Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.8 M - $7.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/04/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Sacramento, California
Attorney General
Present
2
Sacramento, California
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
JPMorgan Large Cap Growth Fund - Class A (OLGAX)
$1,001 - $15,000
None (or less than $201)
1.2
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class (GTLLX)
$1,001 - $15,000
None (or less than $201)
1.3
American Funds Washington Mutual Investors Fund - Class F1 (WSHFX)
$1,001 - $15,000
None (or less than $201)
1.4
JPMorgan Equity Income Fund - Class A (OIEIX)
$1,001 - $15,000
None (or less than $201)
1.5
Janus Henderson Enterprise Fund - Class T (JAENX)
$1,001 - $15,000
None (or less than $201)
1.6
Parnassus Mid Cap Fund - Investor Class (PARMX)
$1,001 - $15,000
None (or less than $201)
1.7
T. Rowe Price Global Stock Fund (PRGSX)
$1,001 - $15,000
None (or less than $201)
1.8
American Funds New Perspective Fund - Class F1 (NPFFX)
$1,001 - $15,000
None (or less than $201)
1.9
American Funds Capital World Growth & Income Fund - Class F1 (CWGFX)
$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 will retain this defined contribution plan. The sponsor will not make contributions to this plan after my separation.
1/2017
2
Sacramento, California
I will retain this defined contribution plan. The sponsor will not make contributions to this plan after my separation.
1/2017
3
Sacramento, California
I will retain this defined benefit plan.
1/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Sacramento, California
Attorney General

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Providence St. Joseph Health
director fees
2
California Health Care Foundation
director fees
3
Valley Medical Group
None (or less than $1,001)
salary, bonus, partnership share
4
IRA #1
4.1
Eaton Vance Floating-Rate Advantage Fund - Class A (EAFAX)
$1,001 - $15,000
None (or less than $201)
4.2
PIMCO Total Return Fund - Institutional Class (PTTRX)
$1,001 - $15,000
None (or less than $201)
4.3
PIMCO Investment Grade Corporate Bond Index ETF (CORP)
$1,001 - $15,000
None (or less than $201)
4.4
JPMorgan Large Cap Growth Fund - Class A (OLGAX)
$1,001 - $15,000
None (or less than $201)
4.5
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class (GTLLX)
$1,001 - $15,000
None (or less than $201)
4.6
American Funds Washington Mutual Investors Fund - Class F1 (WSHFX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Brokerage Account #1
1.1
PIMCO Investment Grade Corporate Bond Index ETF (CORP)
$1,001 - $15,000
$1,001 - $2,500
1.2
PIMCO Total Return Fund - Institutional Class (PTTRX)
$1,001 - $15,000
$201 - $1,000
1.3
Eaton Vance Floating-Rate Advantage Fund - Class A (EAFAX)
$1,001 - $15,000
$201 - $1,000
1.4
iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
$1,001 - $15,000
None (or less than $201)
1.5
PIMCO Enhanced Short Maturity Active ETF (MINT)
$1,001 - $15,000
$201 - $1,000
1.6
JPMorgan Large Cap Growth Fund - Class A (OLGAX)
$15,001 - $50,000
None (or less than $201)
1.7
Glenmede Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class (GTLLX)
$15,001 - $50,000
None (or less than $201)
1.8
American Funds Washington Mutual Investors Fund - Class F1 (WSHFX)
$15,001 - $50,000
$201 - $1,000
1.9
JPMorgan Equity Income Fund - Class A (OIEIX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
2018
15 years
3
Congressional Federal Credit Union
$250,001 - $500,000
2018
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
I serve as Trustee of a family revocable trust created for estate planning purposes.
2
2
Beginning July 1, 2020, I voluntarily reduced my salary.
5
1
Service on the Board ceased in March 2020.
8
1
Property in Los Angeles, California.
8
2
Property in Sacramento, California.
8
3
Property in Sacramento, California.

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