Observations
- Millionaire
Estimated Net Worth
- $860.3 M - $3.0 B
Salary
- Unknown
Employment
- Started 07/14/2022
Records
- OGE Form 278t (05/17/2023)
- OGE Form 278t (05/01/2023)
- OGE Form 278t (04/14/2023)
- OGE Form 278t (03/30/2023)
- OGE Form 278t (03/09/2023)
- OGE Form 278t (02/16/2023)
- OGE Form 278t (02/06/2023)
- OGE Form 278t (01/18/2023)
- OGE Form 278t (12/15/2022)
- OGE Form 278t (11/21/2022)
- OGE Form 278t (10/11/2022)
- OGE Form 278t (09/28/2022)
- OGE Form 278e (06/25/2021)
Financial Disclosure Details - OGE Form 278e (06/25/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Los Angeles, California | Chief Executive Officer | 2/2021 | |
2 | Cincinnati, Ohio | Director | Present | |
3 | San Francisco, California | Director | 5/2020 | |
4 | Palo Alto, California | Director | 4/2019 | |
5 | Detroit, Michigan | Director | Present | |
6 | New York, New York | Director | Present | |
7 | Santa Monica, California | Advisor | Present | |
8 | Los Angeles, California | Advisor | Present | |
9 | Philadelphia, Pennsylvania | Advisor | Present | |
10 | Los Angeles, California | Director | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | QBI Holdings, LLC (Quibi) | Salary/Bonus | $2,127,049 | |
2 | Procter & Gamble Company | Director Fees | $180,000 | |
3 | Procter & Gamble Company vested restricted stock units | $1,000,001 - $5,000,000 | None (or less than $201) | |
4 | Procter & Gamble Company unvested restricted stock units | $100,001 - $250,000 | None (or less than $201) | |
5 | Dropbox, Inc | Director Fees | $40,014 | |
6 | Dropbox, Inc, restricted stock units | None (or less than $1,001) | RSUs vested | $289,232 |
7 | FIGS, unvested nonstatutory stock options | $100,001 - $250,000 | None (or less than $201) | |
8 | General Motors Company, deferred share units to be received January 2022 | $50,001 - $100,000 | None (or less than $201) | |
9 | GoBrands, Inc, vested restricted stock units | $50,001 - $100,000 | None (or less than $201) | |
10 | GoBrands, Inc, unvested restricted stock units | $500,001 - $1,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Cincinnati, Ohio | Restricted stock units vest one year after issuance. Vested restricted stock units are normally settled one year following termination of service on the board of directors. However, Procter & Gamble Company will accelerate the payment of my vested restricted stock units upon my resignation. In accordance with the award, payment is made in the form of common stock or such other form of payment as determined by the board of directors. Unvested restricted stock units are forfeited in the event of termination of service prior to the date of vesting. | 10/2011 | |
2 | Santa Monica, California | Filer participates in a nonstatutory stock option award. One fourth of the award vests six months after issuance with the balance vesting ratably over the following eighteen month period. The options expire March 15, 2031. On termination of continuous service, participant may exercise any vested stock option within the earlier period ending three months after termination of service and the expiration of the option period. Unvested options are forfeited on termination of continuous service. | 3/2021 | |
3 | Detroit, Michigan | Filer was appointed to the board of directors on March 25, 2021. Pursuant to a plan, the filer receives a grant of deferred share units (DSU) equal in value to one share of GM common stock, which are fully vested upon grant but does not have voting rights. DSUs will not be available for disposition until after the Filer leaves the Board. Pursuant to company policy, Filer is provided use of a company automobile. This benefit will end upon termination. If Filer remains on the board into 2022, she will receive another grant, at least 50% of which must be DSUs. If Filer takes the remaining 50% in cash, but terminates her board service prior to the end of 2022, she would receive a prorated amount of the cash grant. Filer also would receive a cash payment or payments based on the number of DSUs in her account valued at the average daily closing market price for the quarter immediately preceding payment. Filer will be paid in a lump sum or in annual installments for up to five years, based on the deferral elections. | 3/2021 | |
4 | Philadelphia, Pennsylvania | Filer began serving as an advisor to the company on May 5, 2021. Filer was awarded restricted stock units that are subject to a service based requirement and a liquidity event deadline. The service-based requirement is satisfied in a series of twenty-four successive monthly installments. The restricted stock units expire on the first to occur of the following: May 10, 2028; the liquidity event deadline; and, with respect to restricted stock units that have not satisfied the service-based requirement, termination of service. The restricted stock units are satisfied in shares. | 5/2021 | |
5 | Los Angeles, California | Filer was appointed to the InStride Advisory Board of Attainment Holdco, LLC on March 5, 2021. Attainment Management Holdings, LLC issued Class B tracking incentive units to Filer, fifty percent of which units vested immediately and the balance vest monthly over a four year period. Unvested incentive units are forfeited on termination of service. | 3/2021 | |
