Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $5.6 M - $26.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (02/05/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Mateo, California
CEO
Present
2
Albuquerque, New Mexico
Advisor
Present
3
San Jose, California
Advisor
Present
4
New York, New York
Consultant
Present
5
Chicago, Illinois
Advisor
Present
6
New York, New York
Consultant
Present
7
San Francisco, California
Board Member
6/2019
8
Washington, District of Columbia
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Lumiata (Predictive analytics products for healthcare; private company)
Salary
$331,250
2
Lumiata Options: 2,091,758 vested and 950,799 unvested options; Strike $0.01; Expire 4/2028
$15,001 - $50,000
None (or less than $201)
3
Lumiata 401K Plan
3.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$15,001 - $50,000
None (or less than $201)
3.2
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX)
$1,001 - $15,000
None (or less than $201)
3.4
Vanguard Emerging Markets Stock Index (VEMAX
$1,001 - $15,000
None (or less than $201)
3.5
Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX)
$1,001 - $15,000
None (or less than $201)
3.6
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$1,001 - $15,000
None (or less than $201)
4
Lavu (software for point of sale terminal), vested stock options (value not readily ascertainable)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
San Mateo, California
My unvested options will be forfeited at resignation. I will retain or exercise my vested options.
4/2018
2
Albuquerque, New Mexico
I will retain my vested options.
1/2019
3
San Jose, California
I will retain my vested RSUs.
1/2017
4
San Mateo, California
I will continue to participate in this defined contribution plan with my former employer. The company does not make any contributions.
1/2014
5
San Mateo, California
I will continue to participate in this defined contribution plan following my resignation. The company does not make any contributions.
4/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
San Mateo, California
Run Lumiata's business and operations as President & CEO.
2
Albuquerque, New Mexico
Advise the company on sales and marketing - 1-2 hours each year.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Sacred Heart Schools (Atherton)
Salary
2
Sacred Heart Schools 403(b) Plan
2.1
Vanguard Institutional Target Retirement 2040 Fund Investor
$1,001 - $15,000
None (or less than $201)
3
Trinity School 403(b) Plan
3.1
TIAA Access Lifecycle Fund 2040 T4
$50,001 - $100,000
None (or less than $201)
4
Al Baraka Bank (Cash)
$100,001 - $250,000
Interest
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Apple Corp (AAPL)
$100,001 - $250,000
Dividends Capital Gains
$15,001 - $50,000
2
Facebook (FB)
$1,001 - $15,000
Capital Gains
$2,501 - $5,000
3
Nutanix (NTNX)
$1,001 - $15,000
Capital Gains
$201 - $1,000
4
Amazon (AMZ)
$250,001 - $500,000
Capital Gains
$5,001 - $15,000
5
Tesla (TSLA)
$50,001 - $100,000
Capital Gains
$5,001 - $15,000
6
DocuSign (DOCU)
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
7
Salesforce (CRM)
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
8
Square (SQ)
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
9
US Bank 1 - Checking (Cash)
$15,001 - $50,000
None (or less than $201)
10
US Bank 2 - Checking (Cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
JP Morgan
$500,001 - $1,000,000
2016
30 year fixed
2
JP Morgan
$100,001 - $250,000
2018
Until paid

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
63,387 unvested options vest every month through 4/2022
2
4
56,406 Stock Options, Strike $0.14; Expiration Date: Dec. 31, 2028

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