19trades · $942.5K est.
$3Mest. assets · Annual Term
Since nomination
Nominee 278 (01/05/2021) vs Annual TermDivested
17 positions · $571K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fidelity Freedom 2035 Fund FSNUX | Spouse's assets | Spouse | $100K – $250K |
| iShares Total US Stock Market Index Fund BKTSX | Spouse's assets | Spouse | $100K – $250K |
| Liberty National (soon to be Globe Life) whole life insurance policies | Other assets | — | $50K – $100K |
| American Funds EuroPacific Growth Fund RERGX | Employment assets | Self | $15K – $50K |
| Harbor Capital Appreciation Fund HACAX | Employment assets | Self | $15K – $50K |
| Metropolitan West Total Return Bond Fund MWTRX | Employment assets | Self | $1K – $15K |
| BlackRock Equity Index Fund | Employment assets | Self | $1K – $15K |
| Russell Investments Global Balanced Fund | Employment assets | Self | $1K – $15K |
| Russell Investments Intermediate Term Bond Fund | Employment assets | Self | $1K – $15K |
| Russell Investments Non-U.S. Equity Fund | Employment assets | Self | $1K – $15K |
| Russell Investments Real Asset Fund | Employment assets | Self | $1K – $15K |
| Russell Investments Short Term Bond Fund | Employment assets | Self | $1K – $15K |
| Russell Investments Stable Value Fund | Employment assets | Self | $1K – $15K |
| Russell Investments U.S. Small Cap Equity Fund | Employment assets | Self | $1K – $15K |
| Vanguard Growth and Income Fund VQNPX | Employment assets | Self | $1K – $15K |
| SkidRiley Associates (small business consulting services) | Spouse's assets | Spouse | Under $1K |
| Residential real estate, Long Beach, CA | Other assets | — | Under $1K |
Still holds
17 positions · $2.4M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential real estate, San Francisco, CA | Other assets | — | $500K – $1M | $500K – $1M |
| U.S. bank #1 (cash account) | Other assets | — | $250K – $500K | $250K – $500K |
| T. Rowe Price Retirement 2040 Fund TRRDX | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| T. Rowe Price Growth Stock Fund PRGFX | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard 500 Index Fund VFIAX | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Star Fund VGSTX | Other assets | — | $50K – $100K | $100K – $250K |
| T. Rowe Price Retirement 2040 Fund TRRDX | Other assets | — | $50K – $100K | $50K – $100K |
| Franklin Mutual Quest Fund MQIFX | Other assets | — | $50K – $100K | $50K – $100K |
| T. Rowe Price International Value Equity Fund TRIGX | Other assets | — | $15K – $50K | $50K – $100K |
| Vanguard 500 Index Fund VFIAX | Other assets | — | $15K – $50K | $50K – $100K |
| T Rowe Price Equity Index 500 Fund PREIX | Other assets | — | $15K – $50K | $50K – $100K |
| U.S. bank #2 (cash account) | Other assets | — | $100K – $250K | $15K – $50K |
| T. Rowe Price Retirement 2040 Fund TRRDX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Target Retirement 2040 Fund VFORX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard 500 Index Fund VFIAX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Vanguard Target Retirement 2040 Fund VFORX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| AIG whole life insurance policy | Other assets | — | $1K – $15K | $1K – $15K |
New positions
5 positions · $665.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund RFFTX | Spouse's assets | Spouse | $250K – $500K |
| Fidelity 500 Index Fund FXAIX | Spouse's assets | Spouse | $100K – $250K |
| Globe Life Liberty National Division whole life insurance policies | Other assets | — | $50K – $100K |
| Vanguard Growth Index Fund VIGAX | Spouse's assets | Spouse | $15K – $50K |
| Fidelity Balanced Fund FBALX | 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 |
|---|---|---|---|---|---|
| VFIAX Miller and Chevalier Chartered 401K: Vanguard 500 Index Fund | Sell | $1K – $15K | — | Apr 4, 2022 | filing ↗ |
