Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $4.2 M
Salary
- Unknown
Records
- OGE Form 278t (04/03/2023)
- OGE Form 278t (04/03/2023)
- OGE Form 278t (03/03/2023)
- OGE Form 278t (01/30/2023)
- OGE Form 278t (12/30/2022)
- OGE Form 278t (11/30/2022)
- OGE Form 278t (10/30/2022)
- OGE Form 278t (09/30/2022)
- OGE Form 278t (08/30/2022)
- OGE Form 278t (07/29/2022)
- OGE Form 278t (07/02/2022)
- OGE Form 278t (06/01/2022)
- OGE Form 278t (05/07/2022)
- OGE Form 278e (04/26/2022)
- OGE Form 278t (03/30/2022)
- OGE Form 278t (02/28/2022)
- OGE Form 278t (01/31/2022)
- OGE Form 278t (12/28/2021)
- OGE Form 278t (12/01/2021)
- OGE Form 278t (10/30/2021)
- OGE Form 278t (10/01/2021)
- OGE Form 278t (08/30/2021)
- OGE Form 278t (07/29/2021)
- OGE Form 278t (07/07/2021)
- OGE Form 278e (03/04/2021)
- Resume
- SF50
Financial Disclosure Details - OGE Form 278e (04/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Jose, California | General Manager/CEO | 1/2021 | |
2 | San Jose, California | Board Member | 1/2021 | |
3 | Sacramento, California | Executive Committee Member | 1/2021 | |
4 | Washington, District of Columbia | Board Member | 1/2021 | |
5 | Washington, DC, District of Columbia | Board Member | 1/2021 | |
6 | San Jose, California | Board Member | 1/2021 | |
7 | Washington, DC, District of Columbia | Executive Committee Member | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Santa Clara Valley Transportation Authority | VTA annual salary - this amount represents earnings through 1/19/21 when I ended my employment with the VTA. | $29,167 | |
2 | Santa Clara Valley Transportation Authority - Cash Pension Plan Payout | Lump sum payment | $92,000 | |
3 | Santa Clara Valley Transportation Authority - Vacation Balance Payoff | Lump sum payment at the end of my employment with VTA in January 2021 | $57,306 | |
4 | Santa Clara Valley Transportation Authority - annual car allowance | This amount represents car allowance for the month of January 2021 when I ended my employment with the VTA. | $750 | |
5 | IRA #2 | |||
5.1 | Accenture Plc (ACN) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Adyen N V (ADYEY) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | AIA Group Ltd. (AAGIY) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Alcon Inc. (ALC) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | Amadeus IT Group SA (AMADY) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | San Jose, California | Upon separation, I received lump sum payments for vacation balance payoff and a cash pension plan payout. As part of my employment contract, I also received a $750 per month car allowance. I no longer receive these benefits. | 12/2013 | |
2 | Sacramento, California | I retired from my former employment with the Santa Clara Valley Transportation and will receive monthly pension checks from CalPERS | 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 | Washington Metropolitan Transit Authority | $50,001 - $100,000 | Retirement Payments | $78,882 |
2 | Chicago Transit Authority | $15,001 - $50,000 | Retirement Payments | $16,014 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | TOD Brokerage Account | |||
1.1 | JP Morgan Deposit Sweep (QCPCM) (Money Market Fund) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Edgewood Growth Fund Class Institutional (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Cohen & Steers Low Duration Preferred and Income Fund (LPXFX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares MSCI Germany ETF (EWG) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | JPMorgan Large Cap Growth Fund Class R6 (JLGMX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Nuveen Preferred Securities & Income Fund Class R (NPSRX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Financials Index Fund ETF (VFH) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | WCM Focused International Growth Fund Institutional (WCMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares 7-10 Year Treasury Bond ETF (IEF) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sale of Timeshare | Sale | 07/19/2021 | $1,001 - $15,000 |
2 | WUXI Biologics Cayman Inc | Purchase | 01/28/2021 | $1,001 - $15,000 |
3 | Texas Instruments Incorporated (TXN) | Sale | 01/20/2021 | $1,001 - $15,000 |
4 | Wuxi Biologics Cayman Inc. (WXXWY) | Purchase | 01/28/2021 | $1,001 - $15,000 |
5 | Cisco Systems, Inc. (CSCO) | Sale | 03/04/2021 | $1,001 - $15,000 |
6 | Lam Research Corp. (LRCX) | Sale | 03/11/2021 | $1,001 - $15,000 |
7 | Accenture Plc (ACN) | Sale | 04/09/2021 | $1,001 - $15,000 |
8 | TSM - Taiwan Semiconductor Mfg | Sale | 04/08/2021 | $1,001 - $15,000 |
9 | MELI- Mercado Libre Inc. | Sale | 03/25/2021 | $1,001 - $15,000 |
10 | Philip Morris International, Inc. (PM) | Purchase | 04/23/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citi/Advantage | $10,001 - $15,000 | 2015 | Revolving |
2 | Barclays | $10,001 - $15,000 | 2012 | Revolving |
3 | Chase United | $10,001 - $15,000 | 2017 | Revolving |
4 | CENLAR | $500,001 - $1,000,000 | 2015 | 360 months |
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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