Observations
- Millionaire
Estimated Net Worth
- $3.2 M - $11.1 M
Salary
- Unknown
Employment
- Started 10/12/2021
Records
Financial Disclosure Details - OGE Form 278e (05/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | National Alliance for Safe Housing | Washington, District of Columbia | Director of Legal Initiatives | 9/2021 |
2 | Washington, District of Columbia | Board Member | 10/2021 | |
3 | Karlo Ng Consulting | Berkeley, California | Consultant | 8/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Alliance for Safe Housing | Salary | $125,297 | |
2 | Karlo Ng Consulting | consulting fees | $1,920 | |
3 | ABA 401k Account | |||
3.1 | 2045 Retirement Date Fund R2 | $100,001 - $250,000 | 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 | San Francisco Day School | salary | ||
2 | TIAA 403b Plan | |||
2.1 | TIAA 403b Plan - Guaranteed Assets | $15,001 - $50,000 | ||
2.2 | TIAA 403b Plan - Equities | $250,001 - $500,000 | ||
2.3 | TIAA 403b Plan - Real Estate | $1,001 - $15,000 | ||
2.4 | TIAA 403b Plan - Fixed Income | $15,001 - $50,000 | ||
2.5 | TIAA 403b Plan - Money Market | $15,001 - $50,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank of America Checking Account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Bank of America Checking Account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Capital One Savings | $15,001 - $50,000 | Interest | None (or less than $201) |
4 | CalSTRS (California State Teachers Retirement System) | |||
4.1 | Defined Benefit | $1,001 - $15,000 | ||
4.2 | Defined Benefit Supplement | $1,001 - $15,000 | ||
5 | MetLife 401k Plan | |||
5.1 | Invesco Global Equity Portfolio | $1,001 - $15,000 | ||
5.2 | Aggregate Bond Index Portfolio | $1,001 - $15,000 | ||
5.3 | Morgan Stanley Discovery Portfolio | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | NIKE INC -CL B | Purchase | 10/26/2021 | $1,001 - $15,000 |
2 | CONSTELLATION BRANDS INC-A | Purchase | 10/27/2021 | $1,001 - $15,000 |
3 | ABBVIE INC | Purchase | 10/29/2021 | $1,001 - $15,000 |
4 | ELECTRONIC ARTS INC | Purchase | 10/29/2021 | $1,001 - $15,000 |
5 | HOULIHAN LOKEY INC | Purchase | 11/01/2021 | $1,001 - $15,000 |
6 | Sale | 10/22/2021 | $1,001 - $15,000 | |
7 | Sale | 10/25/2021 | $1,001 - $15,000 | |
8 | Sale | 10/26/2021 | $1,001 - $15,000 | |
9 | Sale | 10/28/2021 | $1,001 - $15,000 | |
10 | Sale | 10/29/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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