Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.4 M
Salary
- Unknown
Employment
- Started 11/21/2021
Records
Financial Disclosure Details - OGE Form 278e (10/20/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Seattle, Washington | Policy Director | 11/2021 | |
2 | Seattle, Washington | Board Member | 11/2021 | |
3 | Seattle, Washington | Delegate Board Member | 11/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA SEP - Vanguard | |||
1.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA - Roth - Vanguard | |||
2.1 | Vanguard Explorer Fund Admiral Shares (VEXRX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Strategic Equity Fund (VSEQX) | None (or less than $1,001) | None (or less than $201) | |
2.3 | Vanguard International Value Fund (VTRIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard International Growth Fund Admiral Shares (VWILX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Extended Market ETF (VXF) | $1,001 - $15,000 | None (or less than $201) | |
3 | King County, defined benefit plan (value not readily ascertainable) eligible for $1000/mo at age 65 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Seattle, Washington | Will continue participation, former employer will no longer contribute on my behalf. | 7/2016 | |
2 | Seattle, Washington | I will continue participation, former employer will no longer contribute on my behalf, will receive a pension from the WA State Department of Retirement Systems when I turn age 65 | 7/2016 | |
3 | Washington DC, District of Columbia | I will continue to participate, former employer no longer contributing, will receive benefit at age 65. | 1/2008 | |
4 | Washington DC, District of Columbia | I will continue to participate in this defined benefit plan. Former employer is no longer contributing. | 12/1997 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Seattle, Washington | Policy Director |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | King County Prosecuting Attorneys Office | Salary - 2021 | $161,000 | |
2 | Schhroeter, Goldmark & Bender | Salary - 2020 | $179,000 | |
2.1 | Bonus | bonus | $35,000 | |
3 | King County Defined Benefit Pension WA State DRS (PERS 2) (value not readily ascertainable) | None (or less than $201) | ||
4 | King County Deferred Comp | None (or less than $201) | ||
4.1 | T Rowe Price Retirement 2030 Fund (TRRCX) | $250,001 - $500,000 | None (or less than $201) | |
5 | Schwab 401-K | |||
5.1 | Cash | $15,001 - $50,000 | None (or less than $201) | |
6 | IRA SEP | |||
6.1 | PGGAX American Funds Global Growth Portfolio | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | CWEGF Crew Energy Inc | $1,001 - $15,000 | None (or less than $201) | |
2 | First Solar, Inc. (FSLR) | $1,001 - $15,000 | None (or less than $201) | |
3 | HYSR Sun Hyrdogen Inc | None (or less than $1,001) | None (or less than $201) | |
4 | U.S. Ballard Bank Account 1 | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. Ballard Bank Account 2 | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S.A. Bank Account 1 | $1,001 - $15,000 | None (or less than $201) | |
7 | Iowa 529 Plan College account | None (or less than $201) | ||
7.1 | Aggressive Growth AgeBased Track:Income Portfolio | $100,001 - $250,000 | None (or less than $201) | |
8 | Brokerage Account | None (or less than $201) | ||
8.1 | American Mutual Fund Class F3 Shares (AFMFX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 3 | This pension is administered by the WA State Dept of Retirement Systems, PERS 2 |
5 | 5.1 | Planning on investing this in holdings very soon. Discovered through this process that it was not invested. |
5 | 9.1 | proceeds from complete sale |
5 | 9.2 | proceeds from complete sale |
5 | 9.3 | proceeds from complete sale |
5 | 9.4 | proceeds from complete sale |
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