Financial Disclosure Details - OGE Form 278e (09/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Chief Executive Officer
1/2021
2
Los Angeles, California
Member, Board of Directors
1/2021
3
Oakland, California
Member, Board of Directors
1/2021
4
Washington, District of Columbia
Co-Chair, Water Forum
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
US Water Alliance, Washington, DC
Salary, Bonus, Unused Leave
$348,460
2
Roth IRA
2.1
Schwab U.S. Broad Market ETF (SCHB)
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Mid-Cap Index Fund ETF (VO)
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Total Stock Market Index Fund ETF Shares (VTI)
$15,001 - $50,000
None (or less than $201)
3
U.S. Water Alliance, 401(k) plan
3.1
Vanguard Target Retirement 2040 Fund Investor Shares (VFORX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the employer ceased making contributions upon my separation.
1/2017

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
Direct Commerce Inc (financial services)
salary

Other Assets and Income

#
Description
Value
Type
Amount
1
Irrevocable Trust: 100% beneficiary
1.1
Schwab Government Money Fund Sweep Class Shares (SWGXX)
$15,001 - $50,000
None (or less than $201)
1.2
PIMCO Income Fund Institutional Class Shares (PIMIX)
$50,001 - $100,000
$1,001 - $2,500
1.3
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
1.4
Alphabet, Inc. (GOOGL)
$50,001 - $100,000
None (or less than $201)
1.5
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
None (or less than $201)
1.6
BHP Group Limited
$1,001 - $15,000
Dividends
$201 - $1,000
1.7
Costco Wholesale Corp. (COST)
$15,001 - $50,000
Dividends
$201 - $1,000
1.8
Intel Corp. (INTC)
$1,001 - $15,000
Dividends
$201 - $1,000
1.9
Johnson and Johnson
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Invesco S&P 500 Equal Weight Utilities ETF (RYU)
Sale
02/22/2021
$15,001 - $50,000
2
Chevron Corporation (CVX)
Sale
02/22/2021
$15,001 - $50,000
3
Vanguard Growth Index Fund ETF Shares (VUG)
Purchase
02/22/2021
$1,001 - $15,000
4
Vanguard Dividend Appreciation Index Fund ETF Shares (VIG)
Purchase
02/22/2021
$15,001 - $50,000
5
Berkshire Hathaway Inc. (BRK-B)
Sale
04/29/2021
$15,001 - $50,000
6
Utilities Select Sector SPDR Fund (XLU)
Sale
04/29/2021
$15,001 - $50,000
7
Fidelity MSCI Utilities Index ETF (FUTY)
Sale
04/12/2021
$1,001 - $15,000
8
Vanguard Emerging Markets Government Bond Index Fund ETF Shares (VWOB)
Purchase
04/20/2021
$1,001 - $15,000
9
Medtronic plc (MDT)
Purchase
01/29/2021
$1,001 - $15,000
10
Carrier Global Corporation (CARR)
Sale
02/02/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Pennymac
$250,001 - $500,000
2021
30 year fixed rate
2
Chase Bank
$500,001 - $1,000,000
2013
30 years
3
SoFi
$50,001 - $100,000
2021
3 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
Filer is the 100% beneficiary of this trust.
6
2
The reported values are the total values in the Irrevocable Trust. Filer has a 50% interest in each of the trust's assets.
6
3
The reported values are the total values in the Limited Partnership. Filer has a 5% limited partnership interest and each of filer's dependent children have 22% limited partnership interests in the total assets. Filer has a 49% imputed interest in the Limited Partnership
6
5
The reported values are the total values in the Limited Partnership. Filer has a 5% limited partnership interest and each of the the Filer's dependent children have 22% limited partnership interest in the total assets. Filer has a 49% imputed interest in the Limited Partnership
6
6
Reported values are total values in the Limited Partnership. Filer has a 5% limited partnership interest and each of the Filer's dependent children have 22% limited partnership interest in the total values. Filer has a 49% imputed interest in the Limited Partnership
6
6.37
Asset #1
6
7
The reported values are the total values in the Irrevocable Trust. Filer has a 50% interest in each of the assets in the trust
7
18
Sale from Limited Partnership.
7
19
Sale from limited partnership.
7
20
Sale from limited partnership.

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