Estimated Net Worth
- $200 K - $900 K
Salary
- Unknown
Employment
- Started 04/04/2022
Financial Disclosure Details - OGE Form 278e (04/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Veterans Village of San Diego | San Diego, California | President and Chief Executive Officer | 2/2020 |
2 | National University | San Diego, California | Senior Vice President | 3/2022 |
3 | Woody Williams Foundation | Louisville , Kentucky | Board of Director | 4/2022 |
4 | Vietnam Veterans Memorial Fund | Arlington , Virginia | Board of Director | 4/2022 |
5 | Kaplan Public Service Foundation | New York City, New York | Board of Directors | 4/2022 |
6 | Infinite Hero Foundation | Foothill Ranch, California | Board of Directors | 4/2022 |
7 | Classy | San Diego, California | Leadership Council | 4/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2 | CREF Stock | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA#1 | |||
3.1 | AMERICAN FUNDS CAPITAL INCOME BUILDER FUND CL F2 N/L | $15,001 - $50,000 | $201 - $1,000 | |
3.2 | AMERICAN INTERNATIONAL GROWTH & INCOME FUND CL F-2 N/L | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | AMG RIVER ROAD DIVIDEND ALL CAP VALUE FUND CL I N/L | $1,001 - $15,000 | $1,001 - $2,500 | |
3.4 | BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND INSTL CL N/L | $15,001 - $50,000 | $1,001 - $2,500 | |
3.5 | COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L | $15,001 - $50,000 | $201 - $1,000 | |
3.6 | FEDERATED HERMES STRATEGIC VALUE DIV FD INSTL SHRS IS N/L | $15,001 - $50,000 | $1,001 - $2,500 | |
3.7 | HAMLIN HIGH DIVIDEND EQUITY FUND INSTL CL N/L | $15,001 - $50,000 | $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 |
|---|---|---|---|
Nothing reported in this section | |||
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 | US Bank#1 | $1,001 - $15,000 | None (or less than $201) | |
2 | US Bank#2 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class Shares (PPSIX) | Purchase | 01/21/2022 | $1,001 - $15,000 |
2 | BlackRock Multi-Asset Income Portfolio Institutional Shares (BIICX) | Purchase | 01/21/2022 | $1,001 - $15,000 |
3 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | Purchase | 02/07/2022 | $1,001 - $15,000 |
4 | International Growth & Income Fund Class F2 Shares (IGFFX) | Purchase | 05/04/2022 | $1,001 - $15,000 |
5 | Capital Income Builder Class F2 Shares (CAIFX) | Purchase | 05/04/2022 | $1,001 - $15,000 |
6 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | Purchase | 05/04/2022 | $1,001 - $15,000 |
7 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | Purchase | 05/04/2022 | $1,001 - $15,000 |
8 | Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class Shares (PPSIX) | Purchase | 05/04/2022 | $1,001 - $15,000 |
9 | Hamlin High Dividend Equity Fund Institutional Class Shares (HHDFX) | Purchase | 05/04/2022 | $1,001 - $15,000 |
10 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | Purchase | 05/04/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | USAA Signature VISA | $10,001 - $15,000 | 1996 | revolving |
2 | American Express | $15,001 - $50,000 | 2012 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | Non-profit, unpaid, volunteer position. |
1 | 4 | Non-profit, unpaid, volunteer position. |
1 | 5 | Non-profit, Unpaid, Volunteer position |
1 | 6 | Non-profit, unpaid, volunteer position |
1 | 7 | Unpaid position on Classy Leadership Council for 2021. B Corp. |
2 | 1 | Account request to close on 26 April, and fully closed on 27 April 2022. Funds fully transferred to IRA#1. |
2 | 2 | Account request to close on April 26. Account fully closed on April 27, 2022 and all funds transferred to IRA#1. |
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