Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.7 M
Salary
- Unknown
Employment
- Started 04/07/2022
Financial Disclosure Details - OGE Form 278e (02/07/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Palo Alto, California | CEO and Owner | Present | |
2 | Evanston, Illinois | Adjunct Professor of Global Management | 8/2021 | |
3 | Berkeley, California | Lecturer | 5/2021 | |
4 | Washington, District of Columbia | Professorial Lecturer of International Affairs | 12/2020 | |
5 | Davis, California | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Haas School of Business, University of California, Berkeley | Salary | $12,242 | |
2 | Kellogg School of Management, Northwestern University | Salary | $10,600 | |
3 | Connect Frontier LLC (Consulting firm) | $50,001 - $100,000 | Salary | $40,000 |
4 | IRA #1 | |||
4.1 | Fidelity International Index Fund (FSPSX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | T Rowe Price International Stock Fund (PRITX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $50,001 - $100,000 | None (or less than $201) | |
5 | IRA #2 | |||
5.1 | Fidelity Fund (FFIDX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Fidelity Mega Cap Stock Fund (FGRTX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Evanston, Illinois | I will continue to participate in this defined contribution plan, but the employer will cease making contributions upon my separation. | 6/2019 | |
2 | Palo Alto, California | My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 5/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Berkeley, California | Lecturer | |
2 | Evanston, Illinois | Adjunct Professor of Global Management | |
3 | Palo Alto, California | CEO and Owner | |
4 | New York, New York | Consulting (client of Connect Frontier LLC) | |
5 | Washington, District of Columbia | Consulting (client of Connect Frontier LLC) | |
6 | San Francisco, California | Consulting (client of Connect Frontier LLC) | |
7 | Lewiston, Maine | Consulting (client of Connect Frontier LLC) | |
8 | New York, New York | Consulting (client of Connect Frontier LLC) | |
9 | Addis Ababa, Ethiopia | Consulting (client of Connect Frontier LLC) | |
10 | Denver, Colorado | Consulting (client of Connect Frontier LLC) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | University of California, Davis | salary | ||
2 | University of California DCP | |||
2.1 | UC Pathway 2040 | $1,001 - $15,000 | None (or less than $201) | |
3 | University of California 457(B) | |||
3.1 | UC Domestic Equities Index | $15,001 - $50,000 | None (or less than $201) | |
3.2 | UC Growth Company Fund | $15,001 - $50,000 | None (or less than $201) | |
3.3 | UC Domestic Small Cap Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
3.4 | UC Real Estate Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | University of California 403(B) | |||
4.1 | UC Pathway 2040 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia (Invest 529) College Savings Plan #1 | |||
1.1 | Aggressive Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Total Stock Market Index | $15,001 - $50,000 | None (or less than $201) | |
1.3 | International Stock Index | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Active Aggressive | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia (Invest 529) College Savings Plan #2 | |||
2.1 | Active Aggressive | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Total Stock Market Index | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Aggressive Growth | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank (cash) | $250,001 - $500,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Nelnet | $15,001 - $50,000 | 2002 | 30 years |
2 | Nelnet | $15,001 - $50,000 | 1995 | 30 years |
3 | Rocket Mortgage LLC | $500,001 - $1,000,000 | 2021 | 30 years |
4 | University of California | $500,001 - $1,000,000 | 2016 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
4 | 14 | Services paid by Freshfields Bruckhaus Deringer US LLP |
8 | 4 | Mortgage paid off in 2021, and refinanced creating the mortgage (investment/rental property) identified in Line item 3. |
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