Observations
- Millionaire
Estimated Net Worth
- $9.3 M - $37.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Francisco, California | President, Co- Founder, Director | 3/2021 | |
2 | Washington , District of Columbia | Director | 2/2021 | |
3 | Washington , District of Columbia | Director | 2/2021 | |
4 | Washington , District of Columbia | President, Director | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA #1 | |||
1.1 | U.S. sweep account (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA #1 | |||
2.1 | Clean Feet Investors I LLC Class C Units, Note Payable | $100,001 - $250,000 | Capital Gains Interest | $100,001 - $1,000,000 |
2.2 | U.S. sweep account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Generate Capital, Inc. (Sustainable Resource Infrastructure) | |||
3.1 | Generate Capital | bonus | $900,000 | |
3.2 | Generate Capital - restricted stock units | cash payments | $1,650,188 | |
4 | Generate Capital Defined Contribution Plan | |||
4.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2014 | |
2 | San Francisco,, California | Pursuant to my separation agreement, I received shares of Generate Capital reflecting my performance at the company prior to my resignation; which I have divested. | 3/2021 |
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. 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 |
|---|---|---|---|---|
1 | 18.2 Lattice Biourja 1 LLC | Purchase | 10/26/2021 | $5,000,001 - $25,000,000 |
2 | Flexshares International Dividend | Purchase | 06/16/2021 | $1,000,001 - $5,000,000 |
3 | FlexShares Quality Dividend | Purchase | 06/16/2021 | $1,000,001 - $5,000,000 |
4 | iShares Emerging Markets Dividend ETF | Purchase | 06/16/2021 | $500,001 - $1,000,000 |
5 | Oppenheimer S&P Ultra Dividend Rev ETF | Purchase | 06/16/2021 | $500,001 - $1,000,000 |
6 | Schwab US Dividend Equity ETF™ | Purchase | 06/16/2021 | $100,001 - $250,000 |
7 | WisdomTree US MidCap Dividend ETF | Purchase | 06/16/2021 | $500,001 - $1,000,000 |
8 | Global X SuperDividend™ ETF | Purchase | 06/11/2021 | $250,001 - $500,000 |
9 | JPMorgan US Dividend ETF | Purchase | 06/11/2021 | $500,001 - $1,000,000 |
10 | O Shares US Sm Cp Qual Div ETF | Purchase | 06/11/2021 | $500,001 - $1,000,000 |
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 |
|---|---|---|
7 | 1 | Hand Sanitizer; Grain alcohol |
7 | 2 | Certificate of Deposit |
7 | 3 | Certificate of Deposit |
7 | 4 | Certificate of Deposit |
7 | 5 | Certificate of Deposit |
7 | 6 | Certificate of Deposit |
7 | 7 | Certificate of Deposit |
7 | 8 | Certificate of Deposit |
7 | 9 | Certificate of Deposit |
7 | 10 | Certificate of Deposit |
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