Financial Disclosure Details - OGE Form 278e (05/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Singer Family Trust
Orange County, California
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
CalPERS, defined benefit plan (value not readily ascertainable)
retirement payments (monthly)
$15,780
2
Singer Family Trust
2.1
Inherited IRA
2.1.1
VANECK VECTORS FALLEN ANGEL HIGH YIELD B
$1,001 - $15,000
None (or less than $201)
2.1.2
INVESCO PREFERRED ETF
$1,001 - $15,000
None (or less than $201)
2.1.3
ISHARES IBOXX$ HIGH YIEL CORPORATE BOND
$1,001 - $15,000
None (or less than $201)
2.1.4
SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL
$1,001 - $15,000
None (or less than $201)
2.1.5
ISHARES 20+ YEAR TREASURY BOND ETF
$1,001 - $15,000
None (or less than $201)
2.1.6
VANGUARD SHORT-TERM CORPORATE BOND
$1,001 - $15,000
None (or less than $201)
2.1.7
ISHARES TIPS BOND ETF
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sacramento, California
I will continue to participate in this defined benefit plan.
11/1979

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
Brandman University
Salary + Stipend
2
TIAA CREF
2.1
CREF Stock R2
$15,001 - $50,000
None (or less than $201)
2.2
TIAA Traditional Annuity
$1,001 - $15,000
None (or less than $201)
2.3
CREF Equity Index R2
$1,001 - $15,000
None (or less than $201)
2.4
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)
2.5
CREF Bond Market R2
None (or less than $1,001)
None (or less than $201)
2.6
TIAA-CREF Lifestyle Aggressive Growth Fund - Retail Class
$1,001 - $15,000
None (or less than $201)
2.7
CREF Money Market R2
$1,001 - $15,000
None (or less than $201)
2.8
CREF Stock R1
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
Nothing reported in this section

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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