Ann E Dunkin
Chief Information Officer
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $5.0 M - $17.9 M
Salary
  • salary
    Unknown
Employment
  • Started 05/10/2021

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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Vancouver, Washington
Trustee
Present
2
Menlo Park, California
Trustee
Present
3
San Diego, California
Advisory Board Member
5/2021
4
Lafayette, California
Board Member
6/2021
5
Catonsville, Maryland
Board Member
6/2021
6
Round Rock, Texas
Chief Strategy & Innovation Officer
5/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
California Public Employees Retirement System, defined benefit plan estimated retirement $2100/month at age 60.
$100,001 - $250,000
None (or less than $201)
2
"Industrial Digital Transformation," Packt Publishing (value not readily ascertainable)
Advance
$200
3
Alpha Insights
None (or less than $1,001)
consulting fee
$975
4
Coleman Research Group
None (or less than $1,001)
Consulting Fee
$330
5
Third Bridge
None (or less than $1,001)
Consulting Fee
$613
6
Dell Technologies, Inc. (DELL)
Salary and Commission
$175,664
7
OptimEyes Inc, vested stock options
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Palo Alto, California
I will continue to participate in this defined benefit plan
9/2009
2
Birmingham, UK, Outside U.S.
Once my advance has been satisfied, I will receive royalties from Packt Publishing for sales of my book, "Industrial Digital Transformation."
3/2020
3
San Diego, California
I forfeited any unvested stock options upon separation. I retained my vested stock options.
8/2020

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Agilent Technologies Common Stock (A)
$15,001 - $50,000
None (or less than $201)
2
Gilead Science Common Stock (GILD)
$1,001 - $15,000
Dividends
$201 - $1,000
3
GlaxoSmithKline Common (GSK)
$1,001 - $15,000
Dividends
$201 - $1,000
4
Keysight Technologies, Inc. (KEYS)
$15,001 - $50,000
None (or less than $201)
5
Valero Energy (VLO)
$15,001 - $50,000
Dividends
$201 - $1,000
6
Walt Disney Co Holdings (DIS)
$15,001 - $50,000
None (or less than $201)
7
iShares S&P 100 ETF (OEF)
$250,001 - $500,000
$5,001 - $15,000
8
Brandes Emerging Mkts Val I (BEMIX)
$15,001 - $50,000
$201 - $1,000
9
Invesco Premier Inst (IPPXX)
$15,001 - $50,000
None (or less than $201)
10
PIMCO Real Return Fund Class I-2 Shares (PRLPX)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Credit Suisse AG BOND
Purchase
06/24/2021
$15,001 - $50,000
2
Citizens Financial Group, Inc.BOND
Sale
06/28/2021
$15,001 - $50,000
3
HCA Healthcare, Inc. (HCA)
Sale
05/12/2021
$1,001 - $15,000
4
W.R. Grace & Co. (GRA)
Sale
05/12/2021
$1,001 - $15,000
5
Centene Corp. (CNC)
Sale
05/12/2021
$1,001 - $15,000
6
Amazon.com, Inc. (AMZN)
Sale
05/19/2021
$15,001 - $50,000
7
Facebook, Inc. (FB)
Sale
05/19/2021
$15,001 - $50,000
8
Western Digital Corp. (WDC)
Sale
05/19/2021
$15,001 - $50,000
9
Ameriprise Financial, Inc. (AMP)
Sale
05/19/2021
$1,001 - $15,000
10
United Rentals, Inc. (URI)
Sale
05/19/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Bank
$500,001 - $1,000,000
2018
30 years
2
Flagstar Bank
$250,001 - $500,000
2021
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
5
The Winter Simulation Conference is not a stand alone non-profit. It exists through an MOU between the financial sponsors of the conference; all non-profit societies. I represent one of those sponsors, the Institute of Industrial and Systems Engineering on the WSC board.
2
2
Book advance
6
81
I am a limited partner (0.5%) of How Women Invest (HWI). Current investments are Gray Matter Analytics, Hitch, Baby Quip, Hello Alice and Gaiascope.
7
122
Hello Alice assists women and minority owned businesses obtain venture funding.

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