Observations
- Millionaire
Estimated Net Worth
- $6.1 M - $22.6 M
Salary
- Unknown
Employment
- Started 02/28/2023
Records
Financial Disclosure Details - OGE Form 278e (03/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Bully Pulpit Interactive (BPI) | Washington, District of Columbia | Partner, Board Director | 2/2023 |
2 | Haun Ventures Management LP | Menlo Park, California | Advisor | 2/2023 |
3 | The Incite Agency Holdings | San Francisco, California | Controlling Officer | Present |
4 | Benjamin LaBolt Living Trust | San Francisco, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Bully Pulpit Interactive (BPI) Equity Vested Units | None (or less than $1,001) | Dividends | $100,001 - $1,000,000 |
2 | BPI | Salary and Bonus | $833,501 | |
3 | IRA | |||
3.1 | VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF (VNQI) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | VANGUARD INDEX FUNDS - VANGUAR SMALL-CAP VALUE ETF (VBR) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | VANGUARD REIT INDEX FUND CMN (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | VANGUARD S&P 500 ETF (VOO) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | VANGUARD INDEX FUNDS - VANGUAR VANGUARD VALUE ETF (VTV) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | ISHARES CORE S&P SMALL-CAP ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | ISHARES CORE MSCI EAFE ETF ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | BPI | Washington, District of Columbia | I have sold my stake in BPI and received an equity payout pursuant to the LLC agreement and my employment agreement. I forfeited any unvested stock units, and I no longer own any equity in BPI. I am due an outstanding commission payment for work done prior to my departure, pursuant to my employment agreement, and a tax distribution pursuant to my Contribution Agreement for my pro rata share of the taxable income of the company for any true-up amounts related to the period from January 1, 2022 to my date of departure. | 9/2016 |
2 | Incite Agency Holdings | San Francisco, California | Incite Agency Holdings will remain dormant during the duration of my government service and terminate following the completion of my final commission payments from BPI, payment of final taxes, and upon filing of my final tax return. | 9/2016 |
3 | Haun Ventures | Menlo Park, California | Pursuant to my separation agreement, I received a carried interest payment from Haun Ventures prior to starting Federal service. I forfeited any unvested stock units pursuant to my separation agreement. I no longer have any interest in the entity. | 2/2023 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Adam Pritzker | Los Angeles, California | BPI communications client |
2 | Andreesen Horowitz | Menlo Park, California | BPI communications client |
3 | Builders Vision | Chicago, Illinois | BPI communications client |
4 | Credit Karma | Oakland, California | BPI communications client |
5 | Crusoe Energy | Denver, Colorado | BPI communications client |
6 | Palo Alto, California | BPI communications client | |
7 | General Mills | Golden Valley, Minnesota | BPI communications client |
8 | Haun Ventures | Menlo Park, California | BPI communications client |
9 | San Francisco, California | BPI communications client | |
10 | Leafly | Seattle, Washington | BPI communications client |
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 | Bitcoin | $50,001 - $100,000 | None (or less than $201) | |
2 | Ethereum 2 | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Incite Agency Holdings (cash account) | $1,001 - $15,000 | None (or less than $201) | |
5 | WESTINGHOUSE AIR BRAKE TECHNOL CMN (WAB) | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
6 | AMAZON.COM INC SRS 28153166 (AMZN) | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
7 | COSTCO WHOLESALE CORPORATION CMN (COST) | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
8 | MICROSOFT CORPORATION CMN (MSFT) | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
9 | UNITEDHEALTH GROUP INCORPORATE CMN (UNH) | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
10 | APPLE INC. CMN (AAPL) | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Goldman Sachs | $500,001 - $1,000,000 | 2022 | 30 year mortgage, 7 year ARM |
2 | US Bank Home Mortgage | $500,001 - $1,000,000 | 2014 | 30 year |
3 | GS Bank | $1,000,001 - $5,000,000 | 2019 | 30 Year, 7 Year ARM |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 5 | Sold 7/19/22 |
6 | 6 | Sold 7/19/22 |
6 | 7 | Sold 7/19/22 |
6 | 8 | Sold 7/19/22 |
6 | 9 | Sold 7/19/22 |
6 | 10 | Sold 7/19/22 |
6 | 11 | Sold 7/19/22 |
6 | 12 | Sold 7/19/22 |
6 | 15.1 | Divested of the asset subsequent to submission of report. |
6 | 15.4 | Sold January 19, 2023 |
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