Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President
3/2021
2
San Francisco, California
Board of Directors
3/2021
3
Santa Monica, California
Board of Trustees
3/2021
4
Indianapolis, Indiana
Board of Governors
1/2021
5
Colorado Springs, Colorado
Board of Directors
3/2021
6
Washington, District of Columbia
Co-Owner
Present
7
Frisco, Texas
Board of Directors
1/2021
8
Los Angeles, California
Advisory Board
3/2021
9
Frisco, Texas
Advisor
3/2021
10
New York, New York
Board of Trustees
3/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Kaiser Family Foundation
Stipend
$5,500
2
Roth IRA
2.1
Fidelity Government Cash Reserves Fund (FDRXX)
$1,001 - $15,000
None (or less than $201)
3
Blue Sky Ventures, LLC (speaking, writing, and consulting services)
$500,001 - $1,000,000
Salary
$43,750
3.1
"Together," InkWell Publishing, LLC (value not readily ascertainable)
Advances
$125,813
3.2
Netflix, Inc.
Consulting prior to 3/23/2021
$321,774
3.3
Estee Lauder Companies, Inc.
Consulting prior to 3/23/2021
$45,000
3.4
Duke University Kenan Institute for Ethics, Honorarium - 1/14/2021
Honorarium
$30,000
3.5
Florida Blue Foundation Honorarium - 2/12/2021
Honorarium
$30,000
4
SEP IRA

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Frisco, Texas
I resigned as a board member before starting government service. I forfeited unvested restricted stock units. I divested all of my vested restricted stock units by selling my vested shares back to SVN Med, LLC at par value totaling $39.58.
6/2019
2
Los Angeles, California
I resigned as an advisor before I began government service. I forfeited unvested stock options, and I divested all of my vested stock options in Attention.
1/2020
3
Dallas, Texas
I resigned as an advisor before I entered government service. I received a payment of $37,500 for my services.
8/2020
4
Frisco, Texas
I resigned as an advisor before I entered government service. I sold all restricted stock units back to L&N Baby, LLC for the par value of the equity at time of the equity agreement ($7.84).
5/2019
5
Washington, District of Columbia
During my government appointment, the LLC will be inactive from an income perspective other than to collect book royalties.
1/2019

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
Blue Sky Ventures, LLC
$500,001 - $1,000,000
Salary
2
U.S. bank account (cash)
$50,001 - $100,000
None (or less than $201)
3
Rollover IRA
3.1
SPDR S&P 500 ETF Trust (SPY)
$50,001 - $100,000
None (or less than $201)
3.2
U.S. financial institution cash account
$50,001 - $100,000
None (or less than $201)
4
The Medical Faculty Associates Retirement Plan
4.1
American Century One Choice 2045 Portfolio (AROIX)
$1,001 - $15,000
None (or less than $201)
5
Roth IRA
5.1
U.S. financial institution cash account
$1,001 - $15,000
None (or less than $201)
6
Civic Nation (Made to Save project - public health education)
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
SilverArc Capital Alpha Fund I, L.P., account receivable (cash)
$50,001 - $100,000
None (or less than $201)
2
Uniform Transfers to Minors Act (UTMA) Account #1 (DC #1)
2.1
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
None (or less than $201)
3
UTMA Account #2 (DC #2)
3.1
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
None (or less than $201)
4
U.S. bank account #1 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
5
U.S. bank account #2 (cash)
$50,001 - $100,000
None (or less than $201)
6
U.S. bank account #3 (cash)
$1,001 - $15,000
None (or less than $201)
7
U.S. bank account #4 (cash)
$500,001 - $1,000,000
None (or less than $201)
8
U.S. Brokerage Account #1

Transactions

#
Description
Type
Date
Amount
1
Costco Wholesale Corporation (COST)
Sale
03/31/2021
$15,001 - $50,000
2
CVS Health Corporation (CVS)
Sale
03/31/2021
$1,001 - $15,000
3
Airbnb, Inc. (ABNB)
Sale
06/22/2021
$500,001 - $1,000,000
4
United Parcel Service, Inc. (UPS)
Sale
06/21/2021
$1,001 - $15,000
5
Take-Two Interactive Software, Inc. (TTWO)
Sale
06/21/2021
$1,001 - $15,000
6
Norton Life Lock (NLOK)
Sale
06/21/2021
$1,001 - $15,000
7
NIKE, Inc. (NKE)
Sale
06/21/2021
$1,001 - $15,000
8
Citigroup, Inc. (C)
Sale
06/21/2021
$1,001 - $15,000
9
The Goldman Sachs Group, Inc. (GS)
Sale
06/21/2021
$15,001 - $50,000
10
JPMorgan Chase & Co. (JPM)
Sale
06/21/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America Corpration
$500,001 - $1,000,000
2015
10 year ARM

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3
Value represents filer's 50% of the equity. Salary received for 2021 services prior to 3/23/2021.
5
1
Value represents spouse's 50% of the equity.

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