Estimated Net Worth
- $203 K - $570 K
Salary
- Unknown
Employment
- Started 05/01/2023
Records
Financial Disclosure Details - OGE Form 278e (01/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | American Bar Association Commission on Sexual Orientation and Gender Identity | Chicago, Illinois | Commissioner | Present |
2 | Compliance AI | San Francisco, California | Advisory Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard IRA | |||
1.1 | VFSTX Vanguard Short-Term Investment- Grade Fund Investor Shares | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2 | Vanguard Er Plan | |||
2.1 | Target Retirement 2040 Trust I | $15,001 - $50,000 | None (or less than $201) | |
2.2 | VFWSX All-World ex-US Index Fund Institutional Shares | $50,001 - $100,000 | $1,001 - $2,500 | |
2.3 | Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2.5 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Compliance AI, Stock option in Compliance AI (a software startup) (value not readily ascertainable) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | FINRA | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/2006 |
2 | Compliance AI | San Francisco, California | vested stock option (value not readily ascertainable): 24000 vested options, strike $.02, exp. 9/2027. | 9/2017 |
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 | Bank account 1 | $1,001 - $15,000 | None (or less than $201) | |
2 | Bank account 2 | $1,001 - $15,000 | None (or less than $201) | |
3 | Apple, Inc. (AAPL) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
4 | Facebook, Inc. (FB) | $1,001 - $15,000 | None (or less than $201) | |
5 | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) | |
6 | Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | |
7 | Netflix, Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | AES | $15,001 - $50,000 | 1995 | 2036 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | employer plan entity within which assets are held at Vanguard |
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