Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $11.2 M
Salary
- Unknown
Employment
- Started 03/19/2021
Financial Disclosure Details - OGE Form 278e (08/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Sacramento, California | Attorney General | 3/2021 | |
2 | Sacramento, California | Trustee | 6/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | State of California | Salary | $26,620 | |
2 | California Public Employees' Retirement System (CalPERS) Pension, 401(a) defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | State of California, 457(b) plan | |||
3.1 | Savings Plus Program Target Date Fund 2020, Pre-Tax | $50,001 - $100,000 | None (or less than $201) | |
4 | State of California, 401(k) plan | |||
4.1 | Savings Plus Program Target Date Fund 2020 | $50,001 - $100,000 | None (or less than $201) | |
5 | Filer's IRA | |||
5.1 | JPMorgan Large Cap Growth Fund - Class A (OLGAX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | American Funds Washington Mutual Investors Fund - Class F1 (WSHFX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | JPMorgan Equity Income Fund - Class A (OIEIX) | $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 retain this defined contribution plan. The plan sponsor no longer makes contributions. | 1/2017 | |
2 | Sacramento, California | I retain this defined contribution plan. The plan sponsor no longer makes contributions. | 1/2017 | |
3 | Sacramento, California | I retain this defined benefit plan. | 1/2017 |
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 | California Health Care Foundation (health care philanthropy) | Director Fees | ||
2 | University of California, Davis | Salary | ||
3 | University of California, 401(a) plan | |||
3.1 | UC Pathway Fund 2030 | $50,001 - $100,000 | None (or less than $201) | |
4 | University of California, 403(b) plan | |||
4.1 | UC Pathway Fund 2020 | $15,001 - $50,000 | None (or less than $201) | |
5 | University of California, 457(b) plan | |||
5.1 | UC Pathway Fund 2020 | $50,001 - $100,000 | None (or less than $201) | |
6 | George Washington University Retirement Plan for Faculty & Staff, 401(a) plan | |||
6.1 | TIAA Traditional | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Brokerage Account #1 | |||
1.1 | Eaton Vance Floating-Rate Advantage Fund - Class A (EAFAX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | JPMorgan Large Cap Growth Fund - Class A (OLGAX) | $15,001 - $50,000 | $5,001 - $15,000 | |
1.3 | Glenmede Fund Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class (GTLLX) | None (or less than $1,001) | $2,501 - $5,000 | |
1.4 | American Funds Washington Mutual Investors Fund - Class F1 (WSHFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | JPMorgan Equity Income Fund - Class A (OIEIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.6 | Janus Henderson Enterprise Fund - Class T (JAENX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.7 | Parnassus Mid Cap Fund - Investor Class (PARMX) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | T. Rowe Price Global Stock Fund - Investor Class (PRGSX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.9 | American Funds New Perspective Fund - Class F-1 (NPFFX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 04/01/2021 | $1,001 - $15,000 |
2 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 04/30/2021 | $1,001 - $15,000 |
3 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 06/01/2021 | $1,001 - $15,000 |
4 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 07/01/2021 | $1,001 - $15,000 |
5 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 07/30/2021 | $1,001 - $15,000 |
6 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 09/01/2021 | $1,001 - $15,000 |
7 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 10/01/2021 | $1,001 - $15,000 |
8 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 11/01/2021 | $1,001 - $15,000 |
9 | University of California, 401(a) plan: UC Pathway Fund 2030 | Purchase | 12/01/2021 | $1,001 - $15,000 |
10 | University of California, 457(b) plan: UC Pathway Fund 2020 | Purchase | 04/01/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Congressional Federal Credit Union | $15,001 - $50,000 | 2011 | 15 Years |
2 | Congressional Federal Credit Union | $250,001 - $500,000 | 2021 | 10 Years |
3 | Congressional Federal Credit Union | $250,001 - $500,000 | 2021 | 10 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | I served as a trustee of a family revocable trust created for estate planning purposes. |
5 | 8.1 | The New York Life Stable Value Guaranteed Interest Account was inadvertently not divested in 2021. It has since been divested. During the period the New York Life Stable Value Guaranteed Interest Account was held, there were no conflicts of interest. |
5 | 10.2 | Renamed from Wells Fargo Short Duration Government Bond Fund in 2021. |
6 | 4.3 | A share class conversion from Class F-1 to Class C occurred in 2021. |
6 | 4.4 | A share class conversion from Class F-1 to Class C occurred in 2021. |
7 | 47 | Purchase occurred before appointment. |
8 | 1 | Property in Los Angeles, California. |
8 | 2 | Property in Sacramento, California. Refinanced in April 2021. |
8 | 3 | Property in Sacramento, California. Refinanced in April 2021. |
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