Estimated Net Worth
- $160 K - $533 K
Salary
- Unknown
Employment
- Started 06/05/2022
Records
Financial Disclosure Details - OGE Form 278e (07/01/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Oakland, California | Chief Operating Officer | 4/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Green The Church | Consulting Fees | $68,325 | |
2 | LiveWell Mutual Fund IRA | |||
2.1 | American Funds Europacific | None (or less than $1,001) | $201 - $1,000 | |
2.2 | Janus Henderson Flexible Bond Fund Class R Shares (JDFRX) | $1,001 - $15,000 | $2,501 - $5,000 | |
2.3 | Fidelity Advisor Growth Opportunities Fund Class M Shares (FAGOX) | None (or less than $1,001) | $201 - $1,000 | |
2.4 | American Funds Growth Fund of Amer F1 | $1,001 - $15,000 | $1,001 - $2,500 | |
2.5 | Franklin DynaTech Fund Class R Shares (FDNRX) | None (or less than $1,001) | $201 - $1,000 | |
2.6 | Eaton Vance Atlanta Capital SMID-Cap | None (or less than $1,001) | $201 - $1,000 | |
3 | LiveWell Mutual Fund - Roth IRA | |||
3.1 | American Funds Europacific Gr F1 | None (or less than $1,001) | $201 - $1,000 |
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 |
---|---|---|---|
1 | Oakland, California | Served as a consultant with this organization in the position of Chief Operating Officer. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Applied Integrated Technologies (Cyber Security, Information Technology, Intel Analysis support) | salary | ||
2 | SAIC - C/O Computershare Employee Stock | $1,001 - $15,000 | None (or less than $201) | |
3 | American General Life - IRA | |||
3.1 | ML Strategic Balanced Index | $15,001 - $50,000 | None (or less than $201) | |
3.2 | PIMCO Global Optima Index | $15,001 - $50,000 | None (or less than $201) | |
3.3 | S&P 500 2-Year PTP Participation Rate | $15,001 - $50,000 | None (or less than $201) | |
3.4 | 1 Year Fixed Interest account | $15,001 - $50,000 | Dividends | None (or less than $201) |
3.5 | S&P Annual PTP with Cap | $15,001 - $50,000 | None (or less than $201) | |
4 | Science Applications International Corp (SAIC) Ret Plan | |||
4.1 | Vanguard Target Retire 2030 Tr P | $15,001 - $50,000 | Dividends | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | US domestic bank (cash accounts) | $15,001 - $50,000 | ||
1.1 | US domestic bank (cash accounts) - Savings | $50,001 - $100,000 | Interest | 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 |
---|---|---|
Nothing reported in this section |
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