Estimated Net Worth
  • estimated net worth
    $473 K - $1.1 M
Salary
  • salary
    Unknown
Employment
  • Started 02/01/2021

Financial Disclosure Details - OGE Form 278e (01/20/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Francisco, California
Summer Analyst
8/2020
2
Berkeley, California
Graduate Student Instructor (Berkeley campus)
12/2020
3
Oakland, California
Senior Consulting Summer Associate
8/2019
4
San Francisco, California
2020 Zetema Fellow
12/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
Fidelity Emerging Asia Fund (FSEAX)
$15,001 - $50,000
None (or less than $201)
1.2
Morgan Stanley Institutional Fund Trust Discovery Portfolio (MACGX)
$15,001 - $50,000
None (or less than $201)
1.3
Janus Henderson Global Technology and Innovation Fund (JAGTX)
$1,001 - $15,000
None (or less than $201)
1.4
Shelton Green Alpha Fund (NEXTX)
$15,001 - $50,000
None (or less than $201)
2
IRA #2
2.1
Janus Henderson Global Technology and Innovation Fund (JAGTX)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Emerging Asia Fund (FSEAX)
$15,001 - $50,000
None (or less than $201)
3
Manatt Health Strategies
salary
$14,426
4
University of California
salary
$10,950

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
1
San Francisco, California
Summer Analyst - consulting
2
Houston, Texas
Consulting (client)
3
Olympia, Washington
Consulting (client)
4
Berkeley, California
Graduate Student Instructor (Berkeley campus)
5
Oakland, California
Senior Consulting Summer Associate

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Asheville, NC
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
2
U.S. brokerage account
2.1
Fidelity Select Medical Technology and Devices Portfolio (FSMEX)
$50,001 - $100,000
$1,001 - $2,500
2.2
Fidelity Select Retailing Portfolio (FSRPX)
$15,001 - $50,000
None (or less than $201)
2.3
iShares U.S. Medical Devices (IHI)
$15,001 - $50,000
None (or less than $201)
2.4
Janus Henderson Global Technology and Innovation Fund (JAGTX)
$50,001 - $100,000
$5,001 - $15,000
2.5
U.S. brokerage account (cash)
$1,001 - $15,000
3
Family Trust
3.1
Residential real estate, Los Angeles, CA
$15,001 - $50,000
Rent or Royalties
$201 - $1,000
3.2
U.S. bank account (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
Great Lakes Educational Loan Services
$50,001 - $100,000
2019
25 years
2
Wells Fargo
$100,001 - $250,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
August 2019-May 2020 and August-December 2020.
6
2.1
Per filer's ethics agreement and ethics agreement addendum, she has brought this holding below the de minimis level. Transaction occurred on 7 April 2021.
6
2.3
Per the filers ethics agreement and ethics agreement addendum, filer will keep this holding below the de minimis level.

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