Philip M. Fine
Princip Deputy Assoc Admin For Policy
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.9 M - $12.3 M
Salary
  • salary
    Unknown
Employment
  • Departed 01/27/2023

Financial Disclosure Details - OGE Form 278e (01/18/2023)

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
Fidelity Traditional IRA
1.1
Fidelity Intl Cap Appreciation Fund
$1,001 - $15,000
None (or less than $201)
2
South Coast Air Quality Management District, 457 plan
2.1
Vanguard Mid Cap Index Fund
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Small Cap Index Fund
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Dev Markets Index Fund
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Sel Value fund
$15,001 - $50,000
None (or less than $201)
2.5
Hartford Intl Opp Fund
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Inst Index Fund
$100,001 - $250,000
None (or less than $201)
2.7
E I fixed account Series Class IV
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Los Angeles, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2002
2
Los Angeles, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2002
3
Diamond Bar, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2006
4
Diamond Bar, California
I will continue to participate in this defined benefit pension plan. The plan sponsor will not make further contributions after my separation.
1/2006
5
San Francisco, California
New Employer beginning February 21, 2023
2/2023

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
Zarah Company (Wholesale Jewelry)
salary, bonus
2
Fidelity SEP-IRA
2.1
Fidelity Select Commercial Services
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Select Industrials
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity Gov Cash reserves
$100,001 - $250,000
None (or less than $201)
2.4
Fidelity Select Financial Services
$15,001 - $50,000
None (or less than $201)
2.5
Fidelity Select Consumer Discretionary
$15,001 - $50,000
None (or less than $201)
2.6
Fidelity Select Biotechnolgy
$15,001 - $50,000
None (or less than $201)
2.7
Fidelity Select Technology
$15,001 - $50,000
None (or less than $201)
2.8
Fidelity 500 Index
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
ScholarShare 529 college plan
$100,001 - $250,000
None (or less than $201)
2
US domestic bank (cash account)
$15,001 - $50,000
None (or less than $201)
3
residential real estate #1, Topanga, CA
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
4
residential real estate #2, Topanga, CA
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
1
Fidelity Select Financial Services
Sale
12/27/2022
$1,001 - $15,000
2
Fidelity Select Brokerage & Investment Management
Sale
10/24/2022
$15,001 - $50,000
3
Fidelity Select Environment and Alternative Energy
Sale
10/24/2022
$15,001 - $50,000
4
Fidelity Select Biotechnology
Sale
07/25/2022
$1,001 - $15,000
5
Fidelity Select Consumer Staples
Sale
05/23/2022
$15,001 - $50,000
6
Fidelity Select Brokerage and Investment management
Sale
04/25/2022
$1,001 - $15,000
7
Fidelity Select Pharmaceutical
Sale
04/25/2022
$15,001 - $50,000
8
Fidelity Select Technology
Sale
01/24/2022
$1,001 - $15,000
9
Fidelity select consumer discretionary
Sale
01/24/2022
$15,001 - $50,000
10
fidelity select health care
Sale
01/24/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Mortgage
$500,001 - $1,000,000
2011
30-years
2
LoanCare
$100,001 - $250,000
2004
15-years
3
Greensky
$10,001 - $15,000
2015
12 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Bay Area Air Quality Management District
San Francisco, California
Hotel reimbursement for preliminary meetings for future employer, all conducted on personal leave time. nights hotel 1/10/23 - 1/12/23, San Francisco
416.41
2
Bay Area Air Quality Management District
San Francisco, California
Air fare reimbursement for preliminary meetings for future employer, all conducted on personal leave time. One way 1/12/23, San Francisco to Washington DC
178.60
3
Bay Area air quality Management District
San Francisco, California
Air fare reimbursement for employment interview, all conducted on personal leave time. Angeles to San Francisco, 11/08/22
168.98
4
Bay Area Air Quality Management District
San Francisco, California
Hotel reimbursement for employment interview, all conducted on personal leave time. San Francisco
501.12
5
Bay Area Air Quality Management District
San Francisco, California
Air fare reimbursement for employment interview, all conducted on personal leave time. One way, San Francisco to Washington DC, 12/07/22
428.60
6
Bay Area Air Quality Management District
San Francisco, California
Air fare reimbursement for employment interview, all conducted on personal leave time. One way, Los Angeles to San Francisco, 12/06/22
168.68
7
Bay Area Air Quality Management District
San Francisco, California
Hotel reimbursement for employment interview, all conducted on personal leave time. One night 12/6/22, San Francisco
351.92

Endnotes

Section
#
Description
7
10
All these trades were in my spouses SEP-IRA account according to a Fidelity Advisor Newsletter that directs periodic trades within the Fidelity Select Fund portfolio.

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