Observations
- Millionaire
Estimated Net Worth
- $5.0 M - $17.9 M
Salary
- Unknown
Employment
- Started 05/10/2021
Financial Disclosure Details - OGE Form 278e (05/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Vancouver, Washington | Trustee | Present | |
2 | Menlo Park, California | Trustee | Present | |
3 | San Diego, California | Advisory Board Member | 5/2021 | |
4 | Lafayette, California | Board Member | 6/2021 | |
5 | Catonsville, Maryland | Board Member | 6/2021 | |
6 | Round Rock, Texas | Chief Strategy & Innovation Officer | 5/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | California Public Employees Retirement System, defined benefit plan estimated retirement $2100/month at age 60. | $100,001 - $250,000 | None (or less than $201) | |
2 | "Industrial Digital Transformation," Packt Publishing (value not readily ascertainable) | Advance | $200 | |
3 | Alpha Insights | None (or less than $1,001) | consulting fee | $975 |
4 | Coleman Research Group | None (or less than $1,001) | Consulting Fee | $330 |
5 | Third Bridge | None (or less than $1,001) | Consulting Fee | $613 |
6 | Dell Technologies, Inc. (DELL) | Salary and Commission | $175,664 | |
7 | OptimEyes Inc, vested stock options | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Palo Alto, California | I will continue to participate in this defined benefit plan | 9/2009 | |
2 | Birmingham, UK, Outside U.S. | Once my advance has been satisfied, I will receive royalties from Packt Publishing for sales of my book, "Industrial Digital Transformation." | 3/2020 | |
3 | San Diego, California | I forfeited any unvested stock options upon separation. I retained my vested stock options. | 8/2020 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Agilent Technologies Common Stock (A) | $15,001 - $50,000 | None (or less than $201) | |
2 | Gilead Science Common Stock (GILD) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3 | GlaxoSmithKline Common (GSK) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Keysight Technologies, Inc. (KEYS) | $15,001 - $50,000 | None (or less than $201) | |
5 | Valero Energy (VLO) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | Walt Disney Co Holdings (DIS) | $15,001 - $50,000 | None (or less than $201) | |
7 | iShares S&P 100 ETF (OEF) | $250,001 - $500,000 | $5,001 - $15,000 | |
8 | Brandes Emerging Mkts Val I (BEMIX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Invesco Premier Inst (IPPXX) | $15,001 - $50,000 | None (or less than $201) | |
10 | PIMCO Real Return Fund Class I-2 Shares (PRLPX) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Credit Suisse AG BOND | Purchase | 06/24/2021 | $15,001 - $50,000 |
2 | Citizens Financial Group, Inc.BOND | Sale | 06/28/2021 | $15,001 - $50,000 |
3 | HCA Healthcare, Inc. (HCA) | Sale | 05/12/2021 | $1,001 - $15,000 |
4 | W.R. Grace & Co. (GRA) | Sale | 05/12/2021 | $1,001 - $15,000 |
5 | Centene Corp. (CNC) | Sale | 05/12/2021 | $1,001 - $15,000 |
6 | Amazon.com, Inc. (AMZN) | Sale | 05/19/2021 | $15,001 - $50,000 |
7 | Facebook, Inc. (FB) | Sale | 05/19/2021 | $15,001 - $50,000 |
8 | Western Digital Corp. (WDC) | Sale | 05/19/2021 | $15,001 - $50,000 |
9 | Ameriprise Financial, Inc. (AMP) | Sale | 05/19/2021 | $1,001 - $15,000 |
10 | United Rentals, Inc. (URI) | Sale | 05/19/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Bank | $500,001 - $1,000,000 | 2018 | 30 years |
2 | Flagstar Bank | $250,001 - $500,000 | 2021 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 5 | The Winter Simulation Conference is not a stand alone non-profit. It exists through an MOU between the financial sponsors of the conference; all non-profit societies. I represent one of those sponsors, the Institute of Industrial and Systems Engineering on the WSC board. |
2 | 2 | Book advance |
6 | 81 | I am a limited partner (0.5%) of How Women Invest (HWI). Current investments are Gray Matter Analytics, Hitch, Baby Quip, Hello Alice and Gaiascope. |
7 | 122 | Hello Alice assists women and minority owned businesses obtain venture funding. |
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