Estimated Net Worth
  • estimated net worth
    $5.8 M - $18.7 M
Salary
  • salary
    Unknown
Employment
  • 01/01/2021 - 01/01/2024
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (01/05/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Los Angeles, California
Professor
Present
2
Washington, District of Columbia
Board Member
1/2021
3
LA Waterkeeper
Los Angeles, California
Board Member
1/2021
4
Los Angeles, California
Co-Trustee
Present
5
Fullerton, California
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of California
1.1
UC 403(B)
1.1.1
UC Dom Eq Index
$500,001 - $1,000,000
None (or less than $201)
1.1.2
UC Pathway 2025
$250,001 - $500,000
None (or less than $201)
1.1.3
UC Bond Fund
$100,001 - $250,000
None (or less than $201)
1.1.4
UC Intl Eq Index
$50,001 - $100,000
None (or less than $201)
1.1.5
UC Savings Fund
$15,001 - $50,000
None (or less than $201)
1.2
UC Capital Accumulation Provision retirement account
$15,001 - $50,000
None (or less than $201)
1.3
UC 457(B)
1.3.1
UC Dom Eq Index
$500,001 - $1,000,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Los Angeles, California
I will continue to participate in this 403(b) defined contribution plan. The plan sponsor ceased making contributions during my leave of absence.
7/1994
2
Los Angeles, California
I will continue to participate in this defined benefit plan.
7/1994
3
Los Angeles, California
Pursuant to university policy, I am on an unpaid leave of absence during my government service, which is renewable on an annual basis.
1/2021
4
Los Angeles, California
I will continue to participate in this cash balance pension plan. The plan sponsor ceased making contributions during my leave of absence.
7/1994
5
Los Angeles, California
I will continue to participate in this 457(b) defined contribution plan. The plan sponsor ceased making contributions during my leave of absence.
7/1994
6
Los Angeles, California
I will continue to participate in this defined contribution plan. The plan sponsor ceased making contributions during my leave of absence.
7/1994

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Los Angeles, California
Professor

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
State of California
salary
2
County of Los Angeles 401(k)
2.1
horizons 2030 Target Date Fund
$100,001 - $250,000
None (or less than $201)
3
State of California Judiciary, defined benefit plan (value not readily ascertainable)
None (or less than $201)
4
GE Retirement Savings Defined Contribution Plan
4.1
GE RSP US Equity Fund (GESSX)
$15,001 - $50,000
None (or less than $201)
5
County of LA Defined Contribution Plan
5.1
Savings 2030 Target Date Fund
$50,001 - $100,000
None (or less than $201)
5.2
Savings Stable Value Fund
$15,001 - $50,000
None (or less than $201)
6
Spouse Rollover IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank account #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. brokerage cash account
$1,001 - $15,000
None (or less than $201)
4
Family Trust #1
4.1
Residential real estate - apartment building (Los Angeles, CA)
$1,000,001 - $5,000,000
Rent or Royalties
$100,001 - $1,000,000
4.2
CrossingBridge Low Duration High Yield Fund Institutional Class Shares (CBLDX)
$15,001 - $50,000
$1,001 - $2,500
4.3
DoubleLine Total Return Bond Fund Class I Shares (DBLTX)
$50,001 - $100,000
$1,001 - $2,500
4.4
RiverPark Short Term High Yield Fund Institutional Class Shares (RPHIX)
$15,001 - $50,000
$1,001 - $2,500
4.5
Shenkman Capital Short Duration High Income Fund Institutional Class Shares (SCFIX)
$15,001 - $50,000
$1,001 - $2,500
4.6
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,000,001 - $5,000,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cenlar FSB
$1,000,001 - $5,000,000
2020
30 year fixed
2
Citibank
$15,001 - $50,000
2018
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
I am currently on leave from this position.
5
3
eligible at 70 for payments in accordance with the following formula: (annual salary at time of retirement) x (number of years of service) x (3.75%).

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