Estimated Net Worth
  • estimated net worth
    $14.7 M - $53.2 M
Salary
  • salary
    Unknown
Employment
  • Started 10/28/2021

Financial Disclosure Details - OGE Form 278e (06/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Francisco, California
Chief Trust & Security Officer
10/2021
2
Cambridge, Massachusetts
Lecturer
10/2021
3
Charlottesville, Virginia
Lecturer
10/2021
4
Washington, District of Columbia
Member board of directors
10/2021
5
Washington, District of Columbia
Nonresident Senior Fellow
10/2021
6
Bethesda, Maryland
Advisory Board member
10/2021
7
Reston, Virginia
Advisory Board member
10/2021
8
Washington, District of Columbia
Adjunct Senior Fellow
10/2021
9
Austin, Texas
Member board of directors
10/2021
10
San Francisco, California
Advisory Board member
10/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Uber Technologies, Inc. (UBER)
$1,000,001 - $5,000,000
None (or less than $201)
2
Uber Technologies, Inc.
$5,134,677
3
Harvard Law School
Salary
$12,000
4
University of Virginia
Salary
$11,000
5
Enlightenment Capital, LLC Advisory Board (Investment firm)
advisory board fees
$1,000
6
Noblis, Inc. (National security technology)
advisory board fees
$4,000
7
Hart Intercivic, Inc. (voting technology and services)
director's fees
$21,019
8
IRA
8.1
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
$50,001 - $100,000
None (or less than $201)
8.2
Calamos Market Neutral Income Fund Class I Shares (CMNIX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
San Francisco, California
I will forfeit my unvested restricted stock upon my separation.
9/2018
2
San Francisco, California
I will continue to participate in this defined contribution plan. Uber does not make contributions to this plan.
9/2018
3
Tysons Corner, Virginia
Upon resignation, I retained my vested restricted stock.
9/2014
4
San Francisco, California
My participation in the employee stock purchase plan ceased upon my separation from the firm.
5/2019
5
Bethesda, Maryland
I retain carried interest in Enlightenment Capital, LLC, funds as compensation for advisory services provided from 2015 to present. The percentage was fixed in 2015. Payment will be made if and when the firm profits from its investments.
5/2015

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
Rachel's Network
salary
2
IRA
2.1
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
$15,001 - $50,000
None (or less than $201)
2.2
Calamos Market Neutral Income Fund Class I Shares (CMNIX)
$15,001 - $50,000
None (or less than $201)
2.3
Calvert Small Cap Fund Class I Shares (CSVIX)
$15,001 - $50,000
None (or less than $201)
2.4
BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX)
$15,001 - $50,000
None (or less than $201)
2.5
Fidelity Advisor Real Estate Income Fund Class I Shares (FRIRX)
$15,001 - $50,000
None (or less than $201)
2.6
iShares MSCI USA ESG Select ETF (SUSA)
$100,001 - $250,000
None (or less than $201)
2.7
Neuberger Berman Long Short Fund Institutional Class Shares (NLSIX)
$15,001 - $50,000
None (or less than $201)
2.8
Money market account (cash)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Share (one-third) of family farm, including mineral rights, in Williston, ND
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
2
U.S. bank account (cash)
$250,001 - $500,000
None (or less than $201)
3
Investment account
3.1
ACAP Strategic (XCWPX)
$250,001 - $500,000
None (or less than $201)
3.2
Invesco Equally-Weighted S&P 500 Fund Cl Y Shs (VADDX)
$100,001 - $250,000
$1,001 - $2,500
3.3
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
$100,001 - $250,000
$201 - $1,000
3.4
Calamos Market Neutral Income Fund Class I Shares (CMNIX)
$100,001 - $250,000
$201 - $1,000
3.5
Columbia Contrarian Core Fund Institutional Class Shares (SMGIX)
$100,001 - $250,000
$1,001 - $2,500
3.6
Delaware Small Cap Core Fund Institutional Class Shares (DCCIX)
$100,001 - $250,000
None (or less than $201)
3.7
iShares Core S&P 500 ETF (IVV)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Columbia Strategic Income Fund Institutional Class Shares (LSIZX)
Sale
12/21/2021
$50,001 - $100,000
2
BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX)
Purchase
12/29/2021
$1,001 - $15,000
3
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
Purchase
12/29/2021
$1,001 - $15,000
4
Calamos Market Neutral Income Fund Class I Shares (CMNIX)
Purchase
12/29/2021
$1,001 - $15,000
5
Calvert Bond Fund Class I Shares (CBDIX)
Purchase
12/21/2021
$1,001 - $15,000
6
Calvert Equity Fund Class I Shares (CEYIX)
Purchase
12/29/2021
$1,001 - $15,000
7
Calvert International Equity Fund Class I Shares (CWVIX)
Purchase
12/29/2021
$1,001 - $15,000
8
Calvert Small Cap Fund Class I Shares (CSVIX)
Purchase
12/29/2021
$1,001 - $15,000
9
Fidelity Advisor Health Care Fund Class I Shares (FHCIX)
Purchase
12/29/2021
$1,001 - $15,000
10
Fidelity Advisor Real Estate Income Fund Class I Shares (FRIRX)
Purchase
12/29/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
PennyMac Loan Services
$250,001 - $500,000
2020
30-year fixed
2
Bank of America
$250,001 - $500,000
2017
30-year fixed
3
PHH Mortgage
$500,001 - $1,000,000
2021
30 -year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Includes salary received as restricted stock.
2
8.17
This asset has been divested.
2
9
Invested in: EverWatch, defense and intel contracting Cadmus Group, strategic consulting services U.Group, government digital services System High Corporation, intel security consulting and services
2
10
Investments are: System High Corporation, intel security and consulting services IntelliBridge, intelligence analysis Sev1Tech, IT services Hart InterCivic, voting technology and services Emagine IT, IT and cybersecurity services Expression Networks, IT services EverWatch, IT services Artlin Consulting, data analytics PrintScan Robotic Research OROS Fenix
2
11
Investments are: Emagine IT, IT and cybersecurity services Sev1Tech, IT services Expression Networks, IT services EverWatch, IT services Artlin Consulting, data analytics PrintScan OROS Fenix
5
2.12
This asset has been divested.
6
1
Valuation based on 2021 appraisal.
6
12.9
This asset has been divested.
8
2
Mortgage paid off with refinance using other listed mortgage.

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