Financial Disclosure Details - OGE Form 278e (04/25/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Austin, Texas
chief economist
2/2022
2
San Francisco, California
trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
iShares MSCI EAFE Small-Cap ETF (SCZ)
$15,001 - $50,000
None (or less than $201)
1.2
PIMCO StocksPLUS International Fund (US Dollar-Hedged) Institutional Class Shares (PISIX)
$500,001 - $1,000,000
None (or less than $201)
1.3
U.S. bank (cash)
$250,001 - $500,000
None (or less than $201)
2
Recruit/Indeed compensation
2.1
Indeed.com
Salary and bonuses
$116,780
2.2
Recruit Holdings Co. Ltd. RSUs (sold)
RSUs received in 2021, 25% vested and sold in 2022 (remainder cancelled)
$110,839
2.3
Indeed.com Long Term Incentive Plan (LTIP) (cash received)
cash incentive distribution, paid Feb 2022 for LTIPS vesting Dec 31 2021
$495,250

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Austin, Texas
In March 2022 and March 2023 I will receive a "true-up" from Indeed into the Fidelity 401k for 2021 and 2022, respectively, to adjust the employer match.
9/2016
These are formulaic and not subject to any actions I might take.

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
BlackRock
salary, bonus
2
BlackRock Equity Plan
2.1
BlackRock, Inc. (BLK) unvested restricted stock units
$500,001 - $1,000,000
None (or less than $201)
3
BlackRock 401k
3.1
Mirova Global Sustainable Equity Fund Class Y Shares (ESGYX)
$50,001 - $100,000
None (or less than $201)
3.2
BlackRockEmerging Markets Fund, Inc Investor A Shares (MDDCX)
$50,001 - $100,000
None (or less than $201)
4
IRA
4.1
PIMCO StocksPLUS International Fund (US Dollar-Hedged) Institutional Class Shares (PISIX)
$1,000,001 - $5,000,000
None (or less than $201)
4.2
Morgan Stanley Institutional Fund Trust Growth Portfolio Class A Shares (MSEGX)
$50,001 - $100,000
None (or less than $201)
4.3
Morgan Stanley Institutional Fund Trust Inception Portfolio Class A Shares (MSSMX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
iShares Core S&P Mid-Cap ETF (IJH)
$500,001 - $1,000,000
$5,001 - $15,000
2
iShares Core S&P Small-Cap ETF (IJR)
$500,001 - $1,000,000
$5,001 - $15,000
3
iShares Core S&P 500 ETF (IVV)
$1,000,001 - $5,000,000
$15,001 - $50,000
4
iShares MSCI EAFE Small-Cap ETF (SCZ)
$1,000,001 - $5,000,000
$15,001 - $50,000
5
Vanguard Small-Cap Index Fund ETF Shares (VB)
$100,001 - $250,000
$1,001 - $2,500
6
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)
$1,001 - $15,000
None (or less than $201)
7
Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU)
$1,001 - $15,000
None (or less than $201)
8
Vanguard 500 Index Fund ETF Shares (VOO)
$100,001 - $250,000
$1,001 - $2,500
9
Vanguard Value Index Fund ETF Shares (VTV)
$100,001 - $250,000
$2,501 - $5,000
10
Vanguard Large-Cap Index Fund ETF Shares (VV)
$500,001 - $1,000,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
BlackRock, Inc. (BLK)
Sale
03/02/2022
$50,001 - $100,000
2
Recruit Holdings shares
Sale
03/10/2022
$50,001 - $100,000
3
Brown Capital Management International Small Company Fund Inst Shares (BCSFX)
Sale
07/18/2022
$250,001 - $500,000
4
Morgan Stanley Institutional Fund Trust Inception Portfolio Class A Shares (MSSMX)
Sale
07/18/2022
$100,001 - $250,000
5
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional (PISIX)
Purchase
06/09/2022
$15,001 - $50,000
6
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional (PISIX)
Purchase
09/08/2022
$15,001 - $50,000
7
iShares Micro-Cap ETF (IWC)
Purchase
09/30/2022
$1,001 - $15,000
8
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional (PISIX)
Purchase
12/07/2022
$50,001 - $100,000
9
Morgan Stanley Institutional Fund Trust Growth Portfolio Class A Shares (MSEGX)
Purchase
12/12/2022
$1,001 - $15,000
10
iShares Micro-Cap ETF (IWC)
Purchase
12/19/2022
$1,001 - $15,000

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
2
2.2
RSUs granted 2021, vested & fully divested 2022
7
2
transaction settled 3/17/22

Do you have information about Jed Kolko that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved