Observations
- Millionaire
Estimated Net Worth
- $14.7 M - $59.9 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (04/25/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Austin, Texas | chief economist | 2/2022 | |
2 | San Francisco, California | trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | iShares MSCI EAFE Small-Cap ETF (SCZ) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | PIMCO StocksPLUS International Fund (US Dollar-Hedged) Institutional Class Shares (PISIX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.3 | U.S. bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
2 | Recruit/Indeed compensation | |||
2.1 | Indeed.com | Salary and bonuses | $116,780 | |
2.2 | Recruit Holdings Co. Ltd. RSUs (sold) | RSUs received in 2021, 25% vested and sold in 2022 (remainder cancelled) | $110,839 | |
2.3 | Indeed.com Long Term Incentive Plan (LTIP) (cash received) | cash incentive distribution, paid Feb 2022 for LTIPS vesting Dec 31 2021 | $495,250 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Austin, Texas | In March 2022 and March 2023 I will receive a "true-up" from Indeed into the Fidelity 401k for 2021 and 2022, respectively, to adjust the employer match. | 9/2016 | |
These are formulaic and not subject to any actions I might take. |
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 | BlackRock | salary, bonus | ||
2 | BlackRock Equity Plan | |||
2.1 | BlackRock, Inc. (BLK) unvested restricted stock units | $500,001 - $1,000,000 | None (or less than $201) | |
3 | BlackRock 401k | |||
3.1 | Mirova Global Sustainable Equity Fund Class Y Shares (ESGYX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | BlackRockEmerging Markets Fund, Inc Investor A Shares (MDDCX) | $50,001 - $100,000 | None (or less than $201) | |
4 | IRA | |||
4.1 | PIMCO StocksPLUS International Fund (US Dollar-Hedged) Institutional Class Shares (PISIX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
4.2 | Morgan Stanley Institutional Fund Trust Growth Portfolio Class A Shares (MSEGX) | $50,001 - $100,000 | None (or less than $201) | |
4.3 | Morgan Stanley Institutional Fund Trust Inception Portfolio Class A Shares (MSSMX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iShares Core S&P Mid-Cap ETF (IJH) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
2 | iShares Core S&P Small-Cap ETF (IJR) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
3 | iShares Core S&P 500 ETF (IVV) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
4 | iShares MSCI EAFE Small-Cap ETF (SCZ) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
5 | Vanguard Small-Cap Index Fund ETF Shares (VB) | $100,001 - $250,000 | $1,001 - $2,500 | |
6 | Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK) | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard 500 Index Fund ETF Shares (VOO) | $100,001 - $250,000 | $1,001 - $2,500 | |
9 | Vanguard Value Index Fund ETF Shares (VTV) | $100,001 - $250,000 | $2,501 - $5,000 | |
10 | Vanguard Large-Cap Index Fund ETF Shares (VV) | $500,001 - $1,000,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRock, Inc. (BLK) | Sale | 03/02/2022 | $50,001 - $100,000 |
2 | Recruit Holdings shares | Sale | 03/10/2022 | $50,001 - $100,000 |
3 | Brown Capital Management International Small Company Fund Inst Shares (BCSFX) | Sale | 07/18/2022 | $250,001 - $500,000 |
4 | Morgan Stanley Institutional Fund Trust Inception Portfolio Class A Shares (MSSMX) | Sale | 07/18/2022 | $100,001 - $250,000 |
5 | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional (PISIX) | Purchase | 06/09/2022 | $15,001 - $50,000 |
6 | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional (PISIX) | Purchase | 09/08/2022 | $15,001 - $50,000 |
7 | iShares Micro-Cap ETF (IWC) | Purchase | 09/30/2022 | $1,001 - $15,000 |
8 | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional (PISIX) | Purchase | 12/07/2022 | $50,001 - $100,000 |
9 | Morgan Stanley Institutional Fund Trust Growth Portfolio Class A Shares (MSEGX) | Purchase | 12/12/2022 | $1,001 - $15,000 |
10 | iShares Micro-Cap ETF (IWC) | Purchase | 12/19/2022 | $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 |
|---|---|---|
2 | 2.2 | RSUs granted 2021, vested & fully divested 2022 |
7 | 2 | transaction settled 3/17/22 |
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