Observations
- Millionaire
Estimated Net Worth
- $20.5 M - $39.5 M
Salary
- Unknown
Employment
- Started 12/17/2021
Financial Disclosure Details - OGE Form 278e (02/11/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Belvedere, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Schwab Target 2035 Fund (SWIRX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Latham & Watkins (law firm) | partnership share | ||
2 | Latham & Watkins capital account | Over $1,000,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | Vanguard International High Dividend Yield Index Fund Admiral Class Shares (VIHAX) | $500,001 - $1,000,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | Emerging Markets Portfolio Institutional Class Shares (DFEMX) | Over $1,000,000 | None (or less than $201) | |
4.2 | Dodge & Cox International Stock Fund (DODFX) | Over $1,000,000 | None (or less than $201) | |
4.3 | Schwab Fundamental International Small Company Index Fund (SFILX) | Over $1,000,000 | None (or less than $201) | |
4.4 | Vanguard Developed Markets Index Fund (VTMGX) | $50,001 - $100,000 | None (or less than $201) | |
4.5 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank, cash account #1 | $250,001 - $500,000 | Interest | $201 - $1,000 |
2 | U.S. bank, cash account #3 | $15,001 - $50,000 | Interest | $201 - $1,000 |
3 | U.S. bank, cash account #4 | $15,001 - $50,000 | None (or less than $201) | |
4 | Vanguard Annuity (variable) | |||
4.1 | Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) | $100,001 - $250,000 | $5,001 - $15,000 | |
5 | U.S. bank, cash account #2 | $15,001 - $50,000 | None (or less than $201) | |
6 | College Savings Iowa 1 | |||
6.1 | Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) | $100,001 - $250,000 | None (or less than $201) | |
6.2 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $100,001 - $250,000 | None (or less than $201) | |
7 | College Savings Iowa 2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | All Latham-related PE funds per ethics requirement | Sale | 01/01/2022 | $100,001 - $250,000 |
2 | Berkshire Hathaway Inc. (BRKB) - per ethics requirement | Sale | 03/01/2022 | Over $1,000,000 |
3 | Vanguard International High Dividend Yield Index Fund Admiral Class Shares (VIHAX) | Purchase | $15,001 - $50,000 | |
4 | Vanguard Pacific Stock Index Fund Signal Shares (VPASX) | Purchase | $250,001 - $500,000 | |
5 | Vanguard Federal Money Market Fund | Purchase | $15,001 - $50,000 | |
6 | Selected Value Fund | Purchase | $250,001 - $500,000 | |
7 | Dodge & Cox Global Stock Fund | Purchase | Over $1,000,000 | |
8 | Vanguard Tax Managed Small Cap Fund | Purchase | $1,001 - $15,000 | |
9 | Vanguard Tax-Managed Capital Appreciation Fund Investor Shares (VMCAX) | Purchase | $100,001 - $250,000 | |
10 | Vanguard Federal Money Market Fund | Purchase | $500,001 - $1,000,000 |
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 |
|---|---|---|
5 | 5 | defined contribution plan |
7 | 1 | Divestitures reported on a PTR 278T, |
7 | 2 | Divestiture reported on a PTR |
7 | 3 | Multiple transactions over the reporting period |
7 | 4 | Multiple purchases throughout reporting period |
7 | 5 | Multiple transactions over the course of the reporting period |
7 | 6 | Various transactions over the reporting period. |
7 | 7 | Multiple transactions over the course of the reporting period. |
7 | 8 | Multiple transactions over reporting period |
7 | 9 | Multiple sales over the reporting period |
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