Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $3.8 M
Salary
- Unknown
Employment
- Started 12/20/2023
Financial Disclosure Details - OGE Form 278e (04/10/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Traditional IRA | Cash distribution | $14,000 | |
1.1 | VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | $250,001 - $500,000 | None (or less than $201) | |
3 | California Public Employees' Retirement System, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
4 | O'Melveny & Myers LLP 401(k) Plan | |||
4.1 | FXAIX - Fidelity 500 Index Fund | $100,001 - $250,000 | None (or less than $201) | |
4.2 | DODGX - Dodge & Cox Stock Fund | $50,001 - $100,000 | None (or less than $201) | |
4.3 | VMCIX - Vanguard Mid-Cap Index Fund Institutional Shares | $50,001 - $100,000 | None (or less than $201) | |
4.4 | FTIHX - Fidelity Total International Index Fund | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sacramento, California | I will continue to participate in this defined benefit plan. | 4/2004 | |
2 | Los Angeles, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 12/1996 | |
3 | K&L Gates LLP | Pittsburgh, Pennsylvania | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/1995 |
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 | Spouse Traditional IRA | Cash Distribution | $12,500 | |
1.1 | VTTHX - Vanguard Target Retirement 2035 Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Spouse Roth IRA | |||
2.1 | VTIAX - Vanguard Total International Stock Index Fund Admiral Shares | $100,001 - $250,000 | None (or less than $201) | |
2.2 | VTTHX - Vanguard Target Retirement 2035 Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Japan Travelers Services Inc. | Contracting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | US bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
4 | Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) | $250,001 - $500,000 | $15,001 - $50,000 | |
5 | Vanguard Windsor II Fund Admiral Shares (VWNAX) | $100,001 - $250,000 | $15,001 - $50,000 | |
6 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Janus Henderson Overseas Fund Class D Shares (JNOSX) | $100,001 - $250,000 | $1,001 - $2,500 | |
10 | Universal life insurance - Standard Insurance Co. | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $250,001 - $500,000 | 2021 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Distribution part of Roth conversion. |
5 | 1 | Distribution part of Roth conversion. |
5 | 3 | Spouse is an independent contractor with Japan Travelers Services Inc. |
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