Observations
- Millionaire
Estimated Net Worth
- $6.3 M - $31.0 M
Salary
- Unknown
Employment
- Started 07/01/2023
Financial Disclosure Details - OGE Form 278e (01/06/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Mateo, California | Director & CEO | 8/2021 | |
2 | Albuquerque, New Mexico | Advisor | 1/2022 | |
3 | San Jose, California | Advisor | 12/2021 | |
4 | New York, New York | Consultant | 2/2022 | |
5 | New York, New York | Consultant | 2/2022 | |
6 | Washington, District of Columbia | Board Member | 12/2021 | |
7 | Chicago, Illinois | Advisor | 8/2021 | |
8 | Grexit, Inc. | Palo Alto, California | Advisor | 2/2022 |
9 | K1 Investment Management | Los Angeles, California | Independent Consultant | 12/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Lumiata 401K Plan | |||
1.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Emerging Markets Stock Index (VEMAX | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Lavu (software for point of sale terminal), vested stock options (value not readily ascertainable) | None (or less than $201) | ||
3 | AiNGEL Corp. (AI driven analytics - software), 55,555 Restricted Stock Units; all vested | $15,001 - $50,000 | None (or less than $201) | |
4 | Freshworks (customer service software; private) - Common Shares | $5,000,001 - $25,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Albuquerque, New Mexico | I will retain my vested options. | 1/2019 | |
2 | San Jose, California | I will retain my vested RSUs. | 1/2017 | |
3 | San Mateo, California | I will continue to participate in this defined contribution plan with my former employer. The company does not make any contributions. | 1/2014 | |
4 | San Mateo, California | I will continue to participate in this defined contribution plan with my former employer. The company does not make any contributions. | 4/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Grexit, Inc. | Palo Alto, California | Consuling Services |
2 | San Mateo, California | CEO | |
3 | Guidepoint | New York, New York | industry consulting |
4 | AiNGEL | San Jose, California | advisory services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Beauvoir, the National Cathedral Elementary School | Salary | ||
2 | Sacred Heart Schools 403(b) Plan | |||
2.1 | Vanguard Institutional Target Retirement 2040 Fund Investor | $1,001 - $15,000 | None (or less than $201) | |
3 | Trinity School 403(b) Plan | |||
3.1 | TIAA Access Lifecycle Fund 2040 T4 | $50,001 - $100,000 | None (or less than $201) | |
4 | Sacred Heart Schools, Atherton | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple Corp (AAPL) | None (or less than $1,001) | Capital Gains Dividends | $50,001 - $100,000 |
2 | Facebook (FB) | $1,001 - $15,000 | None (or less than $201) | |
3 | Nutanix (NTNX) | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
4 | Amazon (AMZ) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
5 | Tesla (TSLA) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
6 | US Bank 1 - Checking (Cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | US Bank 2 - Checking (Cash) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Cash Reserves Federal Money Market Fund (Rollover IRA) | $1,001 - $15,000 | None (or less than $201) | |
9 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $100,001 - $250,000 | None (or less than $201) | |
10 | Rental Apartment Short Term Stay Income in Arlington, VA | None (or less than $1,001) | Rent or Royalties | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan | $500,001 - $1,000,000 | 2016 | 30 year fixed |
2 | JP Morgan | $1,000,001 - $5,000,000 | 2022 | 30 years; adjustable rate |
3 | JP Morgan | $250,001 - $500,000 | 2022 | Until Paid |
4 | JP Morgan | $250,001 - $500,000 | 2018 | Until Paid |
5 | Bank of America | $10,001 - $15,000 | 2022 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | 56,406 Stock Options, Strike $0.14; Expiration Date: Dec. 31, 2028 |
5 | 4 | Spouse resigned from Sacred Heart in June of 2022. |
6 | 1 | Divested to comply with my ethics agreement at State Department |
6 | 3 | Sold all shares |
6 | 4 | Divested to comply with my ethics agreement at State Department |
6 | 5 | Divested to comply with my ethics agreement at State Department |
8 | 1 | Mortgage on personal residence in Redwood City, CA |
8 | 2 | Mortgage on personal residence in McLean, VA |
8 | 3 | Secured by Redwood CA property. |
8 | 4 | Home Equity Loan |
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