Jonathan Kaplan
Ambassador to Singapore (Republic of)
Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $11.5 M - $37.0 M
Salary
  • salary
    Unknown

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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