7trades · $105K est.
57%
disclosed on time · 3 late, worst 10d over
$1.1Mest. assets · Termination
Since nomination
Nominee 278 (12/03/2021) vs TerminationDivested
7 positions · $147.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fidelity® 500 Index Fund FXAIX | Spouse's assets | Spouse | $50K – $100K |
| Edison International EIX | Other assets | — | $15K – $50K |
| Investment Company of America Class A Shares AIVSX | Other assets | — | $1K – $15K |
| Growth Fund of America Class A Shares AGTHX | Other assets | — | $1K – $15K |
| Fidelity Select Energy Portfolio FSENX | Other assets | — | $1K – $15K |
| Exelon Corp. EXC | Other assets | — | $1K – $15K |
| Edison International EIX | Other assets | — | $1K – $15K |
Held at termination
29 positions · $1.1M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. bank #1 (cash) | Other assets | — | $250K – $500K | $100K – $250K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Spouse's assets | Spouse | $50K – $100K | $100K – $250K |
| Fidelity 500 Index Fund (FXAIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Wellington Fund Admiral Shares VWENX | Employment assets | Self | $50K – $100K | $50K – $100K |
| UC DCP - UC Pathway Fund 2030 | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $15K – $50K | $50K – $100K |
| Vanguard Diversified Equity Fund Investor Shares VDEQX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Target Retirement 2050 Fund Investor Shares VFIFX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Target Retirement 2025 Fund Investor Class Shares VTTVX | Employment assets | Self | $15K – $50K | $15K – $50K |
| SFDCP LgCap EquSP500 Indx, Nthn Tr SP500 Indx Fd-NL, T4, CIT | Employment assets | Self | $15K – $50K | $15K – $50K |
| SFDCP SmMid CapEqIndx Fd,N Tr ExtEqMktIndx NL T4, CIT | Employment assets | Self | $15K – $50K | $15K – $50K |
| UC Savings Fund | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard California Intermediate-Term Tax- Exempt Fund Investor Shares VCAIX | Other assets | — | $15K – $50K | $15K – $50K |
| SFDCP LgCap Grth EquFd (50% T.Rowe Pr Gr StkTrFd-C CIT | Employment assets | Self | $1K – $15K | $15K – $50K |
| SFDCP LgCap Grth EquFd, 50% VIGIX | Employment assets | Self | $1K – $15K | $15K – $50K |
| SFDCP Active Equity Fund, FLPKX | Employment assets | Self | $1K – $15K | $15K – $50K |
| MFS New Discovery Fund Class A MNDAX | Employment assets | Self | $15K – $50K | $1K – $15K |
| MFS Growth Fund Class A MFEGX | Employment assets | Self | $1K – $15K | $1K – $15K |
| MFS Mid Cap Growth Fund Class A OTCAX | Employment assets | Self | $1K – $15K | $1K – $15K |
| MFS Massachusetts Investors Growth Stock Fund Class A MIGFX | Employment assets | Self | $1K – $15K | $1K – $15K |
New positions
2 positions · $40.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Fidelity Mid-Cap Stock Fund FMCSX | Other assets | — | $15K – $50K |
| US Government Bond (I series) | Spouse's assets | Spouse | $1K – $15K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| EIX Edison International | Sell | $1K – $15K | Self | May 27, 2022 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Buy | $1K – $15K | Self | May 22, 2022 | filing ↗ |
| EXC Exelon Corp. | Sell | $1K – $15K | Self | May 18, 2022 | filing ↗ |
| FMCSX Fidelity Mid-Cap Stock Fund | Buy | $15K – $50K | Self | May 17, 2022 | filing ↗ |
| EIX Edison International | Sell | $1K – $15K | Self | May 9, 2022 | 4d late filing ↗ |
