Observations
- Millionaire
Estimated Net Worth
- $7.7 M - $22.5 M
Salary
- Unknown
Employment
- Started 01/26/2021
Financial Disclosure Details - OGE Form 278e (03/13/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Berkeley, California | Trustee | Present | |
2 | Berkeley, California | Professor Emeritus | Present | |
3 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | Distribution | $78,479 | |
1.1 | Vanguard Short Term Corporate Bond Index Admiral (VSCSX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
2 | Harvard University defined contribution plan | Distribution | $17,994 | |
2.1 | TIAA Traditional Annuity | $15,001 - $50,000 | None (or less than $201) | |
2.2 | CREF R3 Stock Fund | $250,001 - $500,000 | None (or less than $201) | |
3 | IRA-Roth | |||
3.1 | Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX) | $250,001 - $500,000 | None (or less than $201) | |
4 | University of California, defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $8,308 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Berkeley, California | I will continue to participate in the University's defined benefit plan. | 7/1980 | |
2 | Cambridge, Massachusetts | I have a vested interest in TIAA-CREF due to contributions from Harvard University where I served as Assistant Professor. I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 12/1976 |
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 | Vanguard IRA | Distribution | $5,441 | |
1.1 | Vanguard Short Term Investment Grade Fund (VFSUX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Georgetown University 403(b) | |||
2.1 | Vanguard Target Retirement Income Fund (VTINX) | $250,001 - $500,000 | None (or less than $201) | |
3 | University of California 403(b) | Distribution | $67,280 | |
3.1 | University of California Savings Fund | $50,001 - $100,000 | None (or less than $201) | |
3.2 | University of California Bond Fund | $500,001 - $1,000,000 | None (or less than $201) | |
4 | University of California, defined benefit plan (value not readily ascertainable) | Retirement payments | ||
5 | University of California, 415M Restoration Plan defined benefit plan (value not readily ascertainable) | Retirement payments | ||
6 | Georgetown University | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Akerlof and Yellen Family Trust | |||
1.1 | Vanguard Extended Market Fund (VEXAX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.2 | Vanguard 500 Index Admiral Shares (VFIAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
1.3 | U.S. bank cash account #1 | $1,000,001 - $5,000,000 | Interest | $1,001 - $2,500 |
2 | Stamp collection | $15,001 - $50,000 | None (or less than $201) | |
3 | George A. Akerlof Revocable Trust | |||
3.1 | Vanguard Short Term Bond Index Fund (VBIRX) | Over $1,000,000 | $50,001 - $100,000 | |
3.2 | Vanguard European Stock Index fund (VEUSX) | $250,001 - $500,000 | $15,001 - $50,000 | |
3.3 | Vanguard 500 Index Admiral Shares (VFIAX) | Over $1,000,000 | $50,001 - $100,000 | |
3.4 | Vanguard Developed Markets Index Fund Admiral (VTMGX) | $500,001 - $1,000,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX) | Sale | 12/15/2022 | $50,001 - $100,000 |
2 | CREF Stock Fund R3 | Sale | 11/21/2022 | $15,001 - $50,000 |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 12/15/2022 | $50,001 - $100,000 |
4 | Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) | Sale | 12/15/2022 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 12/21/2022 | $1,001 - $15,000 |
6 | University of California Savings Fund | Sale | 11/30/2022 | $1,001 - $15,000 |
7 | University of California Bond Fund | Sale | 11/30/2022 | $50,001 - $100,000 |
8 | PIMCO Total Return Fund | Sale | 10/31/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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