Observations
- Millionaire
Estimated Net Worth
- $6.4 M - $14.1 M
Salary
- Unknown
Employment
- Started 11/08/2021
Financial Disclosure Details - OGE Form 278e (05/05/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Eugene, Oregon | Presidential Chair in Science and Professor of Chemistry | Present | |
2 | Raleigh, North Carolina | President Elect, President, Past President, Member of the Board of Directors | 6/2021 | |
3 | Eugene, Oregon | Co-trustee | Present | |
4 | San Diego, California | Member of Science Advisory Board | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Traditional IRA GR | |||
1.1 | Schwab US REIT ETF | $15,001 - $50,000 | None (or less than $201) | |
1.2 | VANGUARD FTSE EMERGING MKT ETF | $50,001 - $100,000 | None (or less than $201) | |
1.3 | VANGUARD SMALL CAP ETF | $15,001 - $50,000 | None (or less than $201) | |
RICHMOND, GERALDINE L - Page 3 | ||||
1.4 | VANGUARD VALUE ETF | $50,001 - $100,000 | None (or less than $201) | |
1.5 | BRIDGE BUILDER CORE BOND | $100,001 - $250,000 | None (or less than $201) | |
1.6 | BRIDGE BUILDER CORE PLUS BOND | $250,001 - $500,000 | None (or less than $201) | |
1.7 | BRIDGE BUILDER INTL EQUITY | $100,001 - $250,000 | None (or less than $201) | |
1.8 | BRIDGE BUILDER LARGE GROWTH | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Eugene, Oregon | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions while I am on an unpaid leave of absence during my government service. | 6/1985 | |
2 | Eugene, Oregon | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions while I am on an unpaid leave of absence during my government service. | 6/1985 | |
3 | Salem, Oregon | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions while I am on an unpaid leave of absence during my government service. | 6/1985 | |
4 | Salem, Oregon | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions while I am on an unpaid leave of absence during my government service. | 6/1985 | |
5 | Eugene, Oregon | During my tenure at the Department of Energy, I will be on a leave of absence from the University of Oregon. I have the right to continue to participate in my health/dental plan provided that I pay both the employer and employee contributions. | 6/1985 |
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 | University of California System | Salary for employment at Lawrence Berkeley National Laboratory | ||
2 | 457B University of California FIDELITY | |||
2.1 | UC BOND FUND | $50,001 - $100,000 | None (or less than $201) | |
2.2 | UC SOCIAL EQUITY | $50,001 - $100,000 | None (or less than $201) | |
2.3 | UC PATHWAY 2020 | $50,001 - $100,000 | None (or less than $201) | |
2.4 | UC GR CO FUND | $15,001 - $50,000 | None (or less than $201) | |
2.5 | UC DOM EQ INDEX | $15,001 - $50,000 | None (or less than $201) | |
2.6 | UC EMRG MKTS EQUITY | $15,001 - $50,000 | None (or less than $201) | |
2.7 | UC REAL ESTATE FUND | $15,001 - $50,000 | None (or less than $201) | |
2.8 | UC PATHWAY INCOME | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | American Capital Wrld Growth and Income Fund | $50,001 - $100,000 | $201 - $1,000 | |
2 | Franklin Rising Dividend Fund | $250,001 - $500,000 | $1,001 - $2,500 | |
3 | Conagra Brands Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Parker Hanifin | $1,001 - $15,000 | Dividends | None (or less than $201) |
5 | State Street Corp | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | Tractor Supply Co | $1,001 - $15,000 | Capital Gains Dividends | $2,501 - $5,000 |
7 | Vontier | $1,001 - $15,000 | Dividends | None (or less than $201) |
8 | Franklin High Yield Tax-Free Income Fund | $15,001 - $50,000 | $201 - $1,000 | |
9 | Franklin OR Tax Free Income Fund | $250,001 - $500,000 | $1,001 - $2,500 | |
10 | Franklin Low Duration total Return Fund | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Ameren Corp. (AEE) | Sale | 12/08/2021 | $1,001 - $15,000 |
2 | Franklin Low Dur Ttl Rtn A | Sale | 10/24/2021 | $15,001 - $50,000 |
3 | Alliant Energy Corp. (LNT) | Sale | 12/08/2021 | $1,001 - $15,000 |
4 | Cisco Systems, Inc. (CSCO) | Sale | 12/08/2021 | $15,001 - $50,000 |
5 | Duke Energy Corp. (DUK) | Sale | 12/08/2021 | $1,001 - $15,000 |
6 | Danaher Corp. (DHR) | Sale | 12/08/2021 | $15,001 - $50,000 |
7 | Emerson Electric Co. (EMR) | Sale | 12/08/2021 | $15,001 - $50,000 |
8 | Fortive Corp. (FTV) | Sale | 12/08/2021 | $1,001 - $15,000 |
9 | International Business Machines Corp. (IBM) | Sale | 12/08/2021 | $15,001 - $50,000 |
10 | NextEra Energy, Inc. (NEE) | Sale | 12/08/2021 | $1,001 - $15,000 |
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 | 23 | Sold on 2/07/2020 |
6 | 24 | Sold on 5/28/2020 |
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