Estimated Net Worth
- $344 K - $1.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/12/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Palo Alto, California | Non-resident Fellow (no compensation) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Fidelity Mid-Cap Stock Fund (FMCSX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Growth Discovery Fund (FDSVX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | City of Oakland | salary | ||
2 | IRA (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | ||||
3.1 | Fidelity Advisor Growth and Income Class A | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Fidelity Advisor Lare Gap CA A | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Fidelity GOVT MMKT Capital Reserves CL | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity Advisor STK SElector Mid Cap A | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA | |||
4.1 | All spring money Market | $1,001 - $15,000 | None (or less than $201) | |
5 | State of California |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | checking account | $100,001 - $250,000 | Dividends | $201 - $1,000 |
2 | individual investment account | |||
2.1 | walmart stock | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Fidelity Government Money Market Fund (SPAXX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Boston Scientific Corp. (BSX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | iShares MSCI Taiwan ETF (EWT) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | pslv stock | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | naviant | $15,001 - $50,000 | 2004 | 20 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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