Jigar H Shah
Director, Loan Programs Office
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.3 M - $37.7 M
Salary
  • 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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