Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $4.2 M
Salary
- $109 K
Employment
- Started 07/03/2022
Records
Financial Disclosure Details - OGE Form 278e (03/08/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Patterson Industries Corporation, Inc | Laguna Beach, California | President | Present |
2 | Laguna Beach Ocean Lifeguard Foundation Inc. | Laguna Beach, California | President/CEO | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Orange County Fire Authority-Orange County Employee Retirement System, defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $17,000 | |
2 | Patterson Industries Corporation, Inc, 401(k) plan | |||
2.1 | Secure Value | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Athene, fixed annuity | $100,001 - $250,000 | None (or less than $201) | |
2.3 | American equity, fixed annuity | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Prudential, variable annuity | |||
2.4.1 | AST Balanced Asset Allocation Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.4.2 | AST Capital Growth Allocation Portfolio | $50,001 - $100,000 | None (or less than $201) | |
2.4.3 | AST MFS Growth Allocation Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.4.4 | AST T. Rowe Price | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Patterson Industries Corporation, Inc | Laguna Beach, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions. | 3/2014 |
2 | Orange County, CA | Santa Ana, California | I will continue to participate in this defined benefit plan. | 4/1981 |
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 | American Airlines | Salary | ||
2 | Assistant Girl's Beach Volleyball Coach | None (or less than $1,001) | Salary | $18,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Amana Mutual Funds Trust Income Fund Institutional (AMINX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American Water Works Co., Inc. (AWK) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | BioNTech SE (BNTX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Cash | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Canadian National Railway Co (CNI) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Cloudfare, Inc. (NET) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BioNTech SE (BNTX) | Sale | 02/23/2022 | $1,001 - $15,000 |
2 | Medtronic Plc (MDT) | Sale | 02/23/2022 | $1,001 - $15,000 |
3 | Oxford Biomedical (OXBDF) | Sale | 02/23/2022 | $1,001 - $15,000 |
4 | Moderna, Inc. (MRNA) | Sale | 02/23/2022 | $1,001 - $15,000 |
5 | BioNTech SE (BNTX) | Sale | 02/23/2022 | $1,001 - $15,000 |
6 | Medtronic Plc (MDT) | Sale | 02/23/2022 | $1,001 - $15,000 |
7 | Cloudflare | Sale | 06/02/2022 | $1,001 - $15,000 |
8 | Dassault Systemes | Sale | 06/03/2022 | $1,001 - $15,000 |
9 | Netflix, Inc. (NFLX) | Sale | 06/03/2022 | $1,001 - $15,000 |
10 | NVIDIA Corp. (NVDA) | Sale | 06/03/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
1 | 2 | Position is unpaid, voluntary position on a 3 person Board of a 501C3 that supports lifeguard and junior lifeguard with college scholarships, competition gear and stipends for junior guard families whose children would not be able to afford the junior lifeguard program. |
2 | 2.1 | Fixed account |
5 | 1 | Retired effective Oct. 1, 2020 |
6 | 1 | Spouse IRA |
6 | 2 | Spousal IRA |
6 | 3 | Filer IRA |
6 | 4 | Filer IRA (Roth) |
6 | 6 | Spousal IRA (rollover) |
6 | 7 | Held via money market account |
6 | 8 | Via Virtus |
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