Stacey Geis
Deputy Assistant Administrator For Enforcement And Compliance Assurance
Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Naples, Florida | co-trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Charles Schwab IRA #1 | |||
1.1 | Ishares MSCI Emerging Markets MIN VOL Factor ETF (EEMV) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Eaton Vance Global Macro Absolute Return Advantage Fund Class I (EGRIX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Ishares MSCI INTL Quality Factor ETF (IQLT) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Core Bond Fund Admiral Shares (VCOBX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Vanguard Intermediate Term Treasury Index Fund ETF Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | |
2 | Schwab Roth | |||
2.1 | Ishares MSCI Emerging Markets MIN VOL Factor ETF (EEMV) | $1,001 - $15,000 | None (or less than $201) | |
3 | TDA Roth |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Earthjustice Retirement Annuity Plan | San Francisco, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2014 |
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 | Demandbase Inc. (Account Based Marketing Software Company) | salary, bonus, severance | ||
2 | Replicant Solutions Inc. (Contact Center Automation Software Company) | salary, bonus | ||
3 | "Account-Based Marketing: How to Target and Engage the Companies That Will Grow Your Revenue," Wiley and Sons (value not readily ascertainable) | Rent or Royalties | $5,001 - $15,000 | |
4 | Demandbase Inc., ISO vested stock options (value not readily ascertainable): 1,700,996, 1,088,083 available for exercise: options price: $.36-1.08; expires Feb. 2024 | None (or less than $201) | ||
5 | Fidelity Freedom Index 2035 Fund Institutional Premium Class Shares (FFEZX) | $15,001 - $50,000 | None (or less than $201) | |
6 | WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) | $1,001 - $15,000 | None (or less than $201) | |
7 | Artisan High Income Fund Advisor Class Shares (APDFX) | $100,001 - $250,000 | None (or less than $201) | |
8 | iShares Edge MSCI Min VolEmerging Markets ETF (EEMV) | $1,001 - $15,000 | None (or less than $201) | |
9 | iShares Edge MSCI MultifactorEmerging Markets ETF (EMGF) | $15,001 - $50,000 | None (or less than $201) | |
10 | Schwab Fundamental International Small Company Index ETF (FNDC) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Charles Schwab brokerage account | |||
1.1 | International Small Company Portfolio Institutional Class Shares (DFISX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.3 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | Vanguard Large-Cap Index Fund ETF Shares (VV) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.5 | Charles Schwab Bank | $15,001 - $50,000 | $201 - $1,000 | |
2 | Elk Ranch Investors LLC | $1,001 - $15,000 | None (or less than $201) | |
3 | Bayou Serpent Investments LLC | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Exxon Mobil Corp. (XOM) | Sale | 12/05/2023 | $50,001 - $100,000 |
2 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | Sale | 12/05/2023 | $1,001 - $15,000 |
3 | Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT) | Sale | 12/05/2023 | $1,001 - $15,000 |
4 | Vanguard Long-Term Bond Index Fund ETF Shares (BLV) | Sale | 12/05/2023 | $1,001 - $15,000 |
5 | Vanguard Short-Term Bond Index Fund ETF Shares (BSV) | Sale | 12/05/2023 | $1,001 - $15,000 |
6 | Vanguard Short-Term Bond Index Fund ETF Shares (BSV) | Sale | 12/05/2023 | $1,001 - $15,000 |
7 | Vanguard FTSE Emerging Markets ETF | Sale | 12/05/2023 | $1,001 - $15,000 |
8 | Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) | Sale | 12/05/2023 | $1,001 - $15,000 |
9 | Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) | Sale | 12/05/2023 | $1,001 - $15,000 |
10 | Vanguard Russell 2000 Index Fund ETF Shares (VTWO) | Sale | 12/05/2023 | $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 |
|---|---|---|
6 | 2 | The LLC has land holdings and conservation easements. Also has cash reserves, other private real estate, and private securities – all of which are under the reporting thresholds. |
6 | 3 | The LLC has land holdings and conservation easements. Also has cash reserves, other private real estate, and private securities – all of which are under the reporting thresholds. |
7 | 1 | Inherited asset in 2023 that was liquidated. |
7 | 2 | Inherited asset in 2023 that was liquidated. |
7 | 3 | Inherited asset in 2023 that was liquidated. |
7 | 4 | Inherited asset in 2023 that was liquidated. |
7 | 5 | Inherited asset in 2023 that was liquidated. |
7 | 6 | Inherited asset in 2023 that was liquidated. |
7 | 7 | Inherited asset in 2023 that was liquidated. |
7 | 8 | Inherited asset in 2023 that was liquidated. |
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