Observations
- Millionaire
Estimated Net Worth
- $10.1 M - $22.5 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/06/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Piedmont, California | Trustee | Present | |
2 | Piedmont, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP IRA | |||
1.1 | U.S. brokerage account (cash) (IRA) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | JPMorgan Ultra-Short Income ETF (JPST) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Schwab US Small-Cap ETF (SCHA) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Schwab International Equity ETF (SCHF) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Schwab US Mid-Cap ETF (SCHM) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Schwab Fundamental US Large Company Index Fund (SFLNX) | $50,001 - $100,000 | None (or less than $201) | |
1.9 | Morgan Stanley D W Disc Srmtns 05/17/2023 3.371% | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Sutter West Bay Medical Group (Medical Practice) | salary, bonus | ||
2 | PBSMG Holdings, LLC (1/3 Interest in LLC that holds commercial real estate) | |||
2.1 | commercial real estate, Danville, CA | $250,001 - $500,000 | Rent or Royalties | $5,001 - $15,000 |
3 | IRA 01 | |||
3.1 | U.S. brokerage account (cash) IRA | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $100,001 - $250,000 | None (or less than $201) | |
3.4 | Invesco BulletShares 2023 Corporate Bond ETF (BSCN) | None (or less than $1,001) | None (or less than $201) | |
3.5 | Invesco BulletShares 2024 Corporate Bond ETF (BSCO) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | Invesco S&P 500 Equal Weight ETF (RSP) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Irrevocable Family Trust 01 | |||
1.1 | U.S. brokerage account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | None (or less than $1,001) | $201 - $1,000 | |
1.3 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | None (or less than $1,001) | $201 - $1,000 | |
1.4 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Residential Real Estate - Walnut Creek, CA | $250,001 - $500,000 | None (or less than $201) | |
1.6 | iShares Core Growth Allocation ETF (AOR) | None (or less than $1,001) | $201 - $1,000 | |
2 | Revocable Family Trust 02 | |||
2.1 | U.S. brokerage account (cash) | $250,001 - $500,000 | $1,001 - $2,500 | |
2.2 | Schwab Fundamental US Large Company Index ETF (FNDX) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Tax-Exempt Fund of California Class A Shares (TAFTX) | Sale | 03/27/2023 | $1,001 - $15,000 |
2 | Franklin California High Yield Municipal Fund Class A1 Shares (FCAMX) | Sale | 03/27/2023 | $1,001 - $15,000 |
3 | Franklin Growth Fund Class A Shares (FKGRX) | Sale | 03/27/2023 | $1,001 - $15,000 |
4 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | Purchase | 07/03/2023 | $1,001 - $15,000 |
5 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | Purchase | 08/24/2023 | $50,001 - $100,000 |
6 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | Purchase | 08/25/2023 | |
7 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | Sale | 03/27/2023 | $15,001 - $50,000 |
8 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | Purchase | 08/25/2023 | $15,001 - $50,000 |
9 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | Sale | 03/27/2023 | $15,001 - $50,000 |
10 | Invesco BulletShares 2023 Corporate Bond ETF (BSCN) | Sale | 09/25/2023 | $250,001 - $500,000 |
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 |
|---|---|---|
6 | 1.6 | This asset was inherited. |
6 | 2.20 | LLC holding investment in Radiation Therapy Center located in California. Spouse does not practice medicine there. |
7 | 7 | Multiple sales 03/27/2023 |
7 | 10 | Multiple sales 09/25/2023 |
7 | 13 | Multiple purchases 09/29/2023 |
7 | 17 | Multiple purchases 09/28/2023 |
7 | 22 | Multiple purchases 09/27/2023 |
7 | 23 | Multiple purchases 08/24/2023 |
7 | 25 | Multiple purchases 09/26/2023 |
7 | 30 | Multiple sales 03/27/2023 |
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