Financial Disclosure Details - OGE Form 278e (05/08/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Employer -- City and County of San Francisco
$100,001 - $250,000
salary
2
City and County of San Francisco, defined benefit plan (value not readily ascertainable)
None (or less than $201)
3
San Francisco deferred comp (457) plan
3.1
457 plan: SFDCP Bond Index Fund
$250,001 - $500,000
None (or less than $201)
3.2
457 Plan: SFDCP Large Cap Growth Equity Fund
$50,001 - $100,000
None (or less than $201)
3.3
457 Plan: SFDCP Large Cap Value Fund
$100,001 - $250,000
None (or less than $201)
3.4
457 Plan: SFDCP Small-Mid Cap Equity Ind Fund
$50,001 - $100,000
None (or less than $201)
3.5
457 Plan: SFDCP International Equity Ind Fund
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
None (or less than $201)
2
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX)
$15,001 - $50,000
None (or less than $201)
4
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
$15,001 - $50,000
None (or less than $201)
5
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$50,001 - $100,000
None (or less than $201)
6
Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX)
$15,001 - $50,000
None (or less than $201)
7
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$100,001 - $250,000
None (or less than $201)
8
Vanguard Extended Market Index Fund Admiral Shares (VEXAX)
$50,001 - $100,000
None (or less than $201)
9
Vanguard International Growth Fund Admiral Shares (VWILX)
$50,001 - $100,000
None (or less than $201)
10
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX)
Purchase
02/17/2023
$1,001 - $15,000
2
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX)
Purchase
02/17/2023
$15,001 - $50,000

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
Nothing reported in this section

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