Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $7.3 M
Salary
- Unknown
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (01/05/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Rancho Mirage, California | trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Roth IRA | |||
1.1 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Bank of Taiwan Account (cash), Taipei, Taiwan | $1,001 - $15,000 | None (or less than $201) | |
3 | Apple, Inc Shares (AAPL) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
4 | U.S. Credit Union Accounts (cash) | $100,001 - $250,000 | None (or less than $201) | |
5 | U.S. Brokerage Money Market Account (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
6 | Microsoft Corp (MSFT) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
7 | Vanguard 500 Index Admiral (VFIAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | CA ScholarShare 529 plan | Cash Withdrawal | $70,000 | |
8.1 | Index U.S. Equity Portfolio | $50,001 - $100,000 | None (or less than $201) | |
9 | Fidelity Multi-Asset Index Fund (FFNOX) | $250,001 - $500,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank | $500,001 - $1,000,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | Mortgage on purchase of personal home; later became primarily rental property |
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