Estimated Net Worth
  • estimated net worth
    $1.4 M - $6.0 M
Salary
  • salary
    Unknown
Employment
  • Started 02/14/2021

Financial Disclosure Details - OGE Form 278e (05/15/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
California Community Colleges
Sacramento, California
Board of Governors
Present
2
Calbright College
Sacramento, California
Board of Trustees
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Council of La Raza
None (or less than $201)
1.1
Lincoln Financial Group 403b
$1,001 - $15,000
None (or less than $201)
2
FIAM Blend Target Date 2045 Commingled Pool Class R
$1,001 - $15,000
None (or less than $201)
3
Roth IRA - Fidelity Adv Freedom 2035 CL A (1307)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Walton Enterprises, LLC
Bentonville, Arkansas
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2020
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
7/1999

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
Roth IRA -Fidelity Adv Freedom 2040 CLA
$1,001 - $15,000
$1
1.1
Fidelity Adv Freedom 2040 CLA
$1,001 - $15,000
None (or less than $201)
2
Pfizer Inc. (PFE)
Salary for full- time employment and bonus pay for reporting period.
3
Pfizer Saving Plan - 401(k) Vanguard Target 2040
$50,001 - $100,000
None (or less than $201)
4
Pfizer Inc. (PFE) Unvested Restricted Stock Units
$50,001 - $100,000
None (or less than $201)
5
UC Retirement Savings Plan - Defined Benefit Pension Plan
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
2
NY Life - Whole Life Insurance
$100,001 - $250,000
None (or less than $201)
3
NY Life Whole Life Insurance
$100,001 - $250,000
None (or less than $201)
4
Northwestern Mutual Whole Life
$50,001 - $100,000
None (or less than $201)
5
Northwester Mutual - Whole Life Insurance
$50,001 - $100,000
None (or less than $201)
6
Residential Real Estate, Los Angeles, CA
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
MOHELA
$100,001 - $250,000
2011
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Human Rights Campaign
Washington, District of Columbia
Attendance at the Human Rights Campaign National Dinner on Oct. 29, 2022. Passive attendance as the "plus one" for my spouse.
$500.00

Endnotes

Section
#
Description
5
3
This is a Blended Fund Investment. Asset allocation includes stock investments (78%), bond investments (18%), and short-term investments (4%).

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