Financial Disclosure Details - OGE Form 278e (05/07/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Denver, Colorado
Managing Principal/CEO
Present
2
Denver, Colorado
Co-Chair Board of Directors
Present
3
Denver, Colorado
Trustee
Present
4
Denver, Colorado
Trustee
Present
5
Denver, Colorado
Trustee
Present
6
Denver, Colorado
Trustee
Present
7
Denver, Colorado
Trustee
Present
8
Denver, Colorado
Owner
Present
9
Denver, Colorado
Agent
Present
10
Denver, Colorado
Agent
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Traditional IRA
1.1
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
1.2
iShares MSCI ACWI ETF (ACWI)
$100,001 - $250,000
None (or less than $201)
1.3
iShares MSCI Global Min Vol Factor ETF (ACWV)
$100,001 - $250,000
None (or less than $201)
1.4
iShares MSCI Global Multifactor ETF (ACWF)
$100,001 - $250,000
None (or less than $201)
2
Roth IRA
2.1
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
2.2
iShares MSCI ACWI ETF (ACWI)
$15,001 - $50,000
None (or less than $201)
2.3
iShares MSCI Global Min Vol Factor ETF (ACWV)
$1,001 - $15,000
None (or less than $201)
2.4
iShares MSCI Global Multifactor ETF (ACWF)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Denver, Colorado
Gill Foundation provides health insurance coverage to me and my spouse. Scytus LLC reimburses the Gill Foundation annually for the cost our health insurance coverage.
4/2014

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Campaign Advisor (Biden for President)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Josh.ai Inc. (Software)
salary
2
Josh.ai Inc., non-public stock
Over $1,000,000
None (or less than $201)
3
Rollover IRA #1
3.1
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)
3.2
AAC Acoustic Technologies Holdings Inc. ADR (AACAY)
$15,001 - $50,000
None (or less than $201)
3.3
Abbott Labs (ABT)
$15,001 - $50,000
None (or less than $201)
3.4
Abiomed Inc. (ABMD)
$1,001 - $15,000
None (or less than $201)
3.5
Acadia Pharmaceuticals Inc. (ACAD)
$1,001 - $15,000
None (or less than $201)
3.6
Accenture PLC Ireland CL A (ACN)
$50,001 - $100,000
None (or less than $201)
3.7
Activision Blizzard Inc. (ATVI)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account #1
1.1
APPLE INC (AAPL)
$15,001 - $50,000
None (or less than $201)
1.2
MICROSOFT CORP (MSFT)
$15,001 - $50,000
None (or less than $201)
1.3
UNTD MICROELECTRONICS CORP NEWSPON ADR (UMC)
$15,001 - $50,000
None (or less than $201)
1.4
AMAZON.COM INC (AMZN)
$15,001 - $50,000
None (or less than $201)
1.5
BNP PARIBAS SA ADR (BNPQY)
$15,001 - $50,000
None (or less than $201)
1.6
TELEFONICA BRASIL SA ADR (VIV)
$15,001 - $50,000
None (or less than $201)
1.7
NOVO NORDISK ADR DENMARK ADR (NVO)
$15,001 - $50,000
Dividends
$201 - $1,000
1.8
UNUM GROUP (UNM)
$15,001 - $50,000
None (or less than $201)
1.9
OLD DOMINION FREIGHT LINES INC (ODFL)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
UBS
$5,000,001 - $25,000,000
2018
30 Year
2
UBS
Over $1,000,000
2016
30 Year
3
UBS
$100,001 - $250,000
2017
30 Year
4
UBS
Over $1,000,000
2006
On demand
5
UBS
$500,001 - $1,000,000
2010
On demand
6
UBS
Over $1,000,000
2017
30 Years

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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