Financial Disclosure Details - OGE Form 278e (04/26/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Jose, California
General Manager/CEO
1/2021
2
San Jose, California
Board Member
1/2021
3
Sacramento, California
Executive Committee Member
1/2021
4
Washington, District of Columbia
Board Member
1/2021
5
Washington, DC, District of Columbia
Board Member
1/2021
6
San Jose, California
Board Member
1/2021
7
Washington, DC, District of Columbia
Executive Committee Member
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Santa Clara Valley Transportation Authority
VTA annual salary - this amount represents earnings through 1/19/21 when I ended my employment with the VTA.
$29,167
2
Santa Clara Valley Transportation Authority - Cash Pension Plan Payout
Lump sum payment
$92,000
3
Santa Clara Valley Transportation Authority - Vacation Balance Payoff
Lump sum payment at the end of my employment with VTA in January 2021
$57,306
4
Santa Clara Valley Transportation Authority - annual car allowance
This amount represents car allowance for the month of January 2021 when I ended my employment with the VTA.
$750
5
IRA #2
5.1
Accenture Plc (ACN)
$1,001 - $15,000
None (or less than $201)
5.2
Adyen N V (ADYEY)
$1,001 - $15,000
None (or less than $201)
5.3
AIA Group Ltd. (AAGIY)
$1,001 - $15,000
None (or less than $201)
5.4
Alcon Inc. (ALC)
$1,001 - $15,000
None (or less than $201)
5.5
Amadeus IT Group SA (AMADY)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
San Jose, California
Upon separation, I received lump sum payments for vacation balance payoff and a cash pension plan payout. As part of my employment contract, I also received a $750 per month car allowance. I no longer receive these benefits.
12/2013
2
Sacramento, California
I retired from my former employment with the Santa Clara Valley Transportation and will receive monthly pension checks from CalPERS
3/2021

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
Washington Metropolitan Transit Authority
$50,001 - $100,000
Retirement Payments
$78,882
2
Chicago Transit Authority
$15,001 - $50,000
Retirement Payments
$16,014

Other Assets and Income

#
Description
Value
Type
Amount
1
TOD Brokerage Account
1.1
JP Morgan Deposit Sweep (QCPCM) (Money Market Fund)
$1,001 - $15,000
None (or less than $201)
1.2
Edgewood Growth Fund Class Institutional (EGFIX)
$1,001 - $15,000
None (or less than $201)
1.3
Cohen & Steers Low Duration Preferred and Income Fund (LPXFX)
$1,001 - $15,000
None (or less than $201)
1.4
iShares MSCI Germany ETF (EWG)
$1,001 - $15,000
None (or less than $201)
1.5
JPMorgan Large Cap Growth Fund Class R6 (JLGMX)
$1,001 - $15,000
None (or less than $201)
1.6
Nuveen Preferred Securities & Income Fund Class R (NPSRX)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Financials Index Fund ETF (VFH)
$1,001 - $15,000
None (or less than $201)
1.8
WCM Focused International Growth Fund Institutional (WCMIX)
$1,001 - $15,000
None (or less than $201)
1.9
iShares 7-10 Year Treasury Bond ETF (IEF)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Sale of Timeshare
Sale
07/19/2021
$1,001 - $15,000
2
WUXI Biologics Cayman Inc
Purchase
01/28/2021
$1,001 - $15,000
3
Texas Instruments Incorporated (TXN)
Sale
01/20/2021
$1,001 - $15,000
4
Wuxi Biologics Cayman Inc. (WXXWY)
Purchase
01/28/2021
$1,001 - $15,000
5
Cisco Systems, Inc. (CSCO)
Sale
03/04/2021
$1,001 - $15,000
6
Lam Research Corp. (LRCX)
Sale
03/11/2021
$1,001 - $15,000
7
Accenture Plc (ACN)
Sale
04/09/2021
$1,001 - $15,000
8
TSM - Taiwan Semiconductor Mfg
Sale
04/08/2021
$1,001 - $15,000
9
MELI- Mercado Libre Inc.
Sale
03/25/2021
$1,001 - $15,000
10
Philip Morris International, Inc. (PM)
Purchase
04/23/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citi/Advantage
$10,001 - $15,000
2015
Revolving
2
Barclays
$10,001 - $15,000
2012
Revolving
3
Chase United
$10,001 - $15,000
2017
Revolving
4
CENLAR
$500,001 - $1,000,000
2015
360 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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