Estimated Net Worth
- $614 K - $1.6 M
Salary
- $80 K
Employment
- Started 10/16/2022
Records
Financial Disclosure Details - OGE Form 278e (11/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Sacramento, California | Chief Deputy Director | 7/2020 | |
2 | Sacramento, California | Senior Counselor to the Governor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Office of the Governor of California | Salary | $74,265 | |
2 | Vanguard Roth IRA | |||
2.1 | Vanguard Total Stock Market Index Fund | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Vanguard Real Estate Index Fund | $50,001 - $100,000 | None (or less than $201) | |
3 | State of California Roth 401(k) | |||
3.1 | Large Cap Index Fund | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Mid Cap Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Small Cap Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.4 | International Index Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | State of California Roth 457(b) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sacramento, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 | |
2 | Sacramento, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Sacramento, California | I served as a senior counselor to the Governor, with a focus on economic policy and state-federal issues. | |
2 | Sacramento, California | I served as chief deputy director for budget, and my role included budget development as well as testimony before the legislative budget committees. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | UC Davis Health | salary | ||
2 | Inova Health System | salary | ||
3 | Nova Research (Medical research) | consulting fees | ||
4 | Association of Northern California Oncologists - March 13, 2021 and March 12, 2022 | Honorarium | $1,500 | |
5 | Fidelity Roth IRA | |||
5.1 | Vanguard Index Total Stock Market ETF | $100,001 - $250,000 | None (or less than $201) | |
6 | Inova 401(k) Plan | |||
6.1 | Fidelity 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Fidelity Extended Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
6.3 | Fidelity International Index Fund | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Credit Union #1 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | U.S. bank #1 (cash) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
3 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) | $100,001 - $250,000 | $15,001 - $50,000 | |
6 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100,000 | $2,501 - $5,000 | |
7 | Vanguard Total World Stock Index Fund Admiral Class Shares (VTWAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
9 | Treasury Series I Savings Bond | $1,001 - $15,000 | None (or less than $201) | |
10 | Treasury Series I Savings Bond | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|
Nothing reported in this section | ||
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