Observations
- Millionaire
Estimated Net Worth
- $12.1 M - $29.5 M
Salary
- Unknown
Employment
- Started 06/16/2021
Financial Disclosure Details - OGE Form 278e (09/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Chief Executive Officer | 1/2021 | |
2 | Los Angeles, California | Member, Board of Directors | 1/2021 | |
3 | Oakland, California | Member, Board of Directors | 1/2021 | |
4 | Washington, District of Columbia | Co-Chair, Water Forum | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | US Water Alliance, Washington, DC | Salary, Bonus, Unused Leave | $348,460 | |
2 | Roth IRA | |||
2.1 | Schwab U.S. Broad Market ETF (SCHB) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Mid-Cap Index Fund ETF (VO) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Total Stock Market Index Fund ETF Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Water Alliance, 401(k) plan | |||
3.1 | Vanguard Target Retirement 2040 Fund Investor Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the employer ceased making contributions upon my separation. | 1/2017 |
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 | Direct Commerce Inc (financial services) | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Irrevocable Trust: 100% beneficiary | |||
1.1 | Schwab Government Money Fund Sweep Class Shares (SWGXX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | PIMCO Income Fund Institutional Class Shares (PIMIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.3 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Alphabet, Inc. (GOOGL) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | BHP Group Limited | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.7 | Costco Wholesale Corp. (COST) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.8 | Intel Corp. (INTC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.9 | Johnson and Johnson | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco S&P 500 Equal Weight Utilities ETF (RYU) | Sale | 02/22/2021 | $15,001 - $50,000 |
2 | Chevron Corporation (CVX) | Sale | 02/22/2021 | $15,001 - $50,000 |
3 | Vanguard Growth Index Fund ETF Shares (VUG) | Purchase | 02/22/2021 | $1,001 - $15,000 |
4 | Vanguard Dividend Appreciation Index Fund ETF Shares (VIG) | Purchase | 02/22/2021 | $15,001 - $50,000 |
5 | Berkshire Hathaway Inc. (BRK-B) | Sale | 04/29/2021 | $15,001 - $50,000 |
6 | Utilities Select Sector SPDR Fund (XLU) | Sale | 04/29/2021 | $15,001 - $50,000 |
7 | Fidelity MSCI Utilities Index ETF (FUTY) | Sale | 04/12/2021 | $1,001 - $15,000 |
8 | Vanguard Emerging Markets Government Bond Index Fund ETF Shares (VWOB) | Purchase | 04/20/2021 | $1,001 - $15,000 |
9 | Medtronic plc (MDT) | Purchase | 01/29/2021 | $1,001 - $15,000 |
10 | Carrier Global Corporation (CARR) | Sale | 02/02/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Pennymac | $250,001 - $500,000 | 2021 | 30 year fixed rate |
2 | Chase Bank | $500,001 - $1,000,000 | 2013 | 30 years |
3 | SoFi | $50,001 - $100,000 | 2021 | 3 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | Filer is the 100% beneficiary of this trust. |
6 | 2 | The reported values are the total values in the Irrevocable Trust. Filer has a 50% interest in each of the trust's assets. |
6 | 3 | The reported values are the total values in the Limited Partnership. Filer has a 5% limited partnership interest and each of filer's dependent children have 22% limited partnership interests in the total assets. Filer has a 49% imputed interest in the Limited Partnership |
6 | 5 | The reported values are the total values in the Limited Partnership. Filer has a 5% limited partnership interest and each of the the Filer's dependent children have 22% limited partnership interest in the total assets. Filer has a 49% imputed interest in the Limited Partnership |
6 | 6 | Reported values are total values in the Limited Partnership. Filer has a 5% limited partnership interest and each of the Filer's dependent children have 22% limited partnership interest in the total values. Filer has a 49% imputed interest in the Limited Partnership |
6 | 6.37 | Asset #1 |
6 | 7 | The reported values are the total values in the Irrevocable Trust. Filer has a 50% interest in each of the assets in the trust |
7 | 18 | Sale from Limited Partnership. |
7 | 19 | Sale from limited partnership. |
7 | 20 | Sale from limited partnership. |
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