David B. Recordon
SPECIAL ASSISTANT TO THE PRESIDENT AND DIRECTOR OF TECHNOLOGY
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $11.3 M - $33.7 M
Salary
  • salary
    $130 K

Financial Disclosure Details - OGE Form 278e (05/03/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Redwood City, California
Vice President
1/2021
2
Portland, Oregon
Trustee
1/2021
3
Washington, District of Columbia
Advisor
1/2021
4
New York, New York
Advisor
1/2021
5
no city, California
Trustee
Present
6
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Chan Zuckerberg Initiative, LLC (Philanthropy)
Salary/Bonus
$37,982
2
Roth IRA
2.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
None (or less than $201)
3
IRA
3.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$50,001 - $100,000
None (or less than $201)
3.2
Morgan Stanley Finance LLC note linked to EURO STOXX 50 Index (SPZWG)
$100,001 - $250,000
None (or less than $201)
3.3
Barclays Bank PLC note tied to S&P 500 Index (SPZWI)
$100,001 - $250,000
None (or less than $201)
3.4
CS Trigger Plus SX5E (SQFDM)
$15,001 - $50,000
None (or less than $201)
3.5
Citi Trigger Plus EW Basket SPX SX5E (SQFDQ)
$15,001 - $50,000
None (or less than $201)
4
Rebellion Defense, Inc. (software company)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Redwood City, California
I rolled my funds out of this 401(k) plan and ceased participating in June 2021. The plan sponsor ceased making contributions after my separation in January 2021.
3/2018

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
APPLE VALLEY CALIF UNI SCH DIST REF Bond (CUSIP 03788ECU3)
None (or less than $1,001)
Interest
$2,501 - $5,000
2
ARK Innovation ETF (ARKK)
$100,001 - $250,000
$1,001 - $2,500
3
BANK OF AMERICA preferred stock (CUSIP 060505EN0)
$100,001 - $250,000
Dividends
$5,001 - $15,000
4
BANK OF AMERICA CORP preferred stock (CUSIP 060505EU4)
$100,001 - $250,000
Dividends
$5,001 - $15,000
5
BANK OF AMERICA CORP preferred stock (CUSIP 060505EH3
$50,001 - $100,000
Dividends
$2,501 - $5,000
6
BANK OF AMERICA CORP preferred stock (CUSIP 060505EL4)
$100,001 - $250,000
Dividends
$5,001 - $15,000
7
BlackRock Enhanced International Dividend Trust (BGY)
$100,001 - $250,000
$5,001 - $15,000
8
BlackRock EnhancedGlobal Dividend Trust (BOE)
$100,001 - $250,000
$5,001 - $15,000
9
Nuveen S&P 500 Buy-Write Income Fund (BXMX)
$100,001 - $250,000
$5,001 - $15,000
10
CALIFORNIA ST Bond CUSIP 13063BL42
None (or less than $1,001)
Interest
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
The Boeing Company Bond (CUSIP 097023CY9)
Purchase
03/15/2021
$100,001 - $250,000
2
Facebook, Inc. (FB)
Sale
05/20/2021
$1,000,001 - $5,000,000
3
iShares MSCI Japan ETF (EWJ)
Sale
05/20/2021
$100,001 - $250,000
4
iShares MSCI India ETF (INDA)
Sale
05/20/2021
$100,001 - $250,000
5
PALO VERDE CA CMNTY COLLEGE DIST Bond (CUSIP 697480BT7)
Sale
06/16/2021
$50,001 - $100,000
6
MARIN CALIF CMNTY COLLEGE DIST Bond (CUSIP 56781RDK0)
Sale
06/16/2021
$100,001 - $250,000
7
CALIFORNIA ST GENL OBLIG VARS PURPS Bond (CUSIP 13063C5P1)
Sale
06/16/2021
$100,001 - $250,000
8
CALIFORNIA ST GENL OBLIG VARS PURP TAX EXEMPT Bond (CUSIP 13063CKQ2)
Sale
06/16/2021
$100,001 - $250,000
9
SOUTHERN MONO HEALTH CARE DISTCALIF Bond (CUSIP 843387DN8)
Sale
06/16/2021
$100,001 - $250,000
10
OAK ISLAND N C ENTERPRISE SYS REV Bond (CUSIP 67140PDN1)
Purchase
06/16/2021
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Morgan Stanley Private Bank
$1,000,001 - $5,000,000
2020
7 Years
2
Morgan Stanley Private Bank
$500,001 - $1,000,000
2021
Revolving

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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