Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.7 M - $3.8 M
Salary
  • salary
    Unknown
Employment
  • Started 06/16/2022

Financial Disclosure Details - OGE Form 278e (04/10/2023)

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
Traditional IRA
Cash distribution
$14,000
1.1
VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares
$250,001 - $500,000
None (or less than $201)
3
California Public Employees' Retirement System, defined benefit plan
$15,001 - $50,000
None (or less than $201)
4
O'Melveny & Myers LLP 401(k) Plan
4.1
FXAIX - Fidelity 500 Index Fund
$100,001 - $250,000
None (or less than $201)
4.2
DODGX - Dodge & Cox Stock Fund
$50,001 - $100,000
None (or less than $201)
4.3
VMCIX - Vanguard Mid-Cap Index Fund Institutional Shares
$50,001 - $100,000
None (or less than $201)
4.4
FTIHX - Fidelity Total International Index Fund
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sacramento, California
I will continue to participate in this defined benefit plan.
4/2004
2
Los Angeles, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/1996
3
K&L Gates LLP
Pittsburgh, Pennsylvania
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/1995

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 Traditional IRA
Cash Distribution
$12,500
1.1
VTTHX - Vanguard Target Retirement 2035 Fund
$1,001 - $15,000
None (or less than $201)
2
Spouse Roth IRA
2.1
VTIAX - Vanguard Total International Stock Index Fund Admiral Shares
$100,001 - $250,000
None (or less than $201)
2.2
VTTHX - Vanguard Target Retirement 2035 Fund
$15,001 - $50,000
None (or less than $201)
3
Japan Travelers Services Inc.
Contracting fees

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
2
US bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$500,001 - $1,000,000
$5,001 - $15,000
4
Vanguard Capital Opportunity Fund Admiral Shares (VHCAX)
$250,001 - $500,000
$15,001 - $50,000
5
Vanguard Windsor II Fund Admiral Shares (VWNAX)
$100,001 - $250,000
$15,001 - $50,000
6
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$15,001 - $50,000
$201 - $1,000
7
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)
$1,001 - $15,000
$201 - $1,000
8
Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX)
$15,001 - $50,000
$201 - $1,000
9
Janus Henderson Overseas Fund Class D Shares (JNOSX)
$100,001 - $250,000
$1,001 - $2,500
10
Universal life insurance - Standard Insurance Co.
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$250,001 - $500,000
2021
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Distribution part of Roth conversion.
5
1
Distribution part of Roth conversion.
5
3
Spouse is an independent contractor with Japan Travelers Services Inc.

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