Philip Cole Finegan
Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $7.5 M - $20.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/17/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Denver, Colorado | Equity Partner | Present | |
2 | Denver, Colorado | Trustee | Present | |
3 | Denver, Colorado | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Hogan Lovells US LLP | |||
1.1 | Hogan Lovells US LLP, 401(k) | |||
1.1.1 | Fidelity 500 Index Fund (FXAIX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
1.1.2 | Fidelity Contrafund Class K Shares (FCNKX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.1.3 | Fidelity U.S. Bond Index (FXNEX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.1.4 | PIMCO Total Return Fund Institutional Class (PTTRX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | Hogan Lovells US LLP, cash balance pension plan | $50,001 - $100,000 | Distribution | $20,125 |
1.3 | Partnership share (draws and distributions) | Business Income | $1,045,533 | |
1.4 | Hogan Lovells US LLP, Bonus for 2019 & 2020 (rec’d 2020-present) | Bonus | $905,840 | |
1.5 | Hogan Lovells US LLP, Capital account | $500,001 - $1,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Denver, Colorado | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2007 | |
2 | Denver, Colorado | I will receive the remainder of my bonus for my 2020 performance by September 2021. I will not receive any bonus for the 2021 calendar year | 2/2007 | |
3 | Denver, Colorado | I will continue to participate in my Cash Balance Pension Plan with the firm. Following my departure, a final contribution will be made to the Cash Balance Plan on my behalf using money deducted from funds that would otherwise be due to me. That contribution will be prorated based on my time with the firm, through the date of my resignation. The firm will then distribute my Cash Balance Plan balance to me; it will provide distribution paperwork within 30 days of my departure, and the distribution will be processed within 10 business days of my return of executed forms. | 2/2007 | |
4 | Denver, Colorado | Following my withdrawal from the firm, the firm will refund the entirety of my capital account balance to the lending institution that financed my capital contribution. Certain amounts from my capital account will be withheld for account reconciliation. Any excess amounts not being used for account reconciliation will be refunded to me no later than 18 months after my departure. | 2/2007 | |
5 | Denver, Colorado | Pursuant to firm practice, following my resignation from Hogan Lovells US LLP. I will also receive a pro rata partnership share distribution based on the value of my partnership interests for services performed in 2021 through the date of my withdrawal. This payment will be calculated as of the date of his withdrawal, and will based on estimated profits.The firm may withhold certain amounts from this final partnership share distribution for account reconciliation and tax purposes; any excess amounts withheld by the firm that end up not being used for account reconciliation or tax purposes will be refunded to me no later than 18 months after my departure. | 2/2007 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Washington, District of Columbia | Legal services | |
2 | Denver, Colorado | Legal services | |
3 | Brookline, Massachusetts | Legal services | |
4 | Denver, Colorado | Legal services | |
5 | Dallas, Texas | Legal services | |
6 | Denver, Colorado | Legal services | |
7 | Dallas, Texas | Legal services | |
8 | Minneapolis, Minnesota | Legal services | |
9 | Colorado Springs, Colorado | Legal services | |
10 | Denver, Colorado | Legal services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | ICF International | Consulting Fees | ||
2 | SEP IRA | |||
2.1 | First Trust Capital Strength Portfolio Series 47 (FEAONX) | None (or less than $1,001) | None (or less than $201) | |
2.2 | First Trust First Trust Dividend & Income Port 75 (FDJYBX) | None (or less than $1,001) | None (or less than $201) | |
2.3 | First Trust U.S. Equity Closed-end Portfolio Series 33 (FJRFCX ) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | First Trust U.S. Equity Closed-end Portfolio Series 37 (FLQDFX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | First Trust Capital Strength Portfolio Series 48 (FYDLAX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | First Trust Capital Strength Portfolio Series 52 (FUVXMX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | First Trust Dividend & Income Select Closed- End Portfolio Series 76 (FENBHX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | First Trust Dividend & Income Select Closed- End Portfolio Series 87 (FWLMUX ) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank (cash) #1 | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank (cash) #2 | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank money market account (cash) #1 | $100,001 - $250,000 | None (or less than $201) | |
4 | U.S. bank money market account (cash) #2 | $100,001 - $250,000 | None (or less than $201) | |
5 | Lincoln Choice Plus Annuity | |||
5.1 | LVIP Dimensional US Equity MV | $100,001 - $250,000 | None (or less than $201) | |
5.2 | LVIP Blended LrgCap Growth MV Large Cap | $100,001 - $250,000 | None (or less than $201) | |
5.3 | LVIP Blended Mid Cap MV U.S. Mid Cap | $100,001 - $250,000 | None (or less than $201) | |
5.4 | LVIP Delaware Bond Fixed Income | $50,001 - $100,000 | None (or less than $201) | |
5.5 | Delaware Diversified Income Fixed Income | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Citibank | $500,001 - $1,000,000 | 2007 | Annual, interest only; upon my resignation from the firm, I would simply return my equity interest to the firm and the loan would be terminated. |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
1 | 2 | Underlying assets are not reportable. |
2 | 1.7 | This payment was received subsequent to the signing date of this report. |
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