Robert M Patterson
Speechwriter
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $4.2 M
Salary
  • salary
    $109 K
Employment
  • Started 07/03/2022

Financial Disclosure Details - OGE Form 278e (03/08/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Patterson Industries Corporation, Inc
Laguna Beach, California
President
Present
2
Laguna Beach Ocean Lifeguard Foundation Inc.
Laguna Beach, California
President/CEO
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Orange County Fire Authority-Orange County Employee Retirement System, defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$17,000
2
Patterson Industries Corporation, Inc, 401(k) plan
2.1
Secure Value
$15,001 - $50,000
None (or less than $201)
2.2
Athene, fixed annuity
$100,001 - $250,000
None (or less than $201)
2.3
American equity, fixed annuity
$100,001 - $250,000
None (or less than $201)
2.4
Prudential, variable annuity
2.4.1
AST Balanced Asset Allocation Portfolio
$15,001 - $50,000
None (or less than $201)
2.4.2
AST Capital Growth Allocation Portfolio
$50,001 - $100,000
None (or less than $201)
2.4.3
AST MFS Growth Allocation Portfolio
$15,001 - $50,000
None (or less than $201)
2.4.4
AST T. Rowe Price
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Patterson Industries Corporation, Inc
Laguna Beach, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions.
3/2014
2
Orange County, CA
Santa Ana, California
I will continue to participate in this defined benefit plan.
4/1981

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
American Airlines
Salary
2
Assistant Girl's Beach Volleyball Coach
None (or less than $1,001)
Salary
$18,000

Other Assets and Income

#
Description
Value
Type
Amount
1
IRA #1
1.1
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
1.2
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
1.3
Amana Mutual Funds Trust Income Fund Institutional (AMINX)
$1,001 - $15,000
None (or less than $201)
1.4
American Water Works Co., Inc. (AWK)
$1,001 - $15,000
None (or less than $201)
1.5
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.6
BioNTech SE (BNTX)
$1,001 - $15,000
None (or less than $201)
1.7
Cash
$1,001 - $15,000
None (or less than $201)
1.8
Canadian National Railway Co (CNI)
$1,001 - $15,000
None (or less than $201)
1.9
Cloudfare, Inc. (NET)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BioNTech SE (BNTX)
Sale
02/23/2022
$1,001 - $15,000
2
Medtronic Plc (MDT)
Sale
02/23/2022
$1,001 - $15,000
3
Oxford Biomedical (OXBDF)
Sale
02/23/2022
$1,001 - $15,000
4
Moderna, Inc. (MRNA)
Sale
02/23/2022
$1,001 - $15,000
5
BioNTech SE (BNTX)
Sale
02/23/2022
$1,001 - $15,000
6
Medtronic Plc (MDT)
Sale
02/23/2022
$1,001 - $15,000
7
Cloudflare
Sale
06/02/2022
$1,001 - $15,000
8
Dassault Systemes
Sale
06/03/2022
$1,001 - $15,000
9
Netflix, Inc. (NFLX)
Sale
06/03/2022
$1,001 - $15,000
10
NVIDIA Corp. (NVDA)
Sale
06/03/2022
$1,001 - $15,000

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
1
2
Position is unpaid, voluntary position on a 3 person Board of a 501C3 that supports lifeguard and junior lifeguard with college scholarships, competition gear and stipends for junior guard families whose children would not be able to afford the junior lifeguard program.
2
2.1
Fixed account
5
1
Retired effective Oct. 1, 2020
6
1
Spouse IRA
6
2
Spousal IRA
6
3
Filer IRA
6
4
Filer IRA (Roth)
6
6
Spousal IRA (rollover)
6
7
Held via money market account
6
8
Via Virtus

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