New Filers Section

Structure of the OGE 450

I.    Summary of Information   
  
II.   Assets & Income

III.  Liabilities

IV.  Outside Positions

V.   Agreements

VI.  Gifts & Travel

Return to New Filers Introduction

 

Structure of the OGE 450

Assets and Income

This is where you must report assets with a value greater than $1000 that you, your spouse, or dependent children hold at the end of the reporting period or that generated more than $200 in investment income during the reporting period. Reportable assets include:

• Stocks, bonds, annuities, trust holdings, partnership interests, life insurance, investment real estate, or a privately-held trade or business
• Sector mutual funds: those funds invested in a particular industry, business, or location such as ABC Electronics Fund or XYZ Canada Fund (report the full name of the fund, not just the general family fund name)
• Holdings of retirement plans, such as 401(k)s or IRAs (list each holding except diversified mutual funds)
• Holdings of investment life insurance
• Holdings of variable annuities
• Defined benefit pension plans provided by a former employer (include the name of the employer)

It's also helpful (but not required) to include such information as the stock ticker symbol. Giving the reviewer as much information as possible will help ensure that the reviewer won't have to ask you follow-up questions.