Estimated Net Worth
- $143 K - $498 K
Salary
- Unknown
Employment
- Started 02/14/2022
Records
Financial Disclosure Details - OGE Form 278e (03/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Downey, California | President | 2/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | iShares Select Dividend ETF (DVY) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard S&P 500 ETF (VOO) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | Vanguard Total International Market ETF (VXUS) | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in this defined contribution plan. | 9/2019 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Los Angeles, California | For services as the President/CEO. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple (AAPL) | $1,001 - $15,000 | Dividends | None (or less than $201) |
2 | Welltower Inc. (WELL) | $1,001 - $15,000 | Dividends | None (or less than $201) |
3 | Bank of America (BAC) | $1,001 - $15,000 | Dividends | None (or less than $201) |
4 | Block (SQ) | None (or less than $1,001) | Dividends | None (or less than $201) |
5 | Amazon (AMZN) | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | American Express (AXP) | $1,001 - $15,000 | Dividends | None (or less than $201) |
7 | ChargePoint (CHPT) | None (or less than $1,001) | Dividends | None (or less than $201) |
8 | Alibaba (BABA) | $1,001 - $15,000 | Dividends | 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 | 2.5 | Under reporting threshold. |
2 | 4.1 | invests exclusively in Legal & General S&P 500 Ret Opt (Class 30) |
6 | 4 | Under reporting threshold. |
6 | 7 | Under reporting threshold. |
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