Alan Phelps
Senior Level Trial Attorney (Departed Administration)
Estimated Net Worth
- $799 K - $2.3 M
Salary
- Unknown
Departed Administration
- Yes
Records
- OGE Form 278t (09/19/2024)
- OGE Form 278t (08/07/2024)
- OGE Form 278e (04/26/2024)
- OGE Form 278t (03/04/2024)
- OGE Form 278t (02/23/2024)
- OGE Form 278t (10/23/2023)
- OGE Form 278t (07/31/2023)
- OGE Form 278t (06/07/2023)
- OGE Form 278e (03/31/2023)
- OGE Form 278t (02/03/2023)
- OGE Form 278t (10/21/2022)
- OGE Form 278e (04/20/2022)
- OGE Form 278t (04/20/2022)
- OGE Form 278t (04/15/2022)
- OGE Form 278t (12/09/2021)
- OGE Form 278t (07/06/2021)
- OGE Form 278e (05/10/2021)
- OGE Form 278t (03/29/2021)
- OGE Form 278t (01/04/2021)
- OGE Form 278e (07/06/2020)
Financial Disclosure Details - OGE Form 278e (04/26/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Self IRA #1 | |||
1.1 | Apple, Inc. (AAPL) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | SPDR S&P 500 ETF Trust (SPY) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Vanguard Extended Market Index Fund ETF Shares (VXF) | $15,001 - $50,000 | None (or less than $201) | |
2 | Self IRA #2 | |||
2.1 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | VXF | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | District of Columbia government | salary/earned income | ||
2 | DC Govt - 457 | |||
2.1 | Vanguard fund / Vanguard Target Retire 2035 | $100,001 - $250,000 | None (or less than $201) | |
3 | DC Govt - 401a | |||
3.1 | Vanguard fund/Vanguard Target Retire 2035 | $100,001 - $250,000 | None (or less than $201) | |
4 | Former employer 403b #1 | |||
4.1 | AB VPS Global fund | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Del VIP Small Cap fund | $1,001 - $15,000 | None (or less than $201) | |
4.3 | LVIP Baron Growth fund | $1,001 - $15,000 | None (or less than $201) | |
4.4 | LVIP T Rowe Mid Cap fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage acct / U.S. Brokerage #1 | |||
1.1 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.3 | Vanguard Extended Market Index Fund ETF Shares (VXF) | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | Microsoft Corp. (MSFT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.5 | Money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Savings acct (cash) / U.S. Bank # 1 | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | Checking acct (cash) / U.S. Bank # 2 | $1,001 - $15,000 | None (or less than $201) | |
4 | DC College Savings 529 plan | |||
4.1 | DC College Savings 2028 Portfolio | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR S&P 500 ETF Trust | Purchase | 06/07/2023 | $1,001 - $15,000 |
2 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 07/31/2023 | $1,001 - $15,000 |
3 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 10/23/2023 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Alan Phelps that is missing from this database?
Drop us a line at [email protected].