Observations
- Millionaire
Estimated Net Worth
- $8.1 M - $21.7 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/02/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Atlanta, Georgia | Distinguished Professor of the Practice; Senior Fellow | 1/2021 | |
2 | Livermore, California | Strategic Advisor | 1/2021 | |
3 | Livermore, California | Strategic Advisor | 1/2021 | |
4 | Atlanta, Georgia | Member, External Advisory Council | 1/2021 | |
5 | New York, New York | Member, Senior Advisory Board | 1/2021 | |
6 | San Francisco, California | Member, Advisory Board | 1/2021 | |
7 | Hanover, Maryland | Member, Advisory Board | 1/2021 | |
8 | Piedmont, California | Trustee | Present | |
9 | Piedmont, California | Trustee | Present | |
10 | Piedmont, California | Trustee | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP IRA | |||
1.1 | U.S. brokerage account (cash) (IRA) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | JPMorgan Ultra-Short Income ETF (JPST) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Schwab US Small-Cap ETF (SCHA) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Schwab International Equity ETF (SCHF) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Schwab US Mid-Cap ETF (SCHM) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Schwab US Aggregate Bond ETF (SCHZ) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Schwab Fundamental US Large Company Index Fund (SFLNX) | $50,001 - $100,000 | 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 | Pacific Brain & Spine (1/3rd Ownership in medical practice; accounts receivable) | $50,001 - $100,000 | business income | |
2 | Sutter West Bay Medical Group (Medical Practice) | salary, bonus | ||
3 | PBSMG Holdings, LLC (1/3rd Interest In LLC that holds commercial real estate) | |||
3.1 | commercial real estate, Danville, CA | $50,001 - $100,000 | Rent or Royalties | $5,001 - $15,000 |
4 | IRA 01 | |||
4.1 | U.S. brokerage account (cash) IRA | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | $100,001 - $250,000 | None (or less than $201) | |
4.3 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $100,001 - $250,000 | None (or less than $201) | |
4.4 | Invesco BulletShares 2023 Corporate Bond ETF (BSCN) | $50,001 - $100,000 | None (or less than $201) | |
4.5 | Invesco BulletShares 2024 Corporate Bond ETF (BSCO) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Irrevocable Family Trust 01 | |||
1.1 | U.S. brokerage account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | Fidelity Advisor Total Bond Fund Class Z Shares (FBKWX) | None (or less than $1,001) | $201 - $1,000 | |
1.4 | Franklin California High Yield Municipal Fund Class A1 Shares (FCAMX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Franklin Growth Fund Class A Shares (FKGRX) | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | iShares Floating Rate Bond ETF (FLOT) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.8 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | iShares MBS ETF (MBB) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Goldman Sachs ActiveBeta International Equity ETF (GSIE) | Purchase | 08/19/2021 | $100,001 - $250,000 |
2 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | Purchase | 08/19/2021 | $100,001 - $250,000 |
3 | Invesco BulletShares 2023 Corporate Bond ETF (BSCN) | Purchase | 08/19/2021 | $50,001 - $100,000 |
4 | Invesco BulletShares 2024 Corporate Bond ETF (BSCO) | Purchase | 08/19/2021 | $50,001 - $100,000 |
5 | Invesco S&P 500 Equal Weight ETF (RSP) | Purchase | 08/19/2021 | $15,001 - $50,000 |
6 | iShares Core US Aggregate Bond ETF (AGG) | Purchase | 08/19/2021 | $50,001 - $100,000 |
7 | iShares Floating Rate Bond ETF (FLOT) | Purchase | 08/19/2021 | $50,001 - $100,000 |
8 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | Purchase | 08/19/2021 | $50,001 - $100,000 |
9 | iShares MBS ETF (MBB) | Purchase | 08/19/2021 | $50,001 - $100,000 |
10 | iShares Russell 1000 ETF (IWB) | Purchase | 08/19/2021 | $100,001 - $250,000 |
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 | 6 | Underlying assets sold and reinvested in IRA. |
6 | 2.24 | LLC holding investment in Radiation Therapy Center located in California. Spouse does not practice medicine there. |
7 | 1 | Multiple purchases 8/19/21. |
7 | 3 | Multiple purchases 8/19/21. |
7 | 6 | Multiple purchases on 8/19/21. |
7 | 7 | Multiple purchases 8/19/21. |
7 | 8 | Multiple purchases 8/19/21. |
7 | 14 | Multiple purchases 8/19/21. |
7 | 16 | Multiple purchases 8/19/21. |
7 | 17 | Multiple purchases 8/19/21. |
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