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Edwin Jesse Simcox
Health and Human Services (joined: July 17, 2017)
Deputy Director, Office of Technology | $179,700 | Financial Disclosure »
Bio, via Indiana Energy Association:
Edwin J. Simcox (Ed) was born on January 12, 1945, in LaPorte, Indiana. He holds an A.B. degree in Government and Economics from Indiana University and obtained a J.D. degree from Indiana University Law School. In December 1986, Ed Simcox was named President of the Indiana Electric Association, a trade association representing Indiana's investor-owned electric utilities. On March 1, 2004, the Electric Association merged with the Indiana Gas Association to form the Indiana Energy Association. Ed was elected President of the new association. Ed’s experience in government service includes employment in the Corporations Division of the Indiana Secretary of State's office, Secretary of the State Highway Commission, Secretary of the Indiana Public Service Commission, legal deputy of the office of the Reporter of the Indiana Supreme Court and eight years as Indiana's Secretary of State.
Former Positions Outside Government
- CICOA In-Home and Aging Solutions (AKA Central Indiana Council on Aging) Operating Board Member
- Employ Indy Board Member, Chairman of Board
- Logicalis Business Leader (Filer will resign from this position and fully understands his recusal obligations pursuant to the pledge. Filer has also discussed his potential post employment restrictions with the A-DAEO 6/2/17 via telephone, and acknowledges he fully understands.)
- Streamsong, LLC Managing Member (Filer is sole member of the LLC. Business is residential real estate rentals, and rehab projects.)
Former Compensation Sources
- Logicalis Business leader; full time employee.
- Streamsong, LLC (Real Estate rental and property owneship- residential) Managing member; advisor
Employment Assets
| Description | Value | Income |
|---|---|---|
| Logicalis (Filer's spouse did not work during the reporting period, hence no salary amount was reported from this source. Filer during his appointment will have a llmited 208 recusal obligation as to their ability to pay his spouse's retirement benefits in the future. An unlikely but notable issue.) | $93,400 | |
| Logicalis | $208,931 | |
| WM IRA #1 ending in 13 | ||
| BUD+SPLS Callable Contingent Coupon | None (or less than $1,001) | $201 - $1,000 |
| CVS Caremark Corp. | $1,001 - $15,000 | None (or less than $201) |
| RBC Cash Plus | $1,001 - $15,000 | None (or less than $201) |
| SPX and XBI Contingent Income Autocallable Coupon | None (or less than $1,001) | $201 - $1,000 |
| Streamsong, LLC, Shareholder basis of shares of LLC with S-Corp treatment (residential real estate) | $100,001 - $250,000 | $15,001 - $50,000 |
| E*TRADE Financial Corp IRA | None (or less than $201) | |
| Cash Account | $1,001 - $15,000 | None (or less than $201) |
| WM IRA #2 ending in 12 | None (or less than $201) | |
| iShares SHY Treasury Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| Catalyst HF Strategy Fund HFXIX | $15,001 - $50,000 | None (or less than $201) |
| RBC Cash Account | $1,001 - $15,000 | None (or less than $201) |
| AT&T Retirement Savings Plan (Defined Contribution Plan) | ||
| AT&T Shares Fund | None (or less than $1,001) | None (or less than $201) |
| AT&T Asset Allocation 2035 | $50,001 - $100,000 | None (or less than $201) |
| Logicalis 401K Retirement Plan | ||
| Morley Capital Management Principle Stable Value Z Fund | $15,001 - $50,000 | None (or less than $201) |
| Metropolitan West Total REturn Bond Plan Fund | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Intermediate Term Bond Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Large Cap Growth Fund R6 | $1,001 - $15,000 | None (or less than $201) |
| MFS Value Fund R6 | $1,001 - $15,000 | None (or less than $201) |
| Principal Global Investors Large Cap S&P 500 Index | $1,001 - $15,000 | None (or less than $201) |
| LA Capital Mgt Victory MidCap Value I Separate Account | $1,001 - $15,000 | None (or less than $201) |
| Principal Global Investors MidCap S&P 400 INdex | $1,001 - $15,000 | None (or less than $201) |
| Principal Global Investors SmallCap S&P 600 Index | $1,001 - $15,000 | None (or less than $201) |
| American Funds EuroPacific Growth Fund R6 | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| College Choice 529 | ||
| 2019 Portfolio Class A | $1,001 - $15,000 | $2,501 - $5,000 |
| Savings account | $1,001 - $15,000 | None (or less than $201) |
| Checking account | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Logicalis | New York, New York | Filer will continue to own the assets contained in his 401K account. Neither he nor former employer will make contributions into this account during his appointment | June 16, 2017 |
| Streamsong, LLC | Indianapolis, Indiana | Filer is sole proprietor, and wil continue to own the property and receive rental income from properties. | Dec. 16, 2014 |
| Logicalis Inc. (Analysis has been done as to extraordinary income from a former employer. Filer received is residual income and bonuses prior to his EOD 7/17/17 with remaining true up bonus to potentially be received. Filer acknowledges and understands that he will have a full recusal under 18 USC 208 until all values have been received, and then a limited 208 as to his defined contribution plan.) | New York, New York | Filer will receive a true-up bonus [bookeeping error 2016] approx. $2,000 within 90 days of on-boarding | July 16, 2017 |
| AT&T | Dallas, Texas | Filer will continue to participate in this defined contribution plan, but neither the filer nor the plan sponsor will make contributions into this account during his employment. | July 16, 2010 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| USA Group | Student Loan | $15,001 - $50,000 | 7.5 | 2000 |
| USA Group | Student Loan | $10,001 - $15,000 | 7.5 | 2000 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| State of Indiana Public Employee Deferred Compensation Plan | |||
| State of Indiana Employee 457 Plan: "Indiana 2035 Fund" | $15,001 - $50,000 | $201 - $1,000 | |
| State of Indiana Deferred Matching 401 a Plan - Wells Fargo Growth R6 fund | $1,001 - $15,000 | None (or less than $201) |
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