Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.6 M
Salary
- Unknown
Employment
- Started 06/01/2023
Records
Financial Disclosure Details - OGE Form 278e (01/25/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Oakland, California | Senior Director | 11/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Center for Youth Law | Salary | $314,067 | |
2 | IRA | |||
2.1 | American Funds New Perspective Fund Class F-2 (ANWFX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Fidelity Advisor International Growth Fund Class I Shares (FIIIX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Parnassus Core Equity Fund - Institutional Shares (PRILX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Vanguard US Growth Fund Admiral Shares (VWUAX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Fidelity Advisor Growth Opportunities Fund Class I Shares (FAGCX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Schwab US Dividend Equity ETF (SCHD) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Calvert International Responsible Index Fund Class I Shares (CDHIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Oakland, California | I will not participate in this defined contribution plan after my separation. Transferred funds to Northwest Mutual IRA in December 2021. | 9/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Oakland, California | Senior Director |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | ScienceLogic Inc. (Software development) | salary, bonus | ||
2 | ScienceLogic Inc., stock options (value not readily ascertainable) | None (or less than $201) | ||
3 | ScienceLogic Inc., stock | $100,001 - $250,000 | None (or less than $201) | |
4 | ScienceLogic Inc., 401(k) plan | |||
4.1 | MFS Growth Fund Class R6 Shares (MFEKX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Mid-Cap Stock Fund (FMCSX) | None (or less than $1,001) | $2,501 - $5,000 | |
2 | American Funds Bond Fund of America F2 (ABNFX) | None (or less than $1,001) | None (or less than $201) | |
3 | New Perspective Fund Class F2 Shares (ANWFX) | $15,001 - $50,000 | None (or less than $201) | |
4 | ARK Next Generation Internet ETF (ARKW) | $15,001 - $50,000 | None (or less than $201) | |
5 | Brown Capital Management Small Company Fund Institutional Share (BCSSX) | $1,001 - $15,000 | None (or less than $201) | |
6 | BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Calvert International Responsible Index Fund Class I Shares (CDHIX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Calvert US Large-Cap Value Responsible Index Fund Class I Shares (CFJIX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Calvert US Large-Cap Growth Responsible Index Fund Class I Shares (CGJIX) | $1,001 - $15,000 | None (or less than $201) | |
10 | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX) | $1,001 - $15,000 | 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 |
|---|---|---|
2 | 2.25 | Transferred these IRA funds to Northwestern Mutual IRA in March 2021. |
2 | 2.26 | Transferred these IRA funds to Northwestern Mutual IRA in March 2021. |
2 | 2.27 | Transferred these IRA funds to Northwestern Mutual in March 2021. |
6 | 1 | This fund was sold in March 2021. |
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