Estimated Net Worth
- Unknown
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | WASHINGTON, DC, US | Program Manager | 01/22/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | (ETF) Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | $201 - $1,000 | |
2 | (Other) Restricted Stock Units in Stripe, Inc. | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | Stripe (401k) Fidelity | |||
3.1 | (Mutual Fund) FSSNX-Fidelity Small Cap Index | $15,001 - $50,000 | $1,001 - $2,500 | |
3.2 | (Mutual Fund) FXAIX-Fidelity 500 Index | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | (Mutual Fund) SPAXX-Fidelity Government Money Market | None (or less than $1,001) | None (or less than $201) | |
3.4 | (Mutual Fund) FSPSX-Fidelity International Index | $15,001 - $50,000 | $201 - $1,000 | |
3.5 | (Mutual Fund) FSMDX-Fidelity Mid Cap Index | $1,001 - $15,000 | $201 - $1,000 | |
4 | (Self EI) Stripe Reporting here the wages reported to me on my W-2, rounded up (wages, tips, other comp.) Also adding a comment here regarding this position, as there was no comment area on the section of the form asking for the dates the position was held. I provided an estimated start date for this position as I am uncertain of the exact date the role began. San Francisco, CA, US | Salary | $17,813.00 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, CA, US | 401(k) from former employer. My employer no longer makes contributions to this plan. | 01/2021 | |
2 | San Francisco, CA, US | Restricted Stock Units in Stripe, my former employer. I retain the units that had vested prior to my leaving. The units will convert to stock which I will receive (minus taxes) upon a change of control or IPO, provided that occurs within 7 years of their being issued to me. | 07/2018 |
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 | (S) (Other) Payflex HSA (cash account) | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | (S) Covington & Burling LLP (401k) Charles Schwab | |||
2.1 | (Other) Schwab Indexed Retirement Trust Fund 2040 | $50,001 - $100,000 | None (or less than $201) | |
3 | (S) Keker, Van Nest & Peters LLP (401k) Milliman Benefits | |||
3.1 | (Mutual Fund) VFFVX-Vanguard Target Retirement 2055 | $50,001 - $100,000 | None (or less than $201) | |
4 | (S) (Spouse EI) Keker, Van Nest & Peters LLP San Francisco, CA, US |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (Cash Deposit/Savings) Ally Bank Sandy, UT, US Savings | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | (Cash Deposit/Savings) Charles Schwab Westlake, TX, US Checking & Brokerage (2 accounts) | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | (S) (Cash Deposit/Savings) First Republic Bank San Francisco, CA, US | $100,001 - $250,000 | Interest | None (or less than $201) |
4 | (S) (Cash Deposit/Savings) Charles Schwab San Francisco, CA, US | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | (S) (Cash Deposit/Savings) Capital One McLean, VA, US | $50,001 - $100,000 | Interest | $201 - $1,000 |
6 | (S) (Mutual Fund) LGILX Laudus US Large Cap Growth Fund | $50,001 - $100,000 | $5,001 - $15,000 | |
7 | (S) (Mutual Fund) SFSNX Schwab Fundamental US Small Company Index | $1,001 - $15,000 | $201 - $1,000 | |
8 | (ETF) Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | $201 - $1,000 | |
9 | (ETF) Vanguard Dividend Appreciation ETF | $15,001 - $50,000 | $201 - $1,000 | |
10 | (ETF) Vanguard Total Stock Market ETF | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VEA - Vanguard FTSE Developed Markets ETF | purchase | Periodically | $15,001 - $50,000 |
2 | VIG - Vanguard Dividend Appreciation ETF | purchase | Periodically | $15,001 - $50,000 |
3 | VTI - Vanguard Total Stock Market ETF | purchase | Periodically | $50,001 - $100,000 |
4 | VWO - Vanguard FTSE Emerging Markets ETF | purchase | Periodically | $15,001 - $50,000 |
5 | VCAIX - Vanguard California Intermediate-Term Tax-Exempt Fund | sale | 06/07/2021 | $1,001 - $15,000 |
6 | Fidelity Government Money Market | exchange | 06/21/2021 | $1,001 - $15,000 |
7 | FSMDX - Fidelity Mid-Cap Index | exchange | 06/21/2021 | $1,001 - $15,000 |
8 | FXPSX - Fidelity International Index | exchange | 06/21/2022 | $1,001 - $15,000 |
9 | FSSNX - Fidelity Small Cap Index | exchange | 06/21/2021 | $1,001 - $15,000 |
10 | FXAIX - Fidelity 500 Index Fund | exchange | 06/21/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Republic Bank; San Francisco, CA, US | $15,001 - $50,000 | 2018 | 5 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | I hold restricted stock units (RSUs) in Stripe, my former employer. The valuation above is based on the company's internal valuation for the shares, pre-tax. |
6 | 25.1 | Exact income at fund level not found on financial statement. Income range estimated based on IRA annual income and relative size of fund. |
6 | 25.2 | Exact income at fund level not found on financial statement. Income range estimated based on IRA annual income and relative size of fund. |
6 | 26.1 | Exact income at fund level not found on financial statement. Income range estimated based on IRA annual income and relative size of fund. |
6 | 26.2 | Exact income at fund level not found on financial statement. Income range estimated based on IRA annual income and relative size of fund. |
6 | 26.3 | Exact income at fund level not found on financial statement. Income range estimated based on IRA annual income and relative size of fund. |
6 | 26.4 | Exact income at fund level not found on financial statement. Income range estimated based on IRA annual income and relative size of fund. |
8 | 1 | Shared with spouse |
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