William J. Emanuel
Board Member (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.1 M - $9.9 M
Salary
  • 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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