Observations
- Millionaire
Estimated Net Worth
- $19.2 M - $84.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2024)
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 | Stripe, Inc., restricted stock units | None (or less than $1,001) | $1,000,001 - $5,000,000 | |
2 | Rollover IRA | |||
2.1 | Cash in reserve | $1,001 - $15,000 | Interest | None (or less than $201) |
2.2 | iShares Core MSCIEmerging Markets ETF (IEMG) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | BlackRock Total Return Fund Institutional Shares (MAHQX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE) | $250,001 - $500,000 | None (or less than $201) | |
2.6 | iShares Core Total USD Bond Market ETF (IUSB) | $50,001 - $100,000 | None (or less than $201) | |
2.7 | iShares Treasury Floating Rate Bond ETF (TFLO) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | iShares Currency Hedged MSCI EAFE ETF (HEFA) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Stripe, Inc. | San Francisco, California | I will retain vested options | 6/2015 |
2 | Stripe, Inc. | San Francisco, California | All remaining RSUs were sold in 2023. | 10/2017 |
3 | Community Initiatives | Oakland, California | I will continue to participate in this defined contribution plan. The plan sponsor has and will not make further contributions after my separation. | 7/2020 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Neo Fund 1.0 LP | $50,001 - $100,000 | Capital Gains | None (or less than $201) |
2 | Neo Fund 2.0 LP | $50,001 - $100,000 | None (or less than $201) | |
3 | We Mission LLC | $15,001 - $50,000 | None (or less than $201) | |
4 | Leadout Capital II | $15,001 - $50,000 | None (or less than $201) | |
5 | Ford Street Ventures | $100,001 - $250,000 | None (or less than $201) | |
6 | K06 Fund 1 (Kopperfield) | $1,001 - $15,000 | None (or less than $201) | |
7 | (Cash) U.S. Bank (Charles Schwab) | $500,001 - $1,000,000 | Interest | $1,001 - $2,500 |
8 | (Cash) U.S. Bank (Wells Fargo) | $500,001 - $1,000,000 | Interest | $1,001 - $2,500 |
9 | Dance GmbH (e-bike service) | $50,001 - $100,000 | None (or less than $201) | |
10 | Lumen Energy Inc (clean energy financing) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | META PLATFORMS INC CLASS A | Sale | 03/20/2023 | $500,001 - $1,000,000 |
2 | Meta Platforms Inc. Class A Common Stock (META) | Sale | 05/22/2023 | $500,001 - $1,000,000 |
3 | Stripe, Inc. Common Stock | Sale | 05/23/2023 | $25,000,001 - $50,000,000 |
4 | WE Mission LLC (Focused Space Inc) | Purchase | 10/05/2023 | $1,001 - $15,000 |
5 | Stripe, Inc. Common Stock (from net exercise) | Purchase | 10/18/2023 | $1,000,001 - $5,000,000 |
6 | Real Property | Sale | 09/18/2023 | $1,000,001 - $5,000,000 |
7 | BlackRock National Municipal Fund Institutional Shares (MANLX) | Purchase | 03/10/2023 | $1,000,001 - $5,000,000 |
8 | BlackRock National Municipal Fund Institutional Shares (MANLX) | Purchase | 03/20/2023 | $1,001 - $15,000 |
9 | BlackRock National Municipal Fund Institutional Shares (MANLX) | Purchase | 05/03/2023 | $100,001 - $250,000 |
10 | BlackRock National Municipal Fund Institutional Shares (MANLX) | Purchase | 06/13/2023 | $500,001 - $1,000,000 |
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 |
|---|---|---|
2 | 1 | Income on vested RSUs due to triggering liquidity event. All RSUs sold in 2023. |
2 | 4 | Account rolled over to Rollover IRA - closed in 2023 |
2 | 4.1 | Account rolled over to Rollover IRA - closed in 2023 |
6 | 46 | Income from sale of exercised options. |
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