David B. Recordon
SPECIAL ASSISTANT TO THE PRESIDENT AND DIRECTOR OF TECHNOLOGY (Departed Administration)
Estimated Net Worth
- $11.3 M - $33.7 M
Salary
- $130 K
Employment
- 01/01/2021 - 09/11/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/03/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Redwood City, California | Vice President | 1/2021 | |
2 | Portland, Oregon | Trustee | 1/2021 | |
3 | Washington, District of Columbia | Advisor | 1/2021 | |
4 | New York, New York | Advisor | 1/2021 | |
5 | no city, California | Trustee | Present | |
6 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Chan Zuckerberg Initiative, LLC (Philanthropy) | Salary/Bonus | $37,982 | |
2 | Roth IRA | |||
2.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Morgan Stanley Finance LLC note linked to EURO STOXX 50 Index (SPZWG) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Barclays Bank PLC note tied to S&P 500 Index (SPZWI) | $100,001 - $250,000 | None (or less than $201) | |
3.4 | CS Trigger Plus SX5E (SQFDM) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Citi Trigger Plus EW Basket SPX SX5E (SQFDQ) | $15,001 - $50,000 | None (or less than $201) | |
4 | Rebellion Defense, Inc. (software company) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Redwood City, California | I rolled my funds out of this 401(k) plan and ceased participating in June 2021. The plan sponsor ceased making contributions after my separation in January 2021. | 3/2018 |
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 | APPLE VALLEY CALIF UNI SCH DIST REF Bond (CUSIP 03788ECU3) | None (or less than $1,001) | Interest | $2,501 - $5,000 |
2 | ARK Innovation ETF (ARKK) | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | BANK OF AMERICA preferred stock (CUSIP 060505EN0) | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
4 | BANK OF AMERICA CORP preferred stock (CUSIP 060505EU4) | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
5 | BANK OF AMERICA CORP preferred stock (CUSIP 060505EH3 | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
6 | BANK OF AMERICA CORP preferred stock (CUSIP 060505EL4) | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
7 | BlackRock Enhanced International Dividend Trust (BGY) | $100,001 - $250,000 | $5,001 - $15,000 | |
8 | BlackRock EnhancedGlobal Dividend Trust (BOE) | $100,001 - $250,000 | $5,001 - $15,000 | |
9 | Nuveen S&P 500 Buy-Write Income Fund (BXMX) | $100,001 - $250,000 | $5,001 - $15,000 | |
10 | CALIFORNIA ST Bond CUSIP 13063BL42 | None (or less than $1,001) | Interest | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | The Boeing Company Bond (CUSIP 097023CY9) | Purchase | 03/15/2021 | $100,001 - $250,000 |
2 | Facebook, Inc. (FB) | Sale | 05/20/2021 | $1,000,001 - $5,000,000 |
3 | iShares MSCI Japan ETF (EWJ) | Sale | 05/20/2021 | $100,001 - $250,000 |
4 | iShares MSCI India ETF (INDA) | Sale | 05/20/2021 | $100,001 - $250,000 |
5 | PALO VERDE CA CMNTY COLLEGE DIST Bond (CUSIP 697480BT7) | Sale | 06/16/2021 | $50,001 - $100,000 |
6 | MARIN CALIF CMNTY COLLEGE DIST Bond (CUSIP 56781RDK0) | Sale | 06/16/2021 | $100,001 - $250,000 |
7 | CALIFORNIA ST GENL OBLIG VARS PURPS Bond (CUSIP 13063C5P1) | Sale | 06/16/2021 | $100,001 - $250,000 |
8 | CALIFORNIA ST GENL OBLIG VARS PURP TAX EXEMPT Bond (CUSIP 13063CKQ2) | Sale | 06/16/2021 | $100,001 - $250,000 |
9 | SOUTHERN MONO HEALTH CARE DISTCALIF Bond (CUSIP 843387DN8) | Sale | 06/16/2021 | $100,001 - $250,000 |
10 | OAK ISLAND N C ENTERPRISE SYS REV Bond (CUSIP 67140PDN1) | Purchase | 06/16/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Morgan Stanley Private Bank | $1,000,001 - $5,000,000 | 2020 | 7 Years |
2 | Morgan Stanley Private Bank | $500,001 - $1,000,000 | 2021 | Revolving |
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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