Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $12.3 M
Salary
- Unknown
Employment
- Departed 01/27/2023
Financial Disclosure Details - OGE Form 278e (01/18/2023)
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 | Fidelity Traditional IRA | |||
1.1 | Fidelity Intl Cap Appreciation Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | South Coast Air Quality Management District, 457 plan | |||
2.1 | Vanguard Mid Cap Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Small Cap Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Dev Markets Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Sel Value fund | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Hartford Intl Opp Fund | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Inst Index Fund | $100,001 - $250,000 | None (or less than $201) | |
2.7 | E I fixed account Series Class IV | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2002 | |
2 | Los Angeles, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2002 | |
3 | Diamond Bar, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2006 | |
4 | Diamond Bar, California | I will continue to participate in this defined benefit pension plan. The plan sponsor will not make further contributions after my separation. | 1/2006 | |
5 | San Francisco, California | New Employer beginning February 21, 2023 | 2/2023 |
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 | Zarah Company (Wholesale Jewelry) | salary, bonus | ||
2 | Fidelity SEP-IRA | |||
2.1 | Fidelity Select Commercial Services | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity Select Industrials | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Gov Cash reserves | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Fidelity Select Financial Services | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Fidelity Select Consumer Discretionary | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Fidelity Select Biotechnolgy | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Fidelity Select Technology | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Fidelity 500 Index | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | ScholarShare 529 college plan | $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 | residential real estate #1, Topanga, CA | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
4 | residential real estate #2, Topanga, CA | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Select Financial Services | Sale | 12/27/2022 | $1,001 - $15,000 |
2 | Fidelity Select Brokerage & Investment Management | Sale | 10/24/2022 | $15,001 - $50,000 |
3 | Fidelity Select Environment and Alternative Energy | Sale | 10/24/2022 | $15,001 - $50,000 |
4 | Fidelity Select Biotechnology | Sale | 07/25/2022 | $1,001 - $15,000 |
5 | Fidelity Select Consumer Staples | Sale | 05/23/2022 | $15,001 - $50,000 |
6 | Fidelity Select Brokerage and Investment management | Sale | 04/25/2022 | $1,001 - $15,000 |
7 | Fidelity Select Pharmaceutical | Sale | 04/25/2022 | $15,001 - $50,000 |
8 | Fidelity Select Technology | Sale | 01/24/2022 | $1,001 - $15,000 |
9 | Fidelity select consumer discretionary | Sale | 01/24/2022 | $15,001 - $50,000 |
10 | fidelity select health care | Sale | 01/24/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Mortgage | $500,001 - $1,000,000 | 2011 | 30-years |
2 | LoanCare | $100,001 - $250,000 | 2004 | 15-years |
3 | Greensky | $10,001 - $15,000 | 2015 | 12 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Bay Area Air Quality Management District | San Francisco, California | Hotel reimbursement for preliminary meetings for future employer, all conducted on personal leave time. nights hotel 1/10/23 - 1/12/23, San Francisco | 416.41 |
2 | Bay Area Air Quality Management District | San Francisco, California | Air fare reimbursement for preliminary meetings for future employer, all conducted on personal leave time. One way 1/12/23, San Francisco to Washington DC | 178.60 |
3 | Bay Area air quality Management District | San Francisco, California | Air fare reimbursement for employment interview, all conducted on personal leave time. Angeles to San Francisco, 11/08/22 | 168.98 |
4 | Bay Area Air Quality Management District | San Francisco, California | Hotel reimbursement for employment interview, all conducted on personal leave time. San Francisco | 501.12 |
5 | Bay Area Air Quality Management District | San Francisco, California | Air fare reimbursement for employment interview, all conducted on personal leave time. One way, San Francisco to Washington DC, 12/07/22 | 428.60 |
6 | Bay Area Air Quality Management District | San Francisco, California | Air fare reimbursement for employment interview, all conducted on personal leave time. One way, Los Angeles to San Francisco, 12/06/22 | 168.68 |
7 | Bay Area Air Quality Management District | San Francisco, California | Hotel reimbursement for employment interview, all conducted on personal leave time. One night 12/6/22, San Francisco | 351.92 |
Endnotes
Section | # | Description |
|---|---|---|
7 | 10 | All these trades were in my spouses SEP-IRA account according to a Fidelity Advisor Newsletter that directs periodic trades within the Fidelity Select Fund portfolio. |
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