Observations
- Millionaire
Estimated Net Worth
- $3.6 M - $7.2 M
Salary
- Unknown
Employment
- Started 07/27/2023
Records
Financial Disclosure Details - OGE Form 278e (09/20/2022)
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 | Inherited IRA | |||
1.1 | ClearBridge Aggressive Growth Fund Class C (SAGCX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | American Funds The Growth Fund of America Class F-2 (GFFFX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Artisan Mid Cap Value Fund Advisor Class (APDQX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Baron Growth Fund Institutional Shares (BGRIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Invesco Small Cap Value Fund Class Y (VSMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Ivy Mid Cap Growth Fund Class I (IYMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Thornburg International Growth (TINGX) | $15,001 - $50,000 | 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 | Growth Fund of America Class F2 Shares (GFFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Artisan Mid Cap Value Fund Advisor Class Shares (APDQX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Baron Growth Fund Institutional Class Shares (BGRIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Invesco Small Cap Value Fund Class Y Shares (VSMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Ivy Mid Cap Growth Fund Class I Shares (IYMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Thornburg International Growth Fund Class I Shares (TINGX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | BlackRock Low Duration Bond Portfolio Institutional Shares (BFMSX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Clearbridge Multi Cap Growth | $100,001 - $250,000 | Capital Gains Dividends Interest | $5,001 - $15,000 |
2 | Clearbridge Large Cap Growth | $250,001 - $500,000 | Capital Gains Dividends Interest | $15,001 - $50,000 |
3 | Clearbridge International Value | $100,001 - $250,000 | Capital Gains Dividends Interest | $5,001 - $15,000 |
4 | Clearbridge All Cap Value | $250,001 - $500,000 | Capital Gains Dividends Interest | $15,001 - $50,000 |
5 | Brokerage Account #1: | |||
5.1 | Metropolitan Water District Southern California, bonds | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Riverside County California, bonds | $1,001 - $15,000 | None (or less than $201) | |
5.3 | California Health Facilities Financing Authority, bonds | $1,001 - $15,000 | Interest | $201 - $1,000 |
5.4 | San Francisco (City and County) Public Utilities Commission Water Rev, bonds | $1,001 - $15,000 | Interest | $201 - $1,000 |
5.5 | California Department of Water Resources, bonds | $1,001 - $15,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $500,001 - $1,000,000 | 2021 | 15 years |
2 | Wells Fargo | $50,001 - $100,000 | 2012 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 9 | My spouse has a 1/3 remainder interest in the trust. He receives no income from the trust until the death of the current beneficiary of the trust. The current value of the each trust asset as of the filing date is reported. My spouse's remainder interest as of January 2023 for each security held in the trust is below the de minimis threshold. |
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