Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $5.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/25/2024)
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 | Sunshine Sachs 401K | |||
1.1 | JPMorgan US Equity Fund Class R2 Shares (JUEZX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Invesco Small Cap Equity Fund Class R Shares (SMERX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Eaton Vance Atlanta Capital SMID-Cap Fund Class R Shares (ERSMX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American Funds Fundamental Investors Class R1 Shares (RFNAX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | EuroPacific Growth Fund Class R1 Shares (RERAX) | None (or less than $1,001) | None (or less than $201) | |
1.6 | Capital World Growth & Income Fund Class A Shares (CWGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | BlackRock Equity Dividend Fund Class R Shares (MRDVX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Thornburg International Value Fund Class R3 Shares (TGVRX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Invesco Real Estate Fund Class R Shs (IARRX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sunshine Sachs Morgan & Lylis | Los Angeles, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 12/2014 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Trust Account #1 | |||
1.1 | Cash | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.2 | Connecticut, Bonds | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.3 | New Hampshire, Bonds | $15,001 - $50,000 | Interest | $201 - $1,000 |
1.4 | Wisconsin, Bonds | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Seattle, Washington Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.6 | Baltimore, Maryland, Bond | $15,001 - $50,000 | Interest | $201 - $1,000 |
1.7 | Rhode Island, Bond | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.8 | Virginia, Bond | $15,001 - $50,000 | Interest | $201 - $1,000 |
1.9 | District of Columbia, Bond | $15,001 - $50,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 1.27 | Filer does not participate in any agency work that may directly and predictably affect the financial interest of Google. MDZ 7/15/24. |
6 | 1.28 | Filer does not participate in any agency work that may directly and predictably affect the financial interest of Amazon. MDZ 7/15/24. |
6 | 1.131 | Filer does not participate in any agency work that may directly and predictably affect the financial interest of Microsoft. MDZ 7/15/24. |
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