Estimated Net Worth
- $518 K - $2.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/20/2024)
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 | Vanguard Traditional IRA | |||
1.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | 1.2 Vanguard Emerging Markets Select VMMSX | $1,001 - $15,000 | None (or less than $201) | |
1.3 | 1.3 Vanguard Total Stock Markets Index VTSAX | $1,001 - $15,000 | None (or less than $201) | |
1.4 | 1.4 Vanguard FTSE Emerging Markets VWO | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Vanguard Federal Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard Roth IRA | |||
2.1 | 2.2 Vanguard Global Equity Fund VHGEX | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | 2.3 Vanguard Emerging Markets Select VMMSX | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | 2.4 Vanguard Small Cap Equity VSTCX | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York City, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2000 | |
2 | Palo Alto, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2010 |
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 | Schwab IRA | |||
1.1 | Cash | None (or less than $1,001) | None (or less than $201) | |
2 | Schwab Roth IRA | |||
2.1 | Microsoft stock | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Cash | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Acquirers Value ETF ZIG | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Invesco China Technology ETF CQQQ | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Ishares MSCI Emerging Markets IEMG | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Palantir stock PLTR | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash account - high yield savings #1) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2 | Apple stock | $100,001 - $250,000 | Dividends | $201 - $1,000 |
3 | META stock | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank (cash account - high yield savings #2) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
5 | DC 529 for Dependent Child 1 | |||
5.1 | Intermediate-Term Bond Portfolio | None (or less than $1,001) | None (or less than $201) | |
5.2 | DC College Savings 2034 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Non-U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
6 | DC 529 for Dependent Child 2 | |||
6.1 | DC College Savings 2037 Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab US Treasury Money Fund Investor Class Shares (SNSXX) | Purchase | 08/14/2023 | $1,001 - $15,000 |
2 | Schwab US Treasury Money Fund Investor Class Shares (SNSXX) | Purchase | 08/14/2023 | $15,001 - $50,000 |
3 | Schwab US Treasury Money Fund Investor Class Shares (SNSXX) | Purchase | 03/10/2023 | $15,001 - $50,000 |
4 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Purchase | 05/09/2023 | $15,001 - $50,000 |
5 | DC 529 Non-US Total Stock Market Index Portfolio | Sale | 12/26/2023 | $1,001 - $15,000 |
6 | DC College Savings 2034 Portfolio | Purchase | 12/26/2023 | $1,001 - $15,000 |
7 | DC 529 Total Non-US Stock Market Index Portfolio | Sale | 12/26/2023 | $1,001 - $15,000 |
8 | DC College Savings 2037 Portfolio | Purchase | 12/26/2023 | $1,001 - $15,000 |
9 | Virginia 529 2039 Portfolio | Purchase | 05/05/2023 | $1,001 - $15,000 |
10 | Virginia 529 2036 Portfolio | Purchase | 04/17/2023 | $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 Pamela Phan that is missing from this database?
Drop us a line at [email protected].