Anjali W. Phillips
Special Assistant to the President and Associate Counsel
Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $4.9 M
Salary
- $100 K
Employment
- Started 05/31/2022
Records
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Director, Development & Communications | 5/2020 | |
2 | Washington, District of Columbia | Ethics Counsel (Volunteer) | 1/2021 | |
3 | Washington, District of Columbia | Board Member | 4/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Bank of America, NA RASP (IIAXX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Invesco S&P 500 Equal Weight ETF (RSP) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | iShares MSCI USA ESG Select ETF (SUSA) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Schwab US Dividend Equity ETF (SCHD) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF (CDC) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | American Funds Bond Fund of America F2 (ABNFX) | $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 |
|---|---|---|---|
1 | Washington, District of Columbia | Development |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Gibson, Dunn & Crutcher LLP (Law firm) | bonus, partnership share | ||
2 | Gibson, Dunn & Crutcher capital account | $15,001 - $50,000 | ||
3 | Gibson, Dunn & Crutcher, cash balance plan (value not readily ascertainable) | |||
4 | Catholic University | Salary | ||
5 | IRA | |||
5.1 | American Funds Bond Fund of America F2 (ABNFX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Bank of America NA Rasp (IIAXX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Invesco S&P 500 Equal Weight ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | iShares MSCI USA ESG Select ETF (SUSA) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | AB Large Cap Growth Fund, Inc Advisor Class Shares (APGYX) | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | Fidelity Advisor Total Bond Fund Class I Shares (FEPIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | First Trust Managed Municipal ETF (FMB) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | First Trust Value Line Dividend Index Fund (FVD) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Guggenheim Investment Grade Bond Fund Institutional Class Shares (GIUSX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.7 | iShares Edge MSCI Min Vol USA ETF (USMV) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | iShares MSCI USA ESG Select ETF (SUSA) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | iShares National Muni Bond ETF (MUB) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | ||
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