Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 08/01/2022
Financial Disclosure Details - OGE Form 278e
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Stanford, CA, US | Course Assistant | 06/30/2020 | |
2 | Beneficial State Foundation | Oakland, CA, US | Fellow | 08/16/2019 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Giffords PAC (401k) Principal Financial Group | |||
1.1 | (Mutual Fund) GSZRX-Goldman Sachs Strategic Income Fund R Shares | $1,001 - $15,000 | None (or less than $201) | |
1.2 | (Mutual Fund) JCPZX-Jpmorgan Core Plus Bond Fund R2 | $1,001 - $15,000 | None (or less than $201) | |
1.3 | (Mutual Fund) MRDVX-Blackrock Eq Dividend R | $1,001 - $15,000 | None (or less than $201) | |
1.4 | (Other) Principal LargeCap S&P 500 Index Separate Account | $1,001 - $15,000 | None (or less than $201) | |
1.5 | (Mutual Fund) ERSMX-Eaton Vance Atlanta Capital Smid-Cap Fund Class | $1,001 - $15,000 | None (or less than $201) | |
1.6 | (Other) Principal MidCap S&P 400 Index Separate Account | $1,001 - $15,000 | None (or less than $201) | |
1.7 | (Other) Principal International Equity Index Separate Account | $1,001 - $15,000 | None (or less than $201) | |
1.8 | (Mutual Fund) WSTRX-Ivy Science and Technology Fund Class R | $1,001 - $15,000 | None (or less than $201) | |
2 | (Self EI) Stanford University part-time employment compensation Stanford, CA, US | Salary | $3,906.73 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Giffords PAC | Washington, DC, US | 401(k) - continued participation - employer does not contribute to the plan on my behalf. | 08/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Salary | ||
2 | Salary | ||
3 | Stanford University; Stanford, CA, US | Salary | |
4 | Beneficial State Foundation; Oakland, CA, US | Salary |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (S) Korn Ferry (401k) Wells Fargo | |||
1.1 | (Mutual Fund) SCYVX-Ab Cap Fund Inc. - Ab Small Cap Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.2 | (Mutual Fund) DODGX-Dodge & Cox Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
1.3 | (Mutual Fund) PMEGX-T. Rowe Price Institutional Mid-Cap Equity Growt | $15,001 - $50,000 | None (or less than $201) | |
1.4 | (Mutual Fund) VINIX-Vanguard Institutional Index | $50,001 - $100,000 | None (or less than $201) | |
1.5 | (Mutual Fund) SEMTX-Hartford Schroders Emerging Markets Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
1.6 | (Mutual Fund) BPRIX-Blackrock Inflation Protected Bond Portfolio - I | $15,001 - $50,000 | None (or less than $201) | |
1.7 | (Mutual Fund) VBTIX-Vanguard Bond Index Fund Total Bond Mkt Index Fu | $15,001 - $50,000 | None (or less than $201) | |
2 | (S) (Spouse EI) Korn Ferry Washington, DC, US |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (J) (Cash Deposit/Savings) Wells Fargo San Francisco, CA, US Checking | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | (J) (Cash Deposit/Savings) Goldman Sachs New York, NY, US savings | $50,001 - $100,000 | None (or less than $201) | |
3 | (Partnership) 2020 Fund Stanford, CA, US | $1,001 - $15,000 | $0.00 | |
3.1 | (Cash) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 3.1 | Venture fund in which I am invested. I have no forthcoming commitments. 2020 was year 1 of the fund, no income realized. |
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