Observations
- Millionaire
Estimated Net Worth
- $11.3 M - $45.1 M
Salary
- Unknown
Employment
- Started 12/16/2021
Financial Disclosure Details - OGE Form 278e (05/23/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Stanford, California | Professor of the Practice of International Finance; Tad and Diane Policy Fellow at Stanford Institute for Economic Policy Research | Present | |
2 | Washington, District of Columbia | Policy Lead for International Economics; Member of State Department Agency Review Team | 1/2021 | |
3 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | STANFORD UNIVERSITY | Salary | $223,950 | |
2 | IRA #1 | |||
2.1 | ISHARES MSCI EMERGING MARKETS ETF - EEM | $50,001 - $100,000 | None (or less than $201) | |
2.2 | FIDELITY GOVERNMENT CASH RESERVES | $15,001 - $50,000 | None (or less than $201) | |
2.3 | SPDR S&P 500 ETF TRUST - SPY | $1,001 - $15,000 | None (or less than $201) | |
2.4 | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - VEA | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | ISHARES MSCI EMERGING MARKETS ETF - EEM | $15,001 - $50,000 | None (or less than $201) | |
3.2 | FIDELITY GOVERNMENT CASH RESERVES | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA #3 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Stanford, California | I will continue to participate in this defined contribution plan. Neither the plan sponsor nor I will not make further contributions after I separate from Stanford. | 10/2018 | |
2 | Newport Beach, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2006 | |
3 | Newport Beach, California | I will continue to receive current distributions of dividends/earnings from underlying investments, while distributions of deferred income will begin in 2024 (i.e., 10 years after separation from PIMCO). No further contributions by Allianz/PIMCO. | 6/2008 | |
4 | Newport Beach, California | Subject to Tax Equalization agreement for int'l assignment in Singapore while working for PIMCO. PIMCO paid for tax preparation services and was responsible for all tax obligations in the US and Singapore incurred as a result of my overseas posting in 2012-2014. PIMCO remains obligated if there are any tax preparation services or future payments to relevant tax authorities of the governments of Singapore, US, CA, or other tax authorities stemming from my overseas assignment, or to me if adjustment or recalculation results in monies owed me. | 1/2012 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Stanford, California | Professor of the Practice of International Finance; Tad and Diane Taube Policy Fellow at the Stanford Institute for Economic Policy Research |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | CASH ACCOUNT (U.S. BANK #1) | $50,001 - $100,000 | None (or less than $201) | |
2 | CASH ACCOUNT (U.S. BANK #2) | $50,001 - $100,000 | None (or less than $201) | |
3 | CASH ACCOUNT (U.S. BROKERAGE) | $250,001 - $500,000 | None (or less than $201) | |
4 | BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST - BFZ | $1,001 - $15,000 | None (or less than $201) | |
5 | BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST - BTT | $1,001 - $15,000 | $201 - $1,000 | |
6 | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND - MUC | $1,001 - $15,000 | $201 - $1,000 | |
7 | BLACKROCK MUNIYIELD CALIFORNIA FUND - MYC | $1,001 - $15,000 | None (or less than $201) | |
8 | BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND - MCA | $1,001 - $15,000 | None (or less than $201) | |
9 | EATON VANCE CALIFORNIA MUNICIPAL BOND FUND - EVM | $1,001 - $15,000 | None (or less than $201) | |
10 | FIDELITY GOVERNMENT MONEY MARKET - SPAXX | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | All trust assets reported. |
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