Jake Phillips
Deputy Assistant to the President and Deputy White House Counsel, Legal Adviser to the National Security Council,
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.9 M - $12.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/07/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington, Virginia
Vice President and Assistant General Counsel
2/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Boeing Company, restricted stock units
None (or less than $1,001)
Income amount reflects value of restricted stock units distributed to filer upon separation from Boeing.
$1,285,327
2
The Boeing Company
Salary/Bonus
$1,261,638
3
The Boeing Company, 401(k) Plan
3.1
Balanced Index Fund
$15,001 - $50,000
None (or less than $201)
3.2
S&P 500 Index Fund
$500,001 - $1,000,000
None (or less than $201)
3.3
International Index Fund
$100,001 - $250,000
None (or less than $201)
3.4
Russell 2000 Index Fund
$250,001 - $500,000
None (or less than $201)
3.5
International Companies Fund
$1,001 - $15,000
None (or less than $201)
4
Boeing Executive Supplemental Savings Plan
None (or less than $1,001)
Income amount reflects payout of plan balance upon separation from Boeing.
$609,904
5
The Boeing Company
Payout of unused PTO at time of separation.
$93,230

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Arlington, Virginia
Pursuant to a standard separation agreement consistent with prior practice with my former employer signed prior to my assuming the duties of my government position, I received the following after separating from the company: (1) unvested RSUs vested on a pro rata basis, based on time of service during the vesting period; (2) the balance of the Executive Supplemental Savings Plan; and (3) annual bonus for 2021.
2/2022
2
Chicago, Illinois
I will continue to participate in this defined contribution plan; however plan sponsor will not make contributions after my separation.
2/2009

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Arlington, Virginia
Provided legal services.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Hostetter Strent LLC
Partnership share
2
401(k) Account
None (or less than $201)
2.1
New World Fund, Inc Class R6 Shares (RNWGX)
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard International Growth Fund Admiral Shares (VWILX)
$100,001 - $250,000
None (or less than $201)
2.3
Nationwide Geneva Small Cap Growth Fund Institutional Service Class Shares (NWKDX)
$50,001 - $100,000
None (or less than $201)
2.4
Victory Sycamore Established Value Fund Class I Shares (VEVIX)
$15,001 - $50,000
None (or less than $201)
2.5
JPMorgan Equity Income Fund Class R5 Shares (OIERX)
$50,001 - $100,000
None (or less than $201)
2.6
Putnam Growth Opportunities Fund Class Y Shares (PGOYX)
$100,001 - $250,000
None (or less than $201)
2.7
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)
$1,001 - $15,000
None (or less than $201)
3
Hostetter Strent, LLC Capital Account
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
2
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$50,001 - $100,000
$201 - $1,000
3
Fidelity Total Market Index Fund (FSKAX)
$250,001 - $500,000
$2,501 - $5,000
4
IBN (ICICI Bank Limited)
$15,001 - $50,000
None (or less than $201)
5
Schwab US Broad Market ETF (SCHB)
$50,001 - $100,000
$201 - $1,000
6
Schwab US Dividend Equity ETF (SCHD)
$100,001 - $250,000
$2,501 - $5,000
7
Schwab US Large-Cap ETF (SCHX)
$1,001 - $15,000
None (or less than $201)
8
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
$1,001 - $2,500
9
Fidelity Contrafund (FCNTX)
$100,001 - $250,000
None (or less than $201)
10
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Fidelity VISA
$15,001 - $50,000
2021
revolving
2
EdFinancial Services
$15,001 - $50,000
2003
30 years
3
Nelnet
$15,001 - $50,000
2005
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Income amount reflects all compensation for 2021 and 2022 prior to separation, including salary, bonus and value of vested stock grants distributed in 2021 (at the time of their vesting).
2
4
Income amount reflects payout of Boeing Executive Supplemental Savings Plan balance upon separation from Boeing employment.

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