Estimated Net Worth
  • estimated net worth
    $783 K - $2.1 M
Salary
  • salary
    Unknown
Employment
  • Started 03/29/2022

Financial Disclosure Details - OGE Form 278e (11/28/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Vice President for Financial and Business Strategy, and Treasurer.
Present
2
San Francisco, California
Independent Director
Present
3
Washington, District of Columbia
Fellow
Present
4
Washington, District of Columbia
SAGE Advisor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Urban Institute
Salary and bonus
$673,353
2
Bank of the West (Banking)
Director's fees
$294,343
3
City and County of San Francisco, defined benefit plan (value not ascertainable): eligible for approximately $2,265 at age 60
None (or less than $201)
4
SEP IRA
4.1
Vanguard Diversified Equity Fund Investor Shares (VDEQX)
$15,001 - $50,000
None (or less than $201)
4.2
Vanguard Target Retirement 2050 Fund Investor Shares (VFIFX)
$15,001 - $50,000
None (or less than $201)
4.3
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
$15,001 - $50,000
None (or less than $201)
5
Urban Institute
5.1
Fidelity 500 Index Fund (FXAIX
$50,001 - $100,000
None (or less than $201)
5.2
Vanguard Small-Cap Index Fund Admiral Shares VSMAX
$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 benefit plan.
5/1999
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
2/2017
3
San Francisco, California
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
5/1999
4
Washington, District of Columbia
Pursuant to past practice, I may be eligible to receive a discretionary bonus based on my 2021 performance if I remain with the Urban Institute when bonuses are awarded in 2022. If the Urban Institute decides to pay me a bonus for work I performed during 2021, I will receive any bonus prior to assuming my duties or I will forfeit it.
11/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Senior Vice President for Financial and Business Strategy and Treasurer
2
San Francisco, California
service as an independent director

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Roth IRA
1.1
Vanguard Intermediate-Term Investment- Grade Fund Investor Shares VFICX
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Windsor II Fund Investor Share VWNFX
$1,001 - $15,000
None (or less than $201)
2
SEP IRA
2.1
Vanguard 500 Index Fund Admiral Shares VFIAX
$50,001 - $100,000
None (or less than $201)
3
University of California, 403(b) Plan
3.1
Fidelity® 500 Index Fund FXAIX
$50,001 - $100,000
None (or less than $201)
4
California State Teachers' Retirement System, defined benefit plan (value not readily ascertainable)
None (or less than $201)
5
University of California Retirement Savings Program, 403(b) plan
5.1
UC DCP - UC Pathway Fund 2030
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Investment Company of America Class A Shares (AIVSX)
$1,001 - $15,000
None (or less than $201)
2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
$2,501 - $5,000
3
Growth Fund of America Class A Shares (AGTHX)
$1,001 - $15,000
None (or less than $201)
4
Edison International (EIX)
$15,001 - $50,000
None (or less than $201)
5
Fidelity Select Energy Portfolio (FSENX)
$1,001 - $15,000
None (or less than $201)
6
Vanguard California Intermediate-Term Tax- Exempt Fund Investor Shares (VCAIX)
$15,001 - $50,000
$2,501 - $5,000
7
Exelon Corp. (EXC)
$1,001 - $15,000
None (or less than $201)
8
U.S. bank #1 (cash)
$250,001 - $500,000
Interest
$201 - $1,000
9
U.S. bank # 1 (cash)
$1,001 - $15,000
None (or less than $201)
10
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$500,001 - $1,000,000
2020
30 years
2
Chase Home Lending
$500,001 - $1,000,000
2014
10 years ARM

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Mortgage refinanced in 2020. Current balance is $0.

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