Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $9.9 M
Salary
- Unknown
Employment
- Departed 08/27/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/13/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Emanuel Family Trust | Los Angeles, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | UBS Retirement Account | Cash distributions | $2,250 | |
1.1 | UBS Money Market Deposit Account | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Energy Select Sector SPDR Fund (XLE) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Financial Select Sector SPDR Fund (XLF) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | First Trust NYSE Arca Biotechnology Index Fund (FBT) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Health Care Select Sector SPDR Fund (XLV) | $100,001 - $250,000 | None (or less than $201) | |
1.6 | Industrial Select Sector SPDR Fund (XLI) | $100,001 - $250,000 | None (or less than $201) | |
1.7 | iShares Russell 2000 ETF (IWM) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares Russell 1000 Value ETF (IWD) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Jones Day Qualified Defined Benefit Plan | Los Angeles, California | I will continue to participate in this defined benefit plan. | 1/1998 |
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 | SEP IRA | cash distribution | $4,204 | |
1.1 | iShares 7-10 Year Treasury Bond ETF | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares 1-3 Year Treasury Bond ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares MSCI Emerging Markets | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Russell Midcap | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Energy Select Sector SPDR Fund (XLE) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 602 Santa Monica Partners LP | $1,001 - $15,000 | Limited partnership distribution | $357 |
2 | U. S. bank account (cash) | $100,001 - $250,000 | Interest | None (or less than $201) |
3 | The Emanuel Family Trust DTD | Distributions | $22,800 | |
3.1 | UBS Money Market Deposit Account | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Mid-Cap ETF | $50,001 - $100,000 | $201 - $1,000 | |
3.3 | Vanguard S&P 500 ETF | $100,001 - $250,000 | $15,001 - $50,000 | |
3.4 | JP Morgan USD Emerging Market Bond | $15,001 - $50,000 | $201 - $1,000 | |
3.5 | Financial Select Sector SPDR Fund (XLF) | $15,001 - $50,000 | $2,501 - $5,000 | |
3.6 | First Trust NYSE Arca Biotechnology Index Fund (FBT) | $15,001 - $50,000 | $201 - $1,000 | |
3.7 | Industrial Select Sector SPDR Fund (XLI) | $50,001 - $100,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Energy Select Sector SPDR Fund (XLE) | Purchase | 05/20/2020 | $15,001 - $50,000 |
2 | Energy Select Sector SPDR Fund (XLE) | Purchase | 05/22/2020 | $15,001 - $50,000 |
3 | Energy Select Sector SPDR Fund (XLE) | Purchase | 05/27/2020 | $1,001 - $15,000 |
4 | Financial Select Sector SPDR Fund (XLF) | Purchase | 11/09/2020 | $15,001 - $50,000 |
5 | First Trust NYSE Arca Biotechnology Index Fund (FBT) | Purchase | 06/29/2020 | $15,001 - $50,000 |
6 | Health Care Select Sector SPDR Fund (XLV) | Purchase | 03/05/2020 | $100,001 - $250,000 |
7 | Health Care Select Sector SPDR Fund (XLV) | Purchase | 04/06/2020 | $1,001 - $15,000 |
8 | Health Care Select Sector SPDR Fund (XLV) | Purchase | 04/21/2020 | $15,001 - $50,000 |
9 | Industrial Select Sector SPDR Fund (XLI) | Purchase | 08/06/2020 | $1,001 - $15,000 |
10 | Industrial Select Sector SPDR Fund (XLI) | Purchase | 08/12/2020 | $15,001 - $50,000 |
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 | 1 | This represents the filer's ownership interest in a small restaurant. |
6 | 3.30 | Asset name changed from IShares Short-Term Corporate Bond ETF. |
6 | 4 | RMA Account assets were transferred to The Emanuel Family Trust on October 6, 2020. |
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