Financial Disclosure Details - OGE Form 278e (05/21/2021)

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
IRA (cash)
$1,001 - $15,000
None (or less than $201)
2
State of Tennesee 401(k)
$1,001 - $15,000
None (or less than $201)
2.1
Fidelity Contrafund
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Nashville, Tennessee
Defined contribution plan. Eligible at age 59.5. I will continue to participate in this defined contribution plan. State of Tennessee has made no contributions since my departure.
4/1999

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
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
1.2
Alphabet, Inc. (GOOGL)
$15,001 - $50,000
None (or less than $201)
1.3
Microsoft Corp. (MSFT)
$1,001 - $15,000
None (or less than $201)
2
LifeCents
salary
3
SourceAmerica
Salary
4
draftkings inc
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Stock - General Electric
None (or less than $1,001)
None (or less than $201)
2
Janus Investers Overseas Fund B mutual fund
$1,001 - $15,000
None (or less than $201)
3
Family Trust - beneficiary
3.1
Conestoga International LLC insurance contract
$15,001 - $50,000
None (or less than $201)
3.2
Conestoga International LLC insurance contract
$15,001 - $50,000
None (or less than $201)
3.3
AT&T
$1,001 - $15,000
None (or less than $201)
3.4
Alphabet, Inc. (GOOGL)
$15,001 - $50,000
None (or less than $201)
3.5
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
3.6
American Electric Power Co., Inc. (AEP)
$1,001 - $15,000
None (or less than $201)
3.7
Berkshire Hathaway Inc. (BRKB)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Alphabet Inc. (GOOGL)
Purchase
03/16/2020
$1,001 - $15,000
2
crane co
Sale
03/05/2020
$1,001 - $15,000
3
Microsoft Corporation - Common Stock (MSFT)
Purchase
03/13/2020
$1,001 - $15,000
4
SNVXX
Sale
02/24/2020
$1,001 - $15,000
5
crane co
Purchase
07/09/2019
$1,001 - $15,000
6
Amazon.com, Inc. - Common Stock (AMZN)
Purchase
03/13/2020
$1,001 - $15,000
7
Chevron Corp (CVX)
Purchase
03/13/2020
$1,001 - $15,000
8
cvs health corp
Purchase
03/13/2020
$1,001 - $15,000
9
NXP Semiconductors N.V. - Common Stock (NXPI)
Purchase
03/13/2020
$1,001 - $15,000
10
PACCAR Inc (PCAR)
Purchase
03/13/2020
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Granite State Management
$15,001 - $50,000
1997
13 yrs
2
Mr Cooper
$250,001 - $500,000
2019
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
2
Spouse worked here until 3/20
6
3.1
Life settlements held in her parents' trust for which filer is the secondary beneficiary.
6
3.2
Life settlement held in her parents' trust for which filer is the secondary beneficiary.

Do you have information about Valeria Rae Oliver Davis 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 .

© 2023 Biden's Basement. All rights reserved