Estimated Net Worth
  • estimated net worth
    $533 K - $1.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Oakland, California
Special Counsel
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Department of Industrial Relations
Salary
$42,584
2
Calpers (California Public Employees' Retirement System), defined benefit plan
$1,001 - $15,000
None (or less than $201)
3
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$15,001 - $50,000
None (or less than $201)
4
Altshuler Berzon LLP Profit Sharing Plan
4.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
San Francisco, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2017
2
Sacramento, California
I will continue to participate in this defined benefit plan.
2/2019

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
City of San Francisco
salary
2
San Francisco Deferred Compensation Plan
None (or less than $201)
2.1
Northern Trust Collective S&P 500 Index Fund - DC - Non-Lending-Tier 4
$1,001 - $15,000
None (or less than $201)
2.2
World Core Equity Portfolio Institutional Class Shares (DREIX)
$1,001 - $15,000
None (or less than $201)
2.3
EuroPacific Growth Fund Class R6 Shares (RERGX)
$1,001 - $15,000
None (or less than $201)
2.4
Hartford Schroders International Multi-Cap Value Fund Class I Shares (SIDNX)
$1,001 - $15,000
None (or less than $201)
2.5
Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX)
$1,001 - $15,000
None (or less than $201)
3
BlackRock LifePath Index Retirement Fund Institutional Shares (LIRIX)
$100,001 - $250,000
None (or less than $201)
4
DC Deferred Compensation Plan
4.1
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank savings account
$50,001 - $100,000
Interest
$1,001 - $2,500
2
U.S. bank checking account
$15,001 - $50,000
Interest
None (or less than $201)
3
ScholarShare 529 Plan
3.1
TIAA-CREF Equity Index Fund Institutional Class Shares (TIEIX)
$15,001 - $50,000
None (or less than $201)
3.2
TIAA-CREF International Equity Index Fund Institutional Class Shares (TCIEX)
$1,001 - $15,000
None (or less than $201)
3.3
TIAA-CREFEmerging Markets Equity Index Fund Institutional Class Shares (TEQLX)
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard Real Estate Index Fund Institutional Class Shares (VGSNX)
$1,001 - $15,000
None (or less than $201)
3.5
TIAA-CREF Bond Index Fund Institutional Class Shares (TBIIX)
$1,001 - $15,000
None (or less than $201)
3.6
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX)
$1,001 - $15,000
None (or less than $201)
3.7
Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Super Lucky Casino Inc. (gaming company)
Sale
02/01/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
First Republic Bank
$50,001 - $100,000
2013
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
4
Interest was sold on February 1, 2021, prior to entering government service. Sellers will continue to receive earn-out payments through 2023, although they no longer own an interest in company.

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