Estimated Net Worth
- $835 K - $2.1 M
Salary
- $110 K
Employment
- 06/05/2022 - 11/22/2022
Departed Administration
- Yes
Post Appointment Role
- CEO (Energy Innovation Policy and Technology LLC)
Financial Disclosure Details - OGE Form 278e (08/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Francisco, California | Cofounder and Vice President | 1/2021 | |
2 | Cleveland, Ohio | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Energy Innovation: Policy & Technology, defined contribution plan: | |||
1.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.2 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | Vanguard European Stock Index Fund Admiral Shares (VEUSX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Vanguard High Dividend Yield Index Fund Admiral Class Shares (VHYAX) | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, California | I will continue to participate in this defined contribution plan, but the employer is not contributing after my separation. | 6/2012 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | San Francisco, California | Cofounder and Vice President |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Nextracker Inc (Manufactures and sells solar trackers) | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Schwab Short-Term US Treasury ETF (SCHO) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Joint Brokerage Account | |||
2.1 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Trust | |||
3.1 | Berkshire Hathaway Inc. (BRKB) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Netflix, Inc. (NFLX) | $15,001 - $50,000 | 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 |
|---|---|---|
6 | 3.1 | Divested in full subsequent to filing. |
6 | 3.2 | Divested in full subsequent to filing. |
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