Observations
- Millionaire
Estimated Net Worth
- $4.0 M - $14.5 M
Salary
- Unknown
Employment
- Started 12/21/2022
Records
Financial Disclosure Details - OGE Form 278e (06/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | ICF International, Inc. (management consulting company) | Fairfax, Virginia | Vice President | Present |
2 | American Council for an Energy-Efficient Economy | Washington, District of Columbia | Member, Board of Directors | 12/2021 |
3 | California Efficiency and Demand Management Council | San Francisco, California | Chairman, Board of Directors | 4/2022 |
4 | Family Revocable Trust, dated June 5, 2020 | Manhattan Beach, California | Trustee | Present |
5 | Family Member Revocable Living Trust #1, dated June 30, 2015 | Yuma, Arizona | Trustee | 4/2021 |
6 | Family Member Revocable Living Trust #2, dated June 30, 2015 | Manhattan Beach, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | ICF, deferred compensation: cash receivable | $1,000,001 - $5,000,000 | None (or less than $201) | |
2 | ICF Salary and Cash Bonuses 2021-2022 | Salary/Bonus | $414,608 | |
3 | ICF Vanguard Retirement Savings Plan (401k) | |||
3.1 | Vanguard Target Retirement 2015 Trust II | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Target Retirement 2025 Trust II | $100,001 - $250,000 | None (or less than $201) | |
4 | Vanguard Traditional IRA Brokerage Account (SCE Rollover) | |||
4.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | None (or less than $1,001) | None (or less than $201) | |
4.2 | Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $100,001 - $250,000 | None (or less than $201) | |
4.3 | Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | ICF | Fairfax, Virginia | Upon full retirement from ICF, pursuant to the ICF Nonqualified Deferred Compensation Plan, the deferred compensation amount will be paid out annually over 10 years commencing at separation from service. However, if I become disabled, the deferred compensation amount will be paid out as a lump sum commencing at disability. | 2/2014 |
2 | ICF | Fairfax, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2014 |
3 | ICF | Fairfax, Virginia | Pursuant to the company’s executive compensation plan, my unvested restricted stock units (RSUs) will be forfeited upon separation. The next tranche of unvested RSUs are expected to vest in March 2023. If the RSUs vest, I will receive stock. ICF RSUs issued to me in any given year vest on a schedule that covers three separate vesting periods: one year from issuance, two years from issuance, and three years from issuance. If I am still employed by ICF when a tranche of stock completes its vesting period, it is transferred to me without further restrictions. | 2/2014 |
4 | Southern California Edison | Rosemead, California | Pursuant to the Southern California Edison (SCE) NGF Executive Retirement Plan, payments to be made in 120 monthly installments, commenced at retirement from SCE. | 2/2014 |
5 | Southern California Edison | Rosemead, California | Pursuant to Edison International 2008 Executive Deferred Compensation Plan, payments began at separation of service from SCE. Under this plan, I elected to have my Deferred Compensation amount paid out over time but selected differing payment schedules for some elements of the SCE salary and bonuses I deferred. As a result, my Deferred Compensation payments will not be uniform over time. The Edison Deferred Compensation Plan (Grandfathered) balance is being paid over 180 monthly installments, ending in January 2029. Some elements of the Edison Deferred Compensation Plan (Non- Grandfathered) balance will be paid over 10 annual installments, ending in 2023, while other elements of the Edison Deferred Compensation Plan (Non- Grandfathered) balance will be paid over 120 monthly installments, ending in February 2024. | 2/2014 |
6 | Southern California Edison | Rosemead, California | 2/2014 | |
7 | Southern California Edison | Rosemead, California | Pursuant to company policy, as a retired corporate officer, the company provides me with free life insurance under the Edison International Retiree Life Insurance policy, a term life insurance policy. | 2/2014 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | ICF | Fairfax, Virginia | Vice President, Business Development |
2 | County of Los Angeles, Southern California Regional Energy Network (SoCalREN) | Los Angeles, California | I assisted the ICF team implementing the SoCalREN program (client of ICF) in addressing operational issues and crafting regulatory strategy for the client. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard SEP IRA | |||
1.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Guess, Inc., deferred compensation | cash payment | ||
3 | Vanguard Traditional IRA (Guess Rollover) | |||
3.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | None (or less than $1,001) | None (or less than $201) | |
3.2 | Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) | $100,001 - $250,000 | None (or less than $201) | |
3.4 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash accounts) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. Brokerage Account | |||
2.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $250,001 - $500,000 | None (or less than $201) | |
2.5 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,000,001 - $5,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan Chase Bank, N.A. | $500,001 - $1,000,000 | 2021 | 30 years |
2 | CENLAR Central Loan Administration & Reporting | $500,001 - $1,000,000 | 2015 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I was a full-time employee of ICF from 2/2014 through 3/2022. As of 4/2022, I became a part-time employee of ICF. |
1 | 2 | The months are estimated but the years are correct |
1 | 3 | The start date is estimated |
1 | 5 | distribution of all remaining assets of Family Member Revocable Living Trust #1. All trust obligations have been satisfied. |
1 | 6 | I have no beneficial interest in the assets of the Family Member Revocable Living Trust #2. I serve as the trustee for the benefit of "family member," who is the sole beneficiary and the successor trustee |
8 | 2 | Mortgage was refinanced in 2021 and is now with JP Morgan Chase Bank. |
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