Estimated Net Worth
- $3.1 M - $8.1 M
Salary
- Unknown
Employment
- Started 02/22/2021
Records
Financial Disclosure Details - OGE Form 278e (02/22/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Sacramento, California | Founder and CEO | 2/2021 | |
2 | San Francisco, California | Board of Directors | 1/2021 | |
3 | Los Angeles, California | Board of Directors | 1/2021 | |
4 | Sacramento, California | Board of Directors | 1/2021 | |
5 | Sacramento, California | Board of Directors | 1/2021 | |
6 | Sacramento, California | Board of Directors | 1/2021 | |
7 | Palo Alto, California | Advisor | 1/2021 | |
8 | Washington, District of Columbia | Board of Directors | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Skelton Strategies | $500,001 - $1,000,000 | Income from Skelton Strategies | $531,000 |
2 | Oak Tree Strategies | $250,001 - $500,000 | Income per fixed amount set for sale of business | $100,000 |
3 | US bank cash account | $1,001 - $15,000 | None (or less than $201) | |
4 | AMERICAN BALANCED F2 | $1,001 - $15,000 | None (or less than $201) | |
5 | AMERICAN GLOBAL BALANCED F2 | $1,001 - $15,000 | None (or less than $201) | |
6 | AMERICAN INFL LNKD BD F2 | $1,001 - $15,000 | None (or less than $201) | |
7 | AMERICAN MUTUAL F2 | $1,001 - $15,000 | None (or less than $201) | |
8 | E V BALANCED I | $1,001 - $15,000 | None (or less than $201) | |
9 | FIDELITY ADV BALANCED I | $1,001 - $15,000 | None (or less than $201) | |
10 | AMERICAN FUNDAMENTAL INV F2 | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|---|
1 | Sacramento, California | Consulting Services | |
2 | Sacramento, California | Consulting Services | |
3 | Sacramento, California | Consulting Services | |
4 | Washington DC | Consulting Services | |
5 | Sunnyside, California | Consulting Services | |
6 | San Francisco, California | Consulting Services | |
7 | San Francisco, California | Consulting Services | |
8 | Sacramento, California | Consulting Services | |
9 | Sacramento, California | Consulting Services | |
10 | Sacramento, California | Consulting Services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Sacramento Public Defender Office | Salary | ||
2 | AMERICAN BALANCED A | $15,001 - $50,000 | $201 - $1,000 | |
3 | AMERICAN CAP WRLD GR & INC A | $15,001 - $50,000 | $201 - $1,000 | |
4 | AMERICAN WA MUTUAL A | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | VANGUARD TARGET 2025 | $15,001 - $50,000 | None (or less than $201) | |
6 | FIDELITY CONTRAFUND K6 | $50,001 - $100,000 | None (or less than $201) | |
7 | PARNASSUS CORE EQUITY INST | $50,001 - $100,000 | None (or less than $201) | |
8 | VANGUARD TARGET 2025 | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank cash account | $100,001 - $250,000 | None (or less than $201) | |
2 | AT&T INC | $1,001 - $15,000 | Dividends Capital Gains Interest | $201 - $1,000 |
3 | BLOOM ENERGY CORP COM CL A | $100,001 - $250,000 | None (or less than $201) | |
4 | CISCO SYS INC | $1,001 - $15,000 | None (or less than $201) | |
5 | WALT DISNEY CO HLDG CO | $15,001 - $50,000 | None (or less than $201) | |
6 | MERCK & CO INC NEW COM | $1,001 - $15,000 | Dividends Interest Capital Gains | $201 - $1,000 |
7 | UNILEVER PLC (NEW) ADS | $15,001 - $50,000 | Dividends Capital Gains Interest | $201 - $1,000 |
8 | INVESCO S&P 500 EQUAL WEIGHT E | $15,001 - $50,000 | $201 - $1,000 | |
9 | ISHARES CORE S&P 500 ETF | $50,001 - $100,000 | $201 - $1,000 | |
10 | ISHARES MSCI EMERGING MKTS ETF | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SBA PPP | $15,001 - $50,000 | 2020 | NA |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | Regards the sale of Skelton Strategies |
6 | 38 | cash accounts: Checking and Money market accounts. |
8 | 1 | Subject to any applicable forgiveness eligibility. |
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