Financial Disclosure Details - OGE Form 278e (05/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Oakland, California
Co-owner, CEO, VP
12/2020
2
Berkeley, California
Adjunct Professor
1/2021
3
Marinette, Wisconsin
Board Member
2/2021
4
Burlingame, California
Board Member
2/2021
5
Washington, District of Columbia
Contractor
2/2021
6
Arlington, Virginia
Contractor
2/2021
7
Berkeley, California
Senior Research Fellow
2/2021
8
Berkeley, California
Senior Research Fellow
2/2021
9
Washington, District of Columbia
Co-Lead for Agency Review Team
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA SEP
1.1
Ishares Preferred and Income Securities ETF (PFF)
$1,001 - $15,000
None (or less than $201)
1.2
U.S. sweep account (cash)
$1,001 - $15,000
None (or less than $201)
1.3
Cedar Fair LP (FUN)
$1,001 - $15,000
None (or less than $201)
1.4
Invesco Ltd. (IVZ)
$1,001 - $15,000
None (or less than $201)
1.5
Redfin Corp. (RDFN)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Information Technology Index Fund (VGT)
$1,001 - $15,000
None (or less than $201)
1.7
Brighthouse Financial, bond
$1,001 - $15,000
None (or less than $201)
1.8
DNP Select Income (DNP)
$1,001 - $15,000
None (or less than $201)
1.9
Invesco Preferred ETF (PGX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Berkeley, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2011
2
Berkeley, California
I will continue to participate in this defined contribution 403(b) plan, but the plan sponsor no longer makes contributions.
1/2011
3
Berkeley, California
I will continue to participate in this defined contribution 457(b) plan, but the plan sponsor no longer makes contributions.
1/2011
4
Detroit, Michigan
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
5/1994
5
Lansing, Michigan
I will continue to participate in this defined contribution 401(k) plan, but the plan sponsor no longer makes contributions.
1/1999
6
Lansing, Michigan
I will continue to participate in this defined contribution 457 plan, but the plan sponsor no longer makes contributions.
1/1999

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
University of California, Berkeley
salary
2
Granholm Mulhern Associates (S-Corp (consulting/leadership))
2.1
Granholm Mulhern Associates, business ownership/income (50%)
None (or less than $1,001)
None (or less than $201)
3
IRA Roth
3.1
Nuveen ESG Lg Cap Growth ETF (NULG)
$1,001 - $15,000
None (or less than $201)
4
University of California, defined contribution plan
4.1
UC Pathway Fund 2020
$1,001 - $15,000
None (or less than $201)
5
University of California, 457(b) plan
5.1
UC Pathway Fund 2030
$100,001 - $250,000
None (or less than $201)
6
University of California 403(b) plan

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Oakland, California
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
2
U.S. credit union (cash)
$50,001 - $100,000
Interest
None (or less than $201)
3
Michigan Education Savings Plan (Child #1 529)
3.1
100% Fixed Income Option
$1,001 - $15,000
None (or less than $201)
4
Michigan Education Savings Plan (Child #2 529)
4.1
In School Option Portfolio
$1,001 - $15,000
None (or less than $201)
4.2
Global Equity Index Option
$1,001 - $15,000
None (or less than $201)
5
Joint Brokerage Account
GRANHOLM, JENNIFER M - Page 10
5.1
Gilead (GILD)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Exercised vested stock options to purchase Proterra Inc. stock
Purchase
05/12/2021
$500,001 - $1,000,000
2
Apple, Inc. (AAPL)
Sale
03/22/2021
$15,001 - $50,000
3
Cisco Systems, Inc. (CSCO)
Sale
03/22/2021
$15,001 - $50,000
4
Microsoft Corp. (MSFT)
Sale
03/22/2021
$15,001 - $50,000
5
Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI)
Sale
03/22/2021
$1,001 - $15,000
6
Visa, Inc. (V)
Sale
03/22/2021
$1,001 - $15,000
7
AT&T, Inc. (T)
Sale
03/22/2021
$1,001 - $15,000
8
Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI)
Sale
03/22/2021
$1,001 - $15,000
9
Synovus Financial Corp. 6.3% (SNV-D)
Sale
03/22/2021
$1,001 - $15,000
10
Albemarle Corp. (ALB)
Sale
03/22/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
SPS Mortgage Company (no longer held)
$500,001 - $1,000,000
2012
30
2
Quicken Loans
$500,001 - $1,000,000
2020
30
3
Quicken Loans
$500,001 - $1,000,000
2020
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3
In April 2022, plan cashed out and amount received after close of reporting period.

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