Observations
- Millionaire
Estimated Net Worth
- $6.5 M - $31.2 M
Salary
- $110 K
Records
Financial Disclosure Details - OGE Form 278e (05/04/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | Campaign Director | 4/2021 | |
2 | San Francisco, California | Executive Director- NTI | 1/2021 | |
3 | Santa Barbara, California | Board Member | 4/2021 | |
4 | Oakland, California | Advisor | 4/2021 | |
5 | Washington, District of Columbia | Outreach Advisor | 1/2021 | |
6 | Danville, California | Sole proprietor/owner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | TS3J | salary | $1,762 | |
2 | TS3J, 401(k) plan: | |||
2.1 | TIAA-CREF Lifecycle Index 2055 Fund Institutional Class Shares (TTIIX) | $15,001 - $50,000 | None (or less than $201) | |
3 | FAHR LLC, 401(k) plan: | $50,001 - $100,000 | $50,001 - $100,000 | |
3.1 | Dodge & Cox Income I | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Dodge & Cox Balanced I | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Dodge & Cox Global Stock I | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Dodge & Cox International Stock I | $1,001 - $15,000 | None (or less than $201) | |
3.5 | TIAA-CREF Core Impact Bond Fund Retirement Class Shares (TSBBX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco , California | Filer is anticipating reimbursement for work expenses, such as travel and lodging. Payments are anticipated to be received in 2022. | 1/2021 | |
2 | Danville, California | This is filer's business,. It will remain dormant while filer is in federal service. Filer is anticipating payment for services rendered. Payment is estimated to be about $20,000 and will likely be received in 2022. | 7/2020 | |
3 | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2018 | |
4 | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 5/2020 | |
5 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2017 | |
6 | San Francisco, California | Filer is anticipating reimbursement for work expenses, such as travel and lodging. Payments are anticipated to be received in 2022. | 1/2021 |
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 | CEO/CO-Founder of Lenme (Fintech) | $5,000,001 - $25,000,000 | Business Income |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate (Danville, California) | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
2 | Apple, Inc. (AAPL) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
3 | Uber Technologies, Inc. (UBER) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
4 | U.S. bank #1 (cash/checking) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. bank #2 (cash/savings) | $100,001 - $250,000 | None (or less than $201) | |
6 | U.S. bank #3 (cash/checking) | $250,001 - $500,000 | None (or less than $201) | |
7 | U.S. bank #4 (cash/checking) | $50,001 - $100,000 | None (or less than $201) | |
8 | General Motors Co. (GM) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
9 | American Airlines Group, Inc. (AAL) | None (or less than $1,001) | Capital Gains | $5,001 - $15,000 |
10 | Fidelity Blue Chip Growth K6 Fund (FBCGX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | APPLE | Sale | 06/14/2022 | $1,001 - $15,000 |
2 | American Airlines | Sale | 05/05/2022 | $1,001 - $15,000 |
3 | General Motors Co. (GM) | Sale | 06/03/2022 | $1,001 - $15,000 |
4 | Lyft, Inc. (LYFT) | Sale | 06/04/2021 | $1,001 - $15,000 |
5 | Uber Technologies, Inc. (UBER) | Sale | 06/04/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $500,001 - $1,000,000 | 2020 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 6 | This business is dormant and will remain so while filer is in federal service. |
2 | 6 | Filer is anticipating the income amount for services to be paid in 2022. |
6 | 2 | Filer divested of this asset after joining federal service. |
6 | 3 | Filer divested of this asset after joining federal service. |
6 | 8 | Filer divested of this asset after joining federal service. |
6 | 9 | Filer divested of this asset after joining federal service. |
6 | 11 | Filer divested of this asset after joining federal service. Sale was below reportable threshold in Part 7. |
6 | 12 | This entry should have been reported in the New Entrant Report. Filer inadvertently omitted it. |
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