Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $13.3 M
Salary
- Unknown
Employment
- Started 12/06/2023
Records
Financial Disclosure Details - OGE Form 278e (01/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Latino Victory | Washington DC, District of Columbia | President and CEO | Present |
2 | Actum | Los Angeles, California | Advisory Board Member | Present |
3 | Aspen Institute Latinos and Society Program | Washington, District of Columbia | Advisory Board Member | Present |
4 | Planned Parenthood Action Fund | Washington, District of Columbia | Board Member | Present |
5 | HOPE Binational Fellowship Advisory Group, Hispanas Organized for Political Equality | Los Angeles, California | Chair | Present |
6 | Hispanic Federation | New York City, New York | Board Member | Present |
7 | Washington, District of Columbia | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Latino Victory, anticipated bonus | $15,001 - $50,000 | None (or less than $201) | |
2 | Latino Victory | Salary/Bonus | $311,458 | |
3 | City of Los Angeles, defined benefit plan | $50,001 - $100,000 | None (or less than $201) | |
4 | IRA Traditional | |||
4.1 | MORGAN STANLEY BANK N.A. | $1,001 - $15,000 | None (or less than $201) | |
4.2 | DBX ETF TR XTRACK HRVST CSI | $1,001 - $15,000 | None (or less than $201) | |
4.3 | ISHARES MSCI EMU ETF | $15,001 - $50,000 | None (or less than $201) | |
4.4 | ISHARES MSCI PAC EX-JPN ETF | $1,001 - $15,000 | None (or less than $201) | |
4.5 | ISHARES S&P 500 GRWTH ETF | $15,001 - $50,000 | None (or less than $201) | |
4.6 | ISHARES S&P 500 VAL ETF | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Latino Victory | Washington DC, District of Columbia | I am entitled to receive an annual year-end bonus based on my performance in calendar year 2022. I will receive this payment in February 2023. | 12/2022 |
2 | Los Angeles, California | I will continue to participate in this defined benefit plan. | 4/1999 | |
3 | Latino Victory | Washington D.C., District of Columbia | I will continue to participate in this defined contribution plan. | 5/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Latino Victory | Washington DC, District of Columbia | Manages day to day activities and strategic direction of Latino Victory including fundraising, communications, campaigns, and political execution. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Lundbeck | salary, bonus | ||
2 | University of Pittsburgh Medical Center (UPMC Enterprise) (Nonprofit Health Enterprise) | consulting fees | ||
3 | Xalud Therapeutic (Biotechnology) | $100,001 - $250,000 | None (or less than $201) | |
4 | IRA Traditional | |||
4.1 | DBX ETF TR XTRACK HRVST CSI | $15,001 - $50,000 | None (or less than $201) | |
4.2 | GLOBAL X LITHIUM & BATTERY T | $15,001 - $50,000 | None (or less than $201) | |
4.3 | ISHARES GLOBAL CLEAN ENERG ETF | $15,001 - $50,000 | None (or less than $201) | |
4.4 | ISHARES MSCI INDIA ETF | $15,001 - $50,000 | None (or less than $201) | |
4.5 | SPDR S&P KENSHO NEW ECONOMIE | $15,001 - $50,000 | $201 - $1,000 | |
4.6 | CAMBIAR SMID INVESTOR | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Chestnut Hill, Massachusetts | $1,000,001 - $5,000,000 | Rent or Royalties | $100,001 - $1,000,000 |
2 | U.S. bank # 2 (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | Danske Bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Individual Managed Account | |||
4.1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | ISHARES MSCI EMU ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
4.4 | ISHARES MSCI PAC EX-JPN ETF | $1,001 - $15,000 | $201 - $1,000 | |
4.5 | ISHARES S&P 500 GRWTH ETF | $15,001 - $50,000 | $201 - $1,000 | |
4.6 | ISHARES S&P 500 VAL ETF | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $10,001 - $15,000 | 2022 | revolving |
2 | Bank of America | $10,001 - $15,000 | 2022 | revolving |
3 | American Express | $10,001 - $15,000 | 2022 | revolving |
4 | American Express | $15,001 - $50,000 | 2022 | revolving |
5 | Bank of America | $500,001 - $1,000,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | I have not yet received my first payment. |
8 | 5 | Note: Interest rate reflects rate modification provided by Bank of America in 2022. |
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