Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.2 M
Salary
- Unknown
Employment
- Started 08/01/2021
Records
Financial Disclosure Details - OGE Form 278e (06/27/2022)
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 | California State Teachers Retirement System, defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $13,000 | |
2 | San Diego Unified School District | Severance | $15,000 | |
3 | San Diego Unified School District, 403(b) plan | |||
3.1 | Fidelity Asset Manager 60% Fund (FSANX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Fidelity Balanced Fund (FBALX) | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Fidelity High Income Fund (SPHIX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Fidelity Intermediate Bond Fund (FTHRX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Fidelity Advisor Strategic Income Fund (FADMX) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | Fidelity Total Bond Fund (FTBFX) | $50,001 - $100,000 | None (or less than $201) | |
3.7 | Fidelity Total Market Index Fund (FSKAX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sacramento, California | I will continue to participate in this defined benefit plan. | 9/1989 | |
2 | San Diego, California | Retirement incentive offered by the school district to all retiring employees where I will receive a $7500 severance payment deposited into a health savings account twice per year on January 1 and July 1 through the end of 2025. | 10/2020 | |
3 | San Diego, California | I will continue to participate in this 403(b) defined contribution plan. The plan sponsor no longer makers contributions to this 403(b) defined contribution plan. | 9/1989 | |
4 | San Diego, California | I will continue to participate in this 457 deferred compensation plan. The plan sponsor no longer makes contributions to this 457 deferred compensation plan. | 9/1989 |
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 | Southern California UFCW Trust Pension, defined benefit plan (value not readily ascertainable) | Retirement Payments |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, San Diego, CA | $1,001 - $15,000 | Rent or Royalties | $1,001 - $2,500 |
2 | Principal IRA #1 | |||
2.1 | Principal Strategic Asset Management Flexible Income Fund Class A (SAUPX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Principal IRA #2 | |||
3.1 | Principal Strategic Asset Management Flexible Income Fund Class A (SAUPX) | $500,001 - $1,000,000 | None (or less than $201) | |
4 | Virginia College America 529 Savings Plan | |||
4.1 | American Funds Growth Portfolio Class 529-A (CGPAX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | American Funds Growth Portfolio Class 529-C (CGPCX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Great American Life ins Co., fixed annuity | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Healthpeak Properties, Inc. (HCP) | Sale | 06/14/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $15,001 - $50,000 | 2021 | revolving |
2 | Aimloan.com | $100,001 - $250,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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