Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $11.5 M - $37.0 M
Salary
- Unknown
Employment
- Started 11/19/2021
Financial Disclosure Details - OGE Form 278e (04/23/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Francisco, California | Chairperson | Present | |
2 | Hyde Park, New York | Trustee | Present | |
3 | San Francisco, California | Director | Present | |
4 | San Francisco, California | Director | 4/2019 | |
5 | San Francisco, California | Trustee | Present | |
6 | San Francisco, California | Trustee | Present | |
7 | San Francisco, California | Trustee | Present | |
8 | San Francisco, California | Partner | Present | |
9 | Menlo Park, California | Advisor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | GROUP NINE MEDIA, Inc. (Media Business), Vested NSO options | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA MBG | |||
2.1 | BlackRock Global Allocation Fund, Inc. Institutional (MALOX) | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA JEK | |||
3.1 | Vanguard Total Bond Market Index Fund Admiral (VBTLX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Jewish Community Center of San Francisco, defined contribution plan | |||
4.1 | Vanguard Target Retirement 2035 Fund Investor (VTTHX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Roadster (E-Commerce Business), restricted stock | $250,001 - $500,000 | None (or less than $201) | |
6 | Volta Industries (EV Charging Business), restricted stock | $15,001 - $50,000 | None (or less than $201) | |
7 | Vivino (E-Commerce Business), restricted vested stock options | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Francisco, California | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 8/2014 | |
2 | New York, New York | I will retain my vested stock options. | 4/2006 | |
3 | San Francisco, California | I will retain my restricted stock. | 6/2016 | |
4 | San Francisco, California | I will retain my restricted stock. | 6/2016 | |
5 | San Francisco, California | I will retain my vested stock options. | 9/2014 | |
6 | San Francisco, California | I will retain my stock and vested stock options. | 11/2011 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Menlo Park, California | Advisory Services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | PELOTON INTERACTIVE INC CL A | $500,001 - $1,000,000 | None (or less than $201) | |
2 | Apple (APPL) | $250,001 - $500,000 | Capital Gains | $5,001 - $15,000 |
3 | ISHARES U S OIL & GAS EXPLORATION & PRODUCTION ETF | None (or less than $1,001) | $15,001 - $50,000 | |
4 | BARCLAYS IPATH B S&P ETN | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
5 | Amazon.com, Inc. (AMZN) | None (or less than $1,001) | Capital Gains | $50,001 - $100,000 |
6 | Affirm (AFRM) | $500,001 - $1,000,000 | Capital Gains | None (or less than $201) |
7 | Merck & Co., Inc. (MRK) | $100,001 - $250,000 | Capital Gains | None (or less than $201) |
8 | NVIDIA Corp. (NVDA) | None (or less than $1,001) | Capital Gains Dividends | $15,001 - $50,000 |
9 | Noodles & Co. (NDLS) | None (or less than $1,001) | Capital Gains | $2,501 - $5,000 |
10 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Republic Bank | $1,000,001 - $5,000,000 | 2020 | 30 years |
2 | Farallon Capital Partners | $15,001 - $50,000 | 2007 | N/A |
3 | GS Merchant Banking Access Fund 2006 | $50,001 - $100,000 | 2007 | N/A |
4 | HighBrook Income Property Fund II | $15,001 - $50,000 | 2015 | N/A |
5 | Sequoia Cap U.S. Venture Partners XV | $15,001 - $50,000 | 2014 | N/A |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 51.109 | Invests in: Australia, Singapore, China, Thailand, Europe, Vietnam, Japan, New Zealand, Indonesia, and Malaysia |
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