Phyllis Fong
Acting Inspector General of the Federal Housing Finance Authority
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.6 M - $14.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/13/2022)

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
Nothing reported in this section

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
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US Savings Bond
$15,001 - $50,000
Interest
$1,001 - $2,500
2
US Savings Bond
$1,001 - $15,000
Interest
$201 - $1,000
3
US Savings Bond
$1,001 - $15,000
Interest
$201 - $1,000
4
Aviva Multichoice Xtra Individual Deferred Annuity (Fixed Annuity)
$100,001 - $250,000
Interest
$2,501 - $5,000
5
Sun Trust Bank, Bethesda, MD, US, Savings (Cash Deposit/Savings)
$1,001 - $15,000
Interest
None (or less than $201)
6
Sun Trust Bank, Bethesda, MD, US, Money Market (Cash Deposit/Savings)
$15,001 - $50,000
Interest
None (or less than $201)
7
T. Rowe Price Maryland Tax-Free Bond Fund
$50,001 - $100,000
$1,001 - $2,500
8
T. Rowe Price Maryland Tax-Free Bond Fund
$15,001 - $50,000
$201 - $1,000
9
Allspring [Wells Fargo Advantage Fund]
$15,001 - $50,000
$201 - $1,000
10
First Command IRA (S)(2)

Transactions

#
Description
Type
Date
Amount
1
Maryland College Investment Plan 2
Sale
09/01/2021
$1,001 - $15,000
2
Maryland College Investment Plan 2
Sale
12/28/2021
$1,001 - $15,000
3
Edgewood Growth Fund Institutional Class Shares (EGFIX)
Sale
02/02/2021
$1,001 - $15,000
4
JOHCM International Select Fund Class I Shares (JOHIX)
Sale
02/02/2021
$1,001 - $15,000
5
Artisan International Value Fund Advisor Class Shares (APDKX)
Purchase
02/02/2021
$1,001 - $15,000
6
iShares S&P Mid-Cap 400 Value ETF (IJJ)
Purchase
02/02/2021
$1,001 - $15,000
7
iShares Core Dividend Growth ETF (DGRO)
Purchase
02/02/2021
$1,001 - $15,000
8
MFS Mid Cap Growth Fund Class I Shares (OTCIX)
Sale
02/02/2021
$1,001 - $15,000
9
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)
Purchase
03/10/2021
$1,001 - $15,000
10
BlackRock Total Return Fund Institutional Shares (MAHQX)
Purchase
03/10/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
US Bank Home Mortgage
$250,001 - $500,000
2021
30 yrs

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
19
This inherited asset was transferred to the filer in December 2019.
6
20
This inherited asset was transferred to the filer in December 2019.
6
21
This inherited trust was established in 2019 upon the death of filer's parent.
6
21.2
This brokerage account is an inherited asset and was established as part of the filer's trust in December 2019.

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