Observations
- Millionaire
Estimated Net Worth
- $11.9 M - $27.1 M
Salary
- Unknown
Employment
- Started 12/17/2021
Records
- OGE Form 278t (07/05/2023)
- OGE Form 278t (05/31/2023)
- OGE Form 278t (05/04/2023)
- OGE Form 278t (04/11/2023)
- OGE Form 278t (02/25/2023)
- OGE Form 278t (01/13/2023)
- OGE Form 278t (12/12/2022)
- OGE Form 278t (12/03/2022)
- OGE Form 278t (11/02/2022)
- OGE Form 278t (10/07/2022)
- OGE Form 278t (09/09/2022)
- OGE Form 278t (08/05/2022)
- OGE Form 278t (07/02/2022)
- OGE Form 278t (06/03/2022)
- OGE Form 278t (05/13/2022)
- OGE Form 278t (04/25/2022)
- OGE Form 278t (04/02/2022)
- OGE Form 278t (03/25/2022)
- OGE Form 278e (04/05/2021)
Financial Disclosure Details - OGE Form 278e (04/05/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Los Angeles, California | Professor and Director | Present | |
2 | Oakland, California | Director | Present | |
3 | Los Angeles, California | Commissioner | Present | |
4 | Los Angeles, California | Director | Present | |
5 | Los Angeles, California | Director | Present | |
6 | Washington, District of Columbia | DIrector | Present | |
7 | Los Angeles, California | Director | Present | |
8 | Los Angeles, California | Director | Present | |
9 | Washington, District of Columbia | Director | Present | |
10 | Los Angeles, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | University of California Los Angeles | Salary | $242,260 | |
2 | University of California Retirement Plan, defined benefit plan | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | Kaiser Health Plan & Hospitals | Director Compensation | $321,994 | |
4 | Kaiser Foundation Health Plan of Georgia | Executive advisory board fees | $11,000 | |
5 | JPMorgan SEP IRA | |||
5.1 | JPMorgan US Government Money Market Fund QCVEZ | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
5.3 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Los Angeles, California | Health insurance. Pursuant to the terms of my university employment, I will receive health insurance for life from this employer. | 7/1979 | |
2 | Oakland, California | I will continue to participate in this defined contribution/403(b) plan. The plan sponsor will not make further contributions after my separation. | 7/1979 | |
3 | Oakland, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/1979 | |
4 | Oakland, California | I will continue to participate in this defined contribution/457(b) plan. The plan sponsor will not make further contributions after my separation. | 7/1979 | |
5 | Oakland, California | I will continue to participate in this defined benefit plan and receive basic monthly income for life. | 7/1979 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Los Angeles, California | Clinical professor; Director of a psychiatric clinic; Director of the Hispanic Neuropsychiatric Center of Excellence, Department of Psychiatry, School of Medicine | |
2 | Oakland, California | Member, board of directors | |
3 | Atlanta, Georgia | Member, Executive Advisory Board |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Comcast Corporation | Salary and bonus | ||
2 | Residual Trust #1 for child | trustee fees | ||
3 | Comcast Deferred Compensation Plan cash receivable | Over $1,000,000 | None (or less than $201) | |
4 | Comcast Stock Option Plan | |||
4.1 | Comcast Corporation, Vested Non-Qualified Stock Options, 2017 Grant, 34,560 Vested Shares | Over $1,000,000 | None (or less than $201) | |
4.2 | Comcast Corporation, Unvested Non-Qualified Stock Options, 2017 Grant, 8,640 unvested shares, strike $37.46, vest 3/22, expiration 03/27 (value not readily ascertainable) | None (or less than $201) | ||
4.3 | Comcast Corporation, Vested Non-Qualified Stock Options, 2018 Grant, 25,140 shares | Over $1,000,000 | None (or less than $201) | |
4.4 | Comcast Corporation, Unvested Non-Qualified Stock Options, 2018 Grant, 16,760 unvested shares, strike price $35.83, vest 3/22-3/23, expiration 3/28 (value not readily ascertainable) | None (or less than $201) | ||
4.5 | Comcast Corporation, Vested Non-Qualified Stock Options, 2019 Grant, 15,200 Shares | $500,001 - $1,000,000 | None (or less than $201) | |
4.6 | Comcast Corporation, Unvested Non-Qualified Stock Options, 2019 Grant, 22,800 Unvested Shares, strike price $40.47, vest 3/22-24, expiration 3/29 (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Brokerage Account #2 | |||
1.1 | BYD Company Limited (BYDDL) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Comcast Corp. (CMCSA) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
1.3 | Crispr Therapeutics (CRSP) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fulgent Genetics Inc. (FLGT) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Fluor Corp. (FLR) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Farfetch Ltd (FTCH) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | General Motors Co. (GM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.8 | The Home Depot, Inc. (HD) | $15,001 - $50,000 | Dividends | None (or less than $201) |
1.9 | II-VI, Inc. (IIVI) | $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 | Raymond James Mortgage | $250,001 - $500,000 | 2017 | 15 years |
2 | Morgan Stanley Private Bank, National Association | $100,001 - $250,000 | 2015 | 30 years |
3 | Raymond James Securities Based Line of Credit | $100,001 - $250,000 | 2011 | revolving |
4 | American Express | $50,001 - $100,000 | 2019 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
6 | 16.26 | commercial real estate investment |
6 | 16.27 | commercial real estate investment |
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