Estimated Net Worth
- $533 K - $1.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Oakland, California | Special Counsel | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Department of Industrial Relations | Salary | $42,584 | |
2 | Calpers (California Public Employees' Retirement System), defined benefit plan | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Altshuler Berzon LLP Profit Sharing Plan | |||
4.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2017 | |
2 | Sacramento, California | I will continue to participate in this defined benefit plan. | 2/2019 |
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 San Francisco | salary | ||
2 | San Francisco Deferred Compensation Plan | None (or less than $201) | ||
2.1 | Northern Trust Collective S&P 500 Index Fund - DC - Non-Lending-Tier 4 | $1,001 - $15,000 | None (or less than $201) | |
2.2 | World Core Equity Portfolio Institutional Class Shares (DREIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | EuroPacific Growth Fund Class R6 Shares (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Hartford Schroders International Multi-Cap Value Fund Class I Shares (SIDNX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX) | $1,001 - $15,000 | None (or less than $201) | |
3 | BlackRock LifePath Index Retirement Fund Institutional Shares (LIRIX) | $100,001 - $250,000 | None (or less than $201) | |
4 | DC Deferred Compensation Plan | |||
4.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank savings account | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank checking account | $15,001 - $50,000 | Interest | None (or less than $201) |
3 | ScholarShare 529 Plan | |||
3.1 | TIAA-CREF Equity Index Fund Institutional Class Shares (TIEIX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | TIAA-CREF International Equity Index Fund Institutional Class Shares (TCIEX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | TIAA-CREFEmerging Markets Equity Index Fund Institutional Class Shares (TEQLX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard Real Estate Index Fund Institutional Class Shares (VGSNX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | TIAA-CREF Bond Index Fund Institutional Class Shares (TBIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Super Lucky Casino Inc. (gaming company) | Sale | 02/01/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Republic Bank | $50,001 - $100,000 | 2013 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 4 | Interest was sold on February 1, 2021, prior to entering government service. Sellers will continue to receive earn-out payments through 2023, although they no longer own an interest in company. |
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