Jigar H Shah
Director, Loan Programs Office
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.1 M - $37.1 M
Salary
  • salary
    Unknown
Employment
  • Started 03/03/2021

Financial Disclosure Details - OGE Form 278e (04/02/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA #1
$100,001 - $250,000
None (or less than $201)
1.1
Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE)
$100,001 - $250,000
None (or less than $201)
2
Clean Feet Investors I LLC Class C Units, Note Payable
$15,001 - $50,000
$5,001 - $15,000
3
Voltaiq, Inc. (software company), vested stock options
$1,001 - $15,000
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
Spouse Roth IRA #1
1.1
AlphaSimplex Managed Futures Strategy Fund Class Y Shares (ASFYX)
$50,001 - $100,000
None (or less than $201)
1.2
Angel Oak Multi-Strategy Income Fund Institutional Class Shares (ANGIX)
$50,001 - $100,000
None (or less than $201)
1.3
iShares MSCI EAFE ETF (EFA)
$15,001 - $50,000
None (or less than $201)
1.4
U.S. financial entity- sweep account (cash)
$1,001 - $15,000
None (or less than $201)
1.5
Invesco S&P 500 BuyWrite ETF (PBP)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
U.S. brokerage account (cash)
$1,001 - $15,000
Interest
$201 - $1,000
1.2
iShares Core MSCI EAFE ETF (IEFA)
$100,001 - $250,000
$1,001 - $2,500
1.3
iShares Core S&P Mid-Cap ETF (IJH)
$100,001 - $250,000
$1,001 - $2,500
1.4
iShares Edge MSCI Min VolGlobal ETF (ACWV)
$50,001 - $100,000
$1,001 - $2,500
1.5
JPMorgan Diversified Return International Equity ETF (JPIN)
$15,001 - $50,000
$201 - $1,000
1.6
Proshares S&P 500 Dividend Aristocrats ETF (NOBL)
$15,001 - $50,000
$201 - $1,000
1.7
SPDR Portfolio S&P 500 ETF (SPLG)
$100,001 - $250,000
$2,501 - $5,000
1.8
WisdomTree International High Dividend Fund (DTH)
$15,001 - $50,000
$1,001 - $2,500
1.9
WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Charles Schwab
$5,000,001 - $25,000,000
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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