Estimated Net Worth
  • estimated net worth
    $271 K - $740 K
Salary
  • salary
    Unknown
Employment
  • Started 05/09/2021

Financial Disclosure Details - OGE Form 278e (05/10/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Oakland, California
Managing Director
5/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Clean Energy Leadership Institute
$15,001 - $50,000
Salary
$33,925
2
Clean Energy Leadership Institute Defined Contribution Plan

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Oakland, California
Both CELI and I stopped making contributions to this plan after I ended my employment.
8/2019

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
Halfaker and Associates (Provides digital services, data analytics, and cloud solutions)
salary, bonus
2
Halfaker and Associates Defined Contribution Plan
2.1
T. Rowe Price Retirement 2050 Fund Class R
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
VTI: Vanguard Total Stock Market ETF
$1,001 - $15,000
None (or less than $201)
2
VTV: Vanguard Value ETF
$1,001 - $15,000
None (or less than $201)
3
VOE: Vanguard Mid-Cap Value ETF
$1,001 - $15,000
None (or less than $201)
4
VBR: Vanguard Small-Cap Value ETF
$1,001 - $15,000
None (or less than $201)
5
VEA: Vanguard FTSE Developed Markets
$1,001 - $15,000
None (or less than $201)
6
VWO: Vanguard FTSE Emerging Markets
$1,001 - $15,000
None (or less than $201)
7
U.S. credit union (cash)
$100,001 - $250,000
None (or less than $201)
8
U.S. bank (cash)
$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
Nothing reported in this section

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