Estimated Net Worth
- $289 K - $911 K
Salary
- Unknown
Employment
- Started 12/19/2021
Records
Financial Disclosure Details - OGE Form 278e (12/30/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Francisco, California | Commissioner | 12/2021 | |
2 | Sacramento, California | Task force member representing the CA PUC | 12/2021 | |
3 | Sacramento, California | Commissioner representing the CPUC | 12/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Schwab US Aggregate Bond Index Fund (SWAGX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | None (or less than $201) | |
2 | State of California, 401(k) plan (CALPers) | |||
2.1 | Bond Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Large Cap Index Fund | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Mid Cap Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | State of California, deferred compensation plan, 457(b) (CALPers) | |||
3.1 | Bond Index Fund | $1,001 - $15,000 | 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 contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2011 | |
2 | Sacramento, California | I will continue to participate in this defined benefit plan. | 7/2011 | |
3 | Sacramento, California | I will continue to participate in this deferred compensation plan that has underlying assets already identified in Part 2. | 7/2011 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Sacramento, California | Public Utilities Commissioner |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | State of California | salary | ||
2 | State of California, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | State of California, 401(k) plan (CALPers) | |||
3.1 | Bond Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Large Cap Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Mid Cap Index Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic credit union (cash account) | $100,001 - $250,000 | None (or less than $201) | |
2 | US domestic bank (cash account) | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia 529 plan for DC#1 | |||
3.1 | Real Estate Inv Trust Index | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Total Bond Market Index | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Total Stock Market Index | $50,001 - $100,000 | None (or less than $201) | |
4 | Virginia 529 plan for DC#2 | |||
4.1 | Real Estate Inv Trust Index | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Total Stock Market Index | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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