| EIX Edison International | Sell | $1K – $15K | Self | May 6, 2022 | 7d late filing ↗ |
| FDENX Fidelity Select Energy Fund | Sell | $15K – $50K | Self | May 3, 2022 | 10d late filing ↗ |
Asset holdings
Termination · filed —All positions
43 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| City and County of San Francisco, defined benefit plan (value not ascertainable): eligible for approximately $2,265 at age 60 | Self | — | — |
| SEP IRA | Self | — | — |
| Vanguard Diversified Equity Fund Investor Shares VDEQX | Self | $15K – $50K | — |
| Vanguard Target Retirement 2050 Fund Investor Shares VFIFX | Self | $15K – $50K | — |
| Vanguard Target Retirement 2025 Fund Investor Class Shares VTTVX | Self | $15K – $50K | — |
| Urban Institute | Self | — | — |
| Fidelity 500 Index Fund (FXAIX | Self | $50K – $100K | — |
| Vanguard Small-Cap Index Fund Admiral Shares VSMAX | Self | Under $1K | — |
| Vanguard Wellington Fund Admiral Shares VWENX | Self | $50K – $100K | — |
| T. Rowe Price Retirement I 2035 Fund I Class TRPJX | Self | Under $1K | — |
| MFS IRA/Roth | Self | — | — |
| MFS Growth Fund Class A MFEGX | Self | $1K – $15K | — |
| MFS Mid Cap Growth Fund Class A OTCAX | Self | $1K – $15K | — |
| MFS New Discovery Fund Class A MNDAX | Self | $1K – $15K | — |
| MFS Massachusetts Investors Growth Stock Fund Class A MIGFX | Self | $1K – $15K | — |
| San Francisco City and County, 457(b) plan | Self | — | — |
| SFDCP LgCap EquSP500 Indx, Nthn Tr SP500 Indx Fd-NL, T4, CIT | Self | $15K – $50K | — |
| SFDCP LgCap Grth EquFd (50% T.Rowe Pr Gr StkTrFd-C CIT | Self | $15K – $50K | — |
| SFDCP LgCap Grth EquFd, 50% VIGIX | Self | $15K – $50K | — |
| SFDCP SmMid CapEqIndx Fd,N Tr ExtEqMktIndx NL T4, CIT | Self | $15K – $50K | — |
| SFDCP International Equity Fund, 50% RERGX | Self | $1K – $15K | — |
| SFDCP Int'lEqFd, 50%SchroderInt'l McapEqTr, C1 CIT | Self | $1K – $15K | — |
| SFDCP Active Equity Fund, FLPKX | Self | $15K – $50K | — |
| Roth IRA | Spouse | — | — |
| Vanguard Intermediate-Term Investment- Grade Fund Investor Shares VFICX | Spouse | $1K – $15K | — |
| Vanguard Windsor II Fund Investor Share VWNFX | Spouse | $1K – $15K | — |
| SEP IRA | Spouse | — | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Spouse | $100K – $250K | — |
| California State Teachers' Retirement System, defined benefit plan (value not readily ascertainable) | Spouse | — | — |
| University of California Retirement Savings Program, 403(b) plan | Spouse | — | — |
| UC DCP - UC Pathway Fund 2030 | Spouse | $50K – $100K | — |
| UC Savings Fund | Spouse | $15K – $50K | — |
| Data Quality Campaign, 401(k) Plan | Spouse | — | — |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Shares VTTWX | Spouse | $1K – $15K | — |
| Consultant fees | Spouse | — | — |
| Consultant fees | Spouse | — | — |
| US Government Bond (I series) | Spouse | $1K – $15K | $1K – $2.5K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $50K – $100K | $15K – $50K |
| Vanguard California Intermediate-Term Tax- Exempt Fund Investor Shares VCAIX | — | $15K – $50K | — |
| U.S. bank #1 (cash) | — | $100K – $250K | Interest · $2.5K – $5K |
| U.S. bank # 1 (cash) | — | $1K – $15K | — |
| U.S. bank #1 (cash) | — | $1K – $15K | $201 – $1K |
| Fidelity Mid-Cap Stock Fund FMCSX | — | $15K – $50K | $201 – $1K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.