Stacey Geis
Deputy Assistant Administrator For Enforcement And Compliance Assurance
Estimated Net Worth
  • estimated net worth
    $1.9 M - $4.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/13/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Naples, Florida
co-trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Charles Schwab IRA #1
1.1
Ishares MSCI Emerging Markets MIN VOL Factor ETF (EEMV)
$15,001 - $50,000
None (or less than $201)
1.2
Eaton Vance Global Macro Absolute Return Advantage Fund Class I (EGRIX)
$50,001 - $100,000
None (or less than $201)
1.3
Ishares MSCI INTL Quality Factor ETF (IQLT)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard Core Bond Fund Admiral Shares (VCOBX)
$50,001 - $100,000
None (or less than $201)
1.5
Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA)
$50,001 - $100,000
None (or less than $201)
1.6
Vanguard Intermediate Term Treasury Index Fund ETF Shares (VGIT)
$1,001 - $15,000
None (or less than $201)
2
Schwab Roth
2.1
Ishares MSCI Emerging Markets MIN VOL Factor ETF (EEMV)
$1,001 - $15,000
None (or less than $201)
3
TDA Roth

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Earthjustice Retirement Annuity Plan
San Francisco, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2014

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
Demandbase Inc. (Account Based Marketing Software Company)
salary, bonus, severance
2
Replicant Solutions Inc. (Contact Center Automation Software Company)
salary, bonus
3
"Account-Based Marketing: How to Target and Engage the Companies That Will Grow Your Revenue," Wiley and Sons (value not readily ascertainable)
Rent or Royalties
$5,001 - $15,000
4
Demandbase Inc., ISO vested stock options (value not readily ascertainable): 1,700,996, 1,088,083 available for exercise: options price: $.36-1.08; expires Feb. 2024
None (or less than $201)
5
Fidelity Freedom Index 2035 Fund Institutional Premium Class Shares (FFEZX)
$15,001 - $50,000
None (or less than $201)
6
WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY)
$1,001 - $15,000
None (or less than $201)
7
Artisan High Income Fund Advisor Class Shares (APDFX)
$100,001 - $250,000
None (or less than $201)
8
iShares Edge MSCI Min VolEmerging Markets ETF (EEMV)
$1,001 - $15,000
None (or less than $201)
9
iShares Edge MSCI MultifactorEmerging Markets ETF (EMGF)
$15,001 - $50,000
None (or less than $201)
10
Schwab Fundamental International Small Company Index ETF (FNDC)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Charles Schwab brokerage account
1.1
International Small Company Portfolio Institutional Class Shares (DFISX)
$15,001 - $50,000
$201 - $1,000
1.2
Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX)
$50,001 - $100,000
$2,501 - $5,000
1.3
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$50,001 - $100,000
$1,001 - $2,500
1.4
Vanguard Large-Cap Index Fund ETF Shares (VV)
$500,001 - $1,000,000
$5,001 - $15,000
1.5
Charles Schwab Bank
$15,001 - $50,000
$201 - $1,000
2
Elk Ranch Investors LLC
$1,001 - $15,000
None (or less than $201)
3
Bayou Serpent Investments LLC
$1,001 - $15,000
None (or less than $201)
4
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Exxon Mobil Corp. (XOM)
Sale
12/05/2023
$50,001 - $100,000
2
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
Sale
12/05/2023
$1,001 - $15,000
3
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)
Sale
12/05/2023
$1,001 - $15,000
4
Vanguard Long-Term Bond Index Fund ETF Shares (BLV)
Sale
12/05/2023
$1,001 - $15,000
5
Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
Sale
12/05/2023
$1,001 - $15,000
6
Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
Sale
12/05/2023
$1,001 - $15,000
7
Vanguard FTSE Emerging Markets ETF
Sale
12/05/2023
$1,001 - $15,000
8
Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX)
Sale
12/05/2023
$1,001 - $15,000
9
Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX)
Sale
12/05/2023
$1,001 - $15,000
10
Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
Sale
12/05/2023
$1,001 - $15,000

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
2
The LLC has land holdings and conservation easements. Also has cash reserves, other private real estate, and private securities – all of which are under the reporting thresholds.
6
3
The LLC has land holdings and conservation easements. Also has cash reserves, other private real estate, and private securities – all of which are under the reporting thresholds.
7
1
Inherited asset in 2023 that was liquidated.
7
2
Inherited asset in 2023 that was liquidated.
7
3
Inherited asset in 2023 that was liquidated.
7
4
Inherited asset in 2023 that was liquidated.
7
5
Inherited asset in 2023 that was liquidated.
7
6
Inherited asset in 2023 that was liquidated.
7
7
Inherited asset in 2023 that was liquidated.
7
8
Inherited asset in 2023 that was liquidated.

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