Estimated Net Worth
  • estimated net worth
    $743 K - $2.2 M
Salary
  • salary
    Unknown
Employment
  • Started 10/25/2021

Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
California Department of Industrial Relations
Salary
$174,000
2
California Department of Industrial Relations, defined benefit plan (value not readily ascertainable)
None (or less than $201)
3
Roth IRA
3.1
iShares MSCI EAFE ETF (EFA)
$15,001 - $50,000
None (or less than $201)
3.2
SPDR Portfolio Aggregate Bond ETF (SPAB)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Extended Market Index Fund ETF Shares (VXF)
$1,001 - $15,000
None (or less than $201)
3.4
iShares Core 1-5 Year USD Bond ETF (ISTB)
$1,001 - $15,000
None (or less than $201)
3.5
Invesco Active US Real Estate Fund (PSR)
$1,001 - $15,000
None (or less than $201)
3.6
SPDR Gold Shares (GLD)
$1,001 - $15,000
None (or less than $201)
3.7
SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Oakland, California
I have not vested in this defined benefit plan and will receive no benefits.
9/2019

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
SaverLife, Inc. (Non-profit)
salary, bonus
2
San Francisco FERS
$100,001 - $250,000
None (or less than $201)
3
Earn, Inc. 401(k)
3.1
Vanguard Target Retirement 2040
$100,001 - $250,000
None (or less than $201)
4
IRA
4.1
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
None (or less than $201)
4.2
SPDR Portfolio Aggregate Bond ETF (SPAB)
$1,001 - $15,000
None (or less than $201)
4.3
Vanguard Extended Market Index Fund ETF Shares (VXF)
$1,001 - $15,000
None (or less than $201)
4.4
iShares Core 1-5 Year USD Bond ETF (ISTB)
$1,001 - $15,000
None (or less than $201)
4.5
Invesco Active US Real Estate Fund (PSR)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
CA 529
1.1
NE 529 Age-Based Core 3-5 years Z
$15,001 - $50,000
None (or less than $201)
2
Donna Grear Parker Memorial Scholarship Trust
$1,001 - $15,000
None (or less than $201)
3
Joint
3.1
Vanguard 500 Index Fund ETF Shares (VOO)
$15,001 - $50,000
None (or less than $201)
3.2
iShares Core MSCI EAFE ETF (IEFA)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Mid-Cap Index Fund ETF Shares (VO)
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV)
$1,001 - $15,000
None (or less than $201)
3.5
SPDR Portfolio S&P 500 ETF (SPLG)
$1,001 - $15,000
None (or less than $201)
3.6
Vanguard Total International Stock Index Fund ETF Shares (VXUS)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core 10+ US Bond
Sale
10/20/2021
$1,001 - $15,000
2
iShares Core 1-5 Year USD Bond ETF (ISTB)
Purchase
10/20/2021
$1,001 - $15,000
3
Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
04/30/2021
$1,001 - $15,000
4
Vanguard Mid-Cap Index Fund ETF Shares (VO)
Purchase
04/30/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Allied Bank
$500,001 - $1,000,000
2017
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3.11
Purchased under reporting threshold at time of purchase
2
4.9
Purchase under reporting threshold at time of purchase.
5
4.9
Purchase below reporting threshold at time of purchase.
5
4.10
Purchase below reporting threshold at time of purchase.
6
3.6
Inadvertently left off of nominee report. Originally purchased on 3/17/20, for $2941.

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