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1/2018, Beard, Susan F): Interest in WPP Investments Was Sold in 12/2016 Annual Report 2018 | U.S. Office of Government Ethics; 5 C.F.R. part 2634 | Form Approved: OMB No. (3209-0001) (January 2018) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Perry, James Richard Secretary, Department of Energy Report Year: 2018 Other Federal Government Positions Held During the Preceding 12 Months: None Electronic Signature - I certify that the statements I have made in this form are true, complete and correct to the best of my knowledge. /s/ Perry, James Richard [electronically signed on 05/15/2018 by Perry, James Richard in Integrity.gov] Agency Ethics Official's Opinion - On the basis of information contained in this report, I conclude that the filer is in compliance with applicable laws and regulations (subject to any comments below). /s/ Beard, Susan F, Certifying Official [electronically signed on 05/16/2018 by Beard, Susan F in Integrity.gov] Other review conducted by /s/ Beard, Susan F, Ethics Official [electronically signed on 05/16/2018 by Beard, Susan F in Integrity.gov] U.S. Office of Government Ethics Certification Perry, James Richard - Page 1 /s/ Christopher, Dale, Certifying Official [electronically signed on 06/12/2018 by Christopher, Dale in Integrity.gov] Data Revised 06/04/2018 Comments of Reviewing Officials (public annotations): PART # REFERENCE COMMENT N/A N/A General (05/11/2018, Beard, Susan F): Interest in WPP Investments was sold in 12/2016 Perry, James Richard - Page 2 1. Filer's Positions Held Outside United States Government # ORGANIZATION NAME CITY, STATE ORGANIZATION POSITION HELD FROM TO TYPE 1 ARP Holdings See Endnote Austin, Texas Corporation Manager 2/2015 5/2018 2. Filer's Employment Assets & Income and Retirement Accounts # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 1 Employees Retirement System of Texas - N/A gross monthly $8,940 defined benefit plan (value not readily retirement ascertainable) payments 2 "Fed Up! Our Fight to Save America From See Endnote N/A Washington," Little, Brown & Co./Hachette Book Group (value not readily ascertainable) 3 "On My Honor: Why the American Values of See Endnote N/A the Boy Scouts are Worth Fighting For," Stroud & Hall (value not readily ascertainable) 4 Energy Transfer Partners LP - unvested N/A None (or less payout of $191,869 restricted stock than $1,001) nonemployee compensation 5 Sunoco Logistics Partners, LP - unvested N/A None (or less payout of $153,728 restricted stock than $1,001) nonemployee compensation 6 SEP IRA 6.1 Raymond James Bank Deposit Program $50,001 - $201 - $1,000 $100,000 Perry, James Richard - Page 3 3. Filer's Employment Agreements and Arrangements # EMPLOYER OR PARTY CITY, STATE STATUS AND TERMS DATE 1 State of Texas Austin, Texas I will continue to receive monthly payments from the 1/1985 Employees Retirement System of Texas, a defined benefit pension plan. I will also continue to receive health insurance as a result of my former employment with the State of Texas. 2 AFTRA Retirement Fund See Endnote New York, New unvested interest that is valued at an amount that is 8/2016 York less than the reporting threshold on Part 2 of this form. 4. Filer's Sources of Compensation Exceeding $5,000 in a Year (N/A) - Not required for this type of report 5. Spouse's Employment Assets & Income and Retirement Accounts # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 1 SEP Plan 1.1 AT&T Inc - common stock N/A $1,001 - $15,000 Dividends $201 - $1,000 1.2 Splunk Inc. - common stock N/A $15,001 - None (or less $50,000 than $201) 1.3 Verizon Communications Inc - common N/A $1,001 - $15,000 Dividends $201 - $1,000 stock 1.4 Raymond James Bank Deposit Program $50,001 - Interest $201 - $1,000 $100,000 Perry, James Richard - Page 4 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 1.5 Microsoft Corporation - Common Stock None (or less Capital Gains $5,001 - $15,000 than $1,001) 1.6 Energy Transfer Equity None (or less Capital Gains $2,501 - $5,000 than $1,001) 1.7 Enterprise Products None (or less Capital Gains $1,001 - $2,500 than $1,001) 1.8 Sunoco Logistics None (or less Capital Gains $2,501 - $5,000 than $1,001) 2 Board Member for Celltex Board of Director Fees 3 Baylor Scott & White Health Board of expenses only Trustees 4 NiniCo LLP General Partner 4.1 Bank Account at US Bank #1 $50,001 - None (or less $100,000 than $201) 6. Other Assets and Income # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 1 San Antonio, TX Residential Rental Property N/A $100,001 - Rent or $5,001 - $15,000 $250,000 Royalties 2 Checking account USAA N/A $15,001 - None (or less $50,000 than $201) 3 Alex Brown Joint Account $250,001 - Dividends $201 - $1,000 $500,000 Interest 3.1 Pacific Life IUL 1 yr High cap indexed acct $250,001 - Dividends