6 | Palo Alto, California | Filer will continue to participate in this defined contribution plan. Neither Filer nor the company will make further contributions. | 1/2013 | |
7 | New York, New York | Filer serves on the board of directors of Lead Edge Growth Opportunities, Ltd (the "Company"), a special purchase acquisition company formed for the purpose of entering into a combination with one or more businesses (the "Combination"). The Class A shares of the Company are listed on the NASDAQ. In accordance with an agreement with the Company, Filer acquired unvested Class B shares of the Company. The Class B shares convert to Class A shares at the time of the Combination. The shares are subject to sale and transfer restrictions. In the event that Filer terminates service as a director prior to the Combination, the shares may be repurchased at the initial purchase price. | 3/2021 | |
8 | Wilmington, Delaware | Filer acquired through MCW Gaming LLC an interest in GEEX Sponsor, LLC, which entity owns Class B shares of Games & Esports Experience Acquisition Corp ("Company"), a special purpose acquisition company formed for the purpose of entering into a combination with one or more businesses (the "Combination"). Filer also acquired Company Class B shares. The Class B shares of Company are unvested. The Class B shares of the Company are repurchased if an initial public offering does not occur prior to December 31, 2021 or Filer fails to serve on the Company board of directors. The Class B shares convert to Class A shares on the closing of a business Combination. The shares are subject to sale and transfer restrictions. In the event that Filer terminates service as a director of the Company after the initial offer and prior to the Combination, the shares may be repurchased at the initial purchase price. | 5/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Cincinnati, Ohio | Serve on the Board of Directors | |
2 | Los Angeles, California | Served as CEO of the company | |
3 | Palo Alto, California | Served on the Board of Directors | |
4 | San Fancisco, California | Served on the Board of Directors | |
5 | Santa Monica, California | Serve as Advisor to the company | |
6 | Philadelphia, Pennsylvania | Serve as Advisor to the company | |
7 | Los Angeles, California | Serve as Advisor to the company |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | University of California, Davis | Salary and bonus | ||
2 | Massachusetts General Physicians Organization Deferred Compensation Plan II | |||
2.1 | Fidelity New Millennium Fund (FMILX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | GS FINANCIAL SQUARE TREASURY SOLUTIONS FUND (FEDXX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | GS FINANCIAL SQUARE TREASURY SOLUTIONS FUND (FEDXX) | $50,001 - $100,000 | None (or less than $201) | |
4.2 | SPDR S&P 500 ETF (SPY) | $1,000,001 - $5,000,000 | None (or less than $201) | |
5 | University of California Retirement Plan Defined Benefit Plan | $50,001 - $100,000 | None (or less than $201) | |
6 | Stanford 457B Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Family Irrevocable Trust #1 | |||
1.1 | Wilmington US Government Money Market Fund Select Class Shares (WGEXX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.2 | Palmyra Peak LP | |||
1.2.1 | Brokerage Account #1 (PP) | |||
1.2.1.1 | UNIVERSITY CALIF REVS REV 3.0630% 07/01/25 Municipal Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.2.1.2 | LOS ANGELES CALIF GO 3.4500% 09/01/25 Municipal Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.2.1.3 | CALIFORNIA ST GO 3.0000% 04/01/24 Municipal Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.2.1.4 | CALIFORNIA ST GO 5% 09/01/26 Municipal Bond | $15,001 - $50,000 | Interest | $201 - $1,000 |
1.2.1.5 | LOS ANGELES CALIF HBR DEPT REV REV 5% 08/01/26 Municipal Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.2.1.6 | SAN JOAQUIN HILLS CALIF REV 0.0000% 01/01/23 Municipal Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Goldman Sachs | Over $50,000,000 | 2019 | 6 months |
2 | Goldman Sachs | $5,000,001 - $25,000,000 | 2016 | on demand |
3 | Goldman Sachs | $1,000,001 - $5,000,000 | 2021 | on demand |
4 | Audax Private Equity Fund VI-A | $1,000,001 - $5,000,000 | 2019 | on demand |
5 | Crestview Partners IV | $5,000,001 - $25,000,000 | 2020 | on demand |
6 | Chase | $15,001 - $50,000 | 2021 | revolving |
7 | Lizard Head Peak LP | $5,000,001 - $25,000,000 | 2020 | 9 years |
8 | Lizard Head Peak LP | $5,000,001 - $25,000,000 | 2019 | 9 years |
9 | Palmyra Peak LP | $500,001 - $1,000,000 | 2020 | 9 years |
10 | Whitford Limited Partnership | $5,000,001 - $25,000,000 | 2020 | 9 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
1 | 10 | Filer is not compensated for this position. |
1 | 11 | Filer is not compensated for this position. |
1 | 12 | Filer is not compensated for this position. |
1 | 13 | Filer is not compensated for this position. |
1 | 14 | Filer is not compensated for this position. |
1 | 15 | Filer is not compensated for this position. |
1 | 16 | Filer is not compensated for this position. |
1 | 17 | Filer is not compensated for this position. |
1 | 18 | Filer is not compensated for this position. |
1 | 19 | Filer is not compensated for this position. |
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