| VQNPX Baker & MacKenzie 401K: (cid:9)Vanguard Growth and Income Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: (cid:9)Russell Investments U.S. Small Cap Equity Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: (cid:9)Russell Investments Stable Value Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: (cid:9)Russell Investments Short Term Bond Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: (cid:9)Russell Investments Real Asset Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: (cid:9)Russell Investments Non-U.S. Equity Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: (cid:9)Russell Investments Intermediate Term Bond Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| Baker & MacKenzie 401K: Russell Investments Global Balanced Fund | Sell | $1K – $15K | — | Dec 29, 2021 | filing ↗ |
| WBREOX Baker & MacKenzie 401K: (cid:9)BlackRock Equity Index Fund | Sell | $15K – $50K | — | Dec 29, 2021 | filing ↗ |
| VFORX Miller and Chevalier 401K: (cid:9)Vanguard Target Retirement 2040 Fund | Sell | $15K – $50K | — | Dec 21, 2021 | filing ↗ |
| VFIAX Miller and Chevalier 401K: Vanguard 500 Index Fund | Sell | $15K – $50K | — | Dec 21, 2021 | filing ↗ |
| MWTRX Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund | Sell | $1K – $15K | — | Dec 21, 2021 | filing ↗ |
| HACAX Miller and Chevalier 401K: Harbor Capital Appreciation Fund | Sell | $15K – $50K | — | Dec 21, 2021 | filing ↗ |
| RERGX Miller and Chevalier 401K: American Funds EuroPacific Growth Fund | Sell | $15K – $50K | — | Dec 21, 2021 | filing ↗ |
| RFFTX American Funds 2035 Target Date Retirement Fund | Buy | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Buy | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
| BKTSX iShares Total US Stock Market Index Fund | Sell | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
| FSNUX Fidelity Freedom 2035 Fund | Sell | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
Asset holdings
Annual Term · filed —All positions
30 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $1054/month at age 65 | Spouse | — | — |
| Fidelity 401K | Spouse | — | — |
| American Funds 2035 Target Date Retirement Fund RFFTX | Spouse | $250K – $500K | — |
| Fidelity 500 Index Fund FXAIX | Spouse | $100K – $250K | — |
| Roth IRA | Spouse | — | — |
| T. Rowe Price Retirement 2040 Fund TRRDX | Spouse | $100K – $250K | — |
| Cheetah Conservation Fund, Director of Operations and Finance | Spouse | — | salary |
| Cheetah Fund 401K | Spouse | — | — |
| Fidelity Balanced Fund FBALX | Spouse | $1K – $15K | — |
| Vanguard 500 Index Fund VFIAX | Spouse | $15K – $50K | — |
| Vanguard Target Retirement 2040 Fund VFORX | Spouse | $15K – $50K | — |
| Vanguard Growth Index Fund VIGAX | Spouse | $15K – $50K | — |
| Residential real estate, San Francisco, CA | — | $500K – $1M | Rent or Royalties · $15K – $50K |
| Globe Life Liberty National Division whole life insurance policies | — | $50K – $100K | — |
| U.S. bank #1 (cash account) | — | $250K – $500K | Interest · $201 – $1K |
| U.S. bank #2 (cash account) | — | $15K – $50K | Interest · $201 – $1K |
| investment account #1 | — | — | — |
| T. Rowe Price Growth Stock Fund PRGFX | — | $100K – $250K | $2.5K – $5K |
| T. Rowe Price International Value Equity Fund TRIGX | — | $50K – $100K | $1K – $2.5K |
| T. Rowe Price Retirement 2040 Fund TRRDX | — | $50K – $100K | $2.5K – $5K |
| Franklin Mutual Quest Fund MQIFX | — | $50K – $100K | $2.5K – $5K |
| investment account #2 | — | — | — |
| Vanguard 500 Index Fund VFIAX | — | $100K – $250K | $2.5K – $5K |
| Vanguard Star Fund VGSTX | — | $100K – $250K | $5K – $15K |
| investment account #3 | — | — | — |
| Vanguard 500 Index Fund VFIAX | — | $50K – $100K | $201 – $1K |
| T Rowe Price Equity Index 500 Fund PREIX | — | $50K – $100K | $201 – $1K |
| T. Rowe Price Retirement 2040 Fund TRRDX | — | $15K – $50K | $201 – $1K |
| Vanguard Target Retirement 2040 Fund VFORX | — | $15K – $50K | $201 – $1K |
| AIG whole life insurance policy | — | $1K – $15K | — |
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.