None (or less $500,000 than $201) Perry, James Richard - Page 5 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 3.2 SPDR Gold Shares $50,001 - None (or less $100,000 than $201) 3.3 Raymond James Bank Deposit Program $250,001 - Interest $201 - $1,000 $500,000 4 Fairmount Santrol None (or less Capital Gains $2,501 - $5,000 than $1,001) 5 Grey Rock Energy Fund, LP None (or less Capital Gains $15,001 - than $1,001) $50,000 6 Bank account at US Bank #1 $1,001 - $15,000 None (or less than $201) 7. Transactions # DESCRIPTION TYPE DATE AMOUNT 1 Grey Rock Energy Fund, LP Sale 6/1/2017 $100,001 - $250,000 2 Grey Rock Energy Fund II-B Holdings, L.P. Sale 6/1/2017 $100,001 - $250,000 3 Tesla Motors, Inc. - Common Stock Sale 3/3/17 $15,001 - $50,000 4 Microsoft Corporation - Common Stock Sale 3/3/17 $1,001 - $15,000 5 Fairmount Santrol (FMSA) Sale 3/14/17 $15,001 - $50,000 6 Adeptus Health Inc. Sale 3/14/17 $1,001 - $15,000 7 Energy Transfer Equity Sale 01/17/2017 $1,001 - $15,000 8 Enterprise Products Sale 01/20/2017 $1,001 - $15,000 9 Sunoco Logistics Sale 01/20/2017 $1,001 - $15,000 Perry, James Richard - Page 6 8. Liabilities # CREDITOR NAME TYPE AMOUNT YEAR RATE TERM INCURRED 1 Benchmark Mortgage Mortgage $100,001 - 2013 4.625 30 (investment/ren $250,000 tal property) 2 Vista Bank Mortgage on Over $1,000,000 2015 3.75 30 Personal Residence 3 ED Financial Services Student Loan $50,001 - 2002 3.875 20 years $100,000 4 Raymond James Bank (DC condo) Mortgage $250,001 - 2017 3.0 7/1 ARM for 30 (investment/ren $500,000 years tal property) 9. Gifts and Travel Reimbursements None Endnotes PART # ENDNOTE 1. 1 ARP Holdings became inactive in January 2017. 2. 2 Irrevocable donation of all royalties to charitable organization. 2. 3 Irrevocable donation of all royalties to charitable organization. 3. 2 This unvested interest was inadvertently omitted from my prior report. Perry, James Richard - Page 7 Summary of Contents 1. Filer's Positions Held Outside United States Government Part 1 discloses positions that the filer held at any time during the reporting period (excluding positions with the United States Government). Positions are reportable even if the filer did not receive compensation. This section does not include the following: (1) positions with religious, social, fraternal, or political organizations; (2) positions solely of an honorary nature; (3) positions held as part of the filer's official duties with the United States Government; (4) mere membership in an organization; and (5) passive investment interests as a limited partner or non-managing member of a limited liability company. 2. Filer's Employment Assets & Income and Retirement Accounts Part 2 discloses the following: ● Sources of earned and other non-investment income of the filer totaling more than $200 during the reporting period (e.g., salary, fees, partnership share, honoraria, scholarships, and prizes) ● Assets related to the filer's business, employment, or other income-generating activities that (1) ended the reporting period with a value greater than $1,000 or (2) produced more than $200 in income during the reporting period (e.g., equity in business or partnership, stock options, retirement plans/accounts and their underlying holdings as appropriate, deferred compensation, and intellectual property, such as book deals and patents) This section does not include assets or income from United States Government employment or assets that were acquired separately from the filer's business, employment, or other income-generating activities (e.g., assets purchased through a brokerage account). Note: The type of income is not required if the amount of income is $0 - $200 or if the asset qualifies as an excepted investment fund (EIF). 3. Filer's Employment Agreements and Arrangements Part 3 discloses agreements or arrangements that the filer had during the reporting period with an employer or former employer (except the United States Government), such as the following: ● Future employment ● Leave of absence ● Continuing payments from an employer, including severance and payments not yet received for previous work (excluding ordinary salary from a current employer) ● Continuing participation in an employee welfare, retirement, or other benefit plan, such as pensions or a deferred compensation plan ● Retention or disposition of employer-awarded equity, sharing in profits or carried interests (e.g., vested and unvested stock options, restricted stock, future share of a company's profits, etc.) Perry, James Richard - Page 8 4. Filer's Sources of Compensation Exceeding $5,000 in a Year Part 4 discloses sources (except the United States Government) that paid more than $5,000 in a calendar year for the filer's services during any year of the reporting period.
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