15,000
None (or less than $201)
1.9
Canadian Pacific (CP)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Santa Fe, New Mexico
I will continue to participate in New Mexico PERA defined benefit plan. New Mexico did not make further contributions after my separation in December 1998.
2/1983
2
Santa Fe, New Mexico
I will continue to participate in State of New Mexico PERA Smart Save deferred compensation plan. I have taken no distributions. No contributions have been made since my separation in December 1998.
6/2003

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
cash distributions
$23,746
1.1
American SMALLCAP World Fund, Inc Class A Shares (SMCWX)
$50,001 - $100,000
None (or less than $201)
1.2
American Funds Developing World Growth and Income Fund Class A Shares (DWGAX)
$50,001 - $100,000
None (or less than $201)
1.3
American Funds EuroPacific Growth Fund Class A Shares (AEPGX)
$15,001 - $50,000
None (or less than $201)
1.4
American Funds New Perspective Fund Class A Shares (ANWPX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Northwestern Mutual Whole Life
$50,001 - $100,000
None (or less than $201)
2
Brokerage Account (Trust)
2.1
CalvertGlobal Water Fund Class A Shares (CFWAX)
$50,001 - $100,000
$201 - $1,000
2.2
Capital Income Builder Class A Shares (CAIBX)
$50,001 - $100,000
$1,001 - $2,500
2.3
U.S. brokerage account (cash)
None (or less than $1,001)
None (or less than $201)
2.4
Franklin High Yield Tax-Free Income Fund Class A1 Shares (FRHIX)
$1,001 - $15,000
None (or less than $201)
2.5
American Funds - New Perspective Fund Class A Shares (ANWPX)
$100,001 - $250,000
$5,001 - $15,000
2.6
American Funds - New World Fund, Inc Class A Shares (NEWFX)
$250,001 - $500,000
$2,501 - $5,000
2.7
PGIM Jennison Natural Resources Fund Class A Shares (PGNAX)
$50,001 - $100,000
$1,001 - $2,500
2.8
Growth Fund of America Class A Shares (AGTHX)
$100,001 - $250,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Novo Nordisk (NVO)
Purchase
01/06/2022
$1,001 - $15,000
2
Evolution ADR (EVVTY)
Purchase
01/13/2022
$1,001 - $15,000
3
Evolution ADR (EVVTY)
Purchase
01/19/2022
$1,001 - $15,000
4
Li Ning Co ADR (LNNGY)
Purchase
01/19/2022
$1,001 - $15,000
5
Wuxi Biologics Cayman ADR (WXXWY)
Sale
01/19/2022
$1,001 - $15,000
6
ASML Holding (ASML)
Sale
01/28/2022
$1,001 - $15,000
7
Taiwan Semiconductor MFG (TSM)
Sale
01/28/2022
$1,001 - $15,000
8
Atlas Copco (ATLKY)
Sale
02/28/2022
$1,001 - $15,000
9
DSV A/S (DSDVY)
Sale
03/07/2022
$1,001 - $15,000
10
Taiwan Semiconducutor MFG (TSM)
Sale
03/07/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Suntrust
$250,001 - $500,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1.22
All shares sold.
2
1.25
All shares sold.
2
1.26
All shares sold.
2
1.33
All shares sold.
6
4.2
all shares sold
6
8
Total held at single institution (2 accounts and one sub-account).
7
5
This sale was canceled on 20 Jan 2022.

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