Financial Disclosure Details - OGE Form 278e (04/04/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
University of California
salary
2
University of California-defined contribution plan
2.1
UC Defined Contribution - Short Term Savings Fund
$1,001 - $15,000
None (or less than $201)
2.2
UC403b (US Pathway 2030 Fund)
$500,001 - $1,000,000
None (or less than $201)
2.3
UC457b-US Pathway 2030 Fund
$15,001 - $50,000
None (or less than $201)
3
University of California, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
SF Fire Federal Credit Union (cash account)
$1,001 - $15,000
None (or less than $201)
2
Chase Bank (cash account)
$1,001 - $15,000
None (or less than $201)
3
Nutmeg State Federal Credit Union (cash account)
$1,001 - $15,000
None (or less than $201)
4
Rental Property, Pleasant Grove, Utah
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
5
Rental Property, Surprise, Arizona
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
6
Masterworks Art Investing
6.1
Yayoi Kusama, A-Pumpkin (BAGN8) (securitized artwork)
$1,001 - $15,000
None (or less than $201)
7
Brokerage Account #1
7.1
META Platforms (META)
$1,001 - $15,000
None (or less than $201)
7.2
JP Morgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Yayoi Kusama, A-Pumpkin (BAGN8) (securitized artwork)
Purchase
06/15/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Mortgage
$50,001 - $100,000
2020
13 years
2
Wells Fargo Bank
$50,001 - $100,000
2012
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7.1
The company Facebook (FB) was renamed as META (META)

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