Estimated Net Worth
- $2.9 M - $8.5 M
Salary
- Unknown
Employment
- Started 09/15/2022
Financial Disclosure Details - OGE Form 278e (03/23/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Elastic NV | Mountain View, California | GM, Security & VP, Security Strategy | Present |
2 | Strategic Education, Inc. | Herndon, Virginia | Independent Board Director | Present |
3 | Supply Wisdom, Inc. | New York, New York | Independent Board Director | Present |
4 | New York, New York | Independent Board Member | Present | |
5 | Hanover, New Hampshire | Trustee | 6/2020 | |
6 | New York, New York | Advisory Board Member -- Military & Veterans Affairs | Present | |
7 | Ordway Labs, Inc. | Washington, District of Columbia | Advisory Board Member | Present |
8 | Chain Bridge I (CBRGU) | Burlingame, California | Board Director | Present |
9 | Cape Elizabeth Land Trust | Cape Elizabeth, Maine | Independent Board Director | Present |
10 | Speedwell Associates, Inc. | Cape Elizabeth, Maine | President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | JPMorgan Chase & Co. | Consulting Fees | $30,000 | |
2 | Supply Wisdom, Inc. (supply chain visibility and risk management software) | Director Fees | $15,000 | |
3 | Strategic Education, Inc. | Director Fees | $117,500 | |
4 | Strategic Education, Inc. (STRA) | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
5 | Elastic NV | Salary | $555,000 | |
6 | Roth IRA | |||
6.1 | Edwards Lifesciences Corp. (EW) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | IDEXX Laboratories, Inc. (IDXX) | $1,001 - $15,000 | None (or less than $201) | |
6.3 | salesforce.com, inc. (CRM) | None (or less than $1,001) | None (or less than $201) | |
6.4 | Intercontinental Exchange, Inc. (ICE) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Supply Wisdom, Inc. | New York, New York | Upon separation, I will retain my vested stock options and forfeit my unvested stock options. Pursuant to my compensation plan, I will exercise my vested options within 90 days from the date of my departure or the vested options will be forfeited. | 4/2021 |
2 | Elastic NV | Mountain View, California | Upon my resignation from the company, Elastic NV will accelerate the vesting of any unvested RSUs that are scheduled to vest through December 31, 2022. I will forfeit any unvested RSUs that are scheduled to vest on January 1, 2023 or later. | 10/2019 |
3 | Elastic NV | Mountain View, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2019 |
4 | Ordway Labs, Inc. | Washington, District of Columbia | Upon separation, I will retain my vested options and Ordway will accelerate the vesting of my unvested stock options. Pursuant to my compensation plan, I will exercise my vested options within 90 days from the date of my departure or the vested options will be forfeited. | 7/2020 |
5 | Elastic NV | Mountain View, California | All vested stock options were exercised subsequent to the filing of the report, resulting in an additional $250,000-$500,000 in Elastic common stock that is not reflected on the report. | 10/2019 |
6 | Speedwell Associates, Inc. | Cape Elizabeth, Maine | My consulting business will be inactive during my appointment. There are no outstanding client fees; the business is currently dormant and will remain dormant | 3/2022 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | New York, New York | Advised JPMC leadership on issues related to hiring and retaining military veterans and spouses. I served in this capacity alongside First Lady Jill Biden. | |
2 | Supply Wisdom, Inc. | New York , New York | Independent Board Director. |
3 | Strategic Education, Inc. | Herndon, Virginia | Independent Board Director. |
4 | Elastic | Mountain View, California | This is my full-time employer. I lead Elastic's global information security business unit. |
5 | Lowe's Home Improvement (through Keppler Speakers Bureau) | Mooresville, North Carolina | Delivered a virtual speech on cybersecurity and received a speaking honorarium. |
6 | The Channel Company (through Keppler Speakers Bureau) | Westborough, Massachusetts | Delivered a virtual speech on cybersecurity and received a speaking honorarium. |
7 | Kimberly-Clark Corporation (through Keppler Speakers Bureau) | Irving, Texas | Delivered a virtual speech on cybersecurity and received a speaking honorarium. |
8 | Ordway Labs, Inc. | Washington, District of Columbia | Advisory Board member |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Northeastern University | salary, bonus | ||
2 | Roth IRA | |||
2.1 | Estee Lauder Cos. (EL) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Avalara, Inc. (AVLR) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Intuitive Surgical, Inc. (ISRG) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Edwards Lifesciences Corp. (EW) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Dover Corp. (DOV) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Generac Holdings, Inc. (GNRC) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Inner Loop Capital Fund LP | $15,001 - $50,000 | None (or less than $201) | |
2 | Ranch Road Boots (retail footwear company) convertible note | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
3 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | Bitcoin (Coinbase account) | $250,001 - $500,000 | None (or less than $201) | |
6 | Maine 529 College Savings Plan #1 | |||
6.1 | Principal Plus Portfolio C | $15,001 - $50,000 | None (or less than $201) | |
6.2 | Blackrock Advantage Large Cap Core A | $15,001 - $50,000 | None (or less than $201) | |
6.3 | Principal Plus Portfolio A | $100,001 - $250,000 | None (or less than $201) | |
6.4 | Blackrock Advantage Large Cap Core C | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
Nothing reported in this section |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
2 | 6.3 | The value of this holding is below the reporting threshold but I am electing to report it here so that future updates/edits are easier to complete. |
2 | 11 | These restricted stock units were awarded as part of the compensation for the sale of my former company, Endgame, to Elastic. |
2 | 17 | These options were exercised subsequent to the filing of the report, resulting in an additional $250,000- $500,000 in Elastic common stock that is not reflected on the report. |
2 | 19 | These restricted stock units have been awarded as part of my compensation and benefits during my employment with Elastic. |
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