Anjali W Phillips
Special Assistant to the President and Associate Counsel
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.7 M - $4.9 M
Salary
  • salary
    $100 K
Employment
  • Started 05/31/2022

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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