This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Francis R. Fannon
State (joined: May 25, 2018)
Assistant Secretary for Energy Resources, Bureau of Energy Resources | Financial Disclosure »
Former Positions Outside Government
- BHP Head of Corporate Affairs
Former Compensation Sources
- BHP BHP employed me as its Head of Corporate Affairs in Washington, DC.
Employment Assets
| Description | Value | Income |
|---|---|---|
| BHP non-qualified plan | ||
| Vanguard Balanced Index Fund Institutional Shares | $250,001 - $500,000 | $15,001 - $50,000 |
| BHP, restricted stock units | $100,001 - $250,000 | None (or less than $201) |
| BHP, ESPP account | $15,001 - $50,000 | None (or less than $201) |
| BHP | $177,435 | |
| BHP Salary | $590,000 | |
| BHP anticipated bonus | $50,001 - $100,000 | None (or less than $201) |
| BHP 401K | ||
| American Funds EuroPacific Growth Fund Class R-6 | $50,001 - $100,000 | $15,001 - $50,000 |
| Vanguard Extended Market Index Fund Admiral Shares | $15,001 - $50,000 | $1,001 - $2,500 |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares | $15,001 - $50,000 | $5,001 - $15,000 |
| Vanguard Total Bond Market Index Fund Institutional Shares | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Total International Stock Index Fund Admiral Shares | $50,001 - $100,000 | $201 - $1,000 |
| IRA | ||
| ISHARES EMRG MKT DIV ETF | None (or less than $1,001) | $2,501 - $5,000 |
| ISHARES RUSSELL 1000 GRW ETF | $15,001 - $50,000 | $5,001 - $15,000 |
| ISHARES RUSSELL 1000 VALUE ETF | $15,001 - $50,000 | $2,501 - $5,000 |
| WISDOMTREE TR INTL EQUITY FD | $15,001 - $50,000 | $1,001 - $2,500 |
| WISDOMTREE TRUST JAPN HEDGE EQ | $1,001 - $15,000 | $1,001 - $2,500 |
| BARON EMERG MKTS INSTL | $1,001 - $15,000 | $1,001 - $2,500 |
| BARON SMALL CAP INSTL | $15,001 - $50,000 | $2,501 - $5,000 |
| BRANDES EMERGING MKTS VAL I | $1,001 - $15,000 | $1,001 - $2,500 |
| CLEARBRIDGE AGGRESSIVE GWTH I | $1,001 - $15,000 | $1,001 - $2,500 |
| DELAWARE VALUE INSTL | $15,001 - $50,000 | $5,001 - $15,000 |
| FUNDVANTAGE TR POLEN GRW INST | $15,001 - $50,000 | $5,001 - $15,000 |
| HARDING LOEVNER INTL EQTY INST | $1,001 - $15,000 | $2,501 - $5,000 |
| OAKMARK Fund | $15,001 - $50,000 | $5,001 - $15,000 |
| OAKMARK INTERNATIONAL I | $15,001 - $50,000 | $2,501 - $5,000 |
| OPPENHEIMER DEVELOPING MKTS Y | $1,001 - $15,000 | $201 - $1,000 |
| ROYCE TOTAL RETURN INV | $1,001 - $15,000 | $2,501 - $5,000 |
| WELLS FARGO SPECIAL MDCP VL I | $1,001 - $15,000 | $1,001 - $2,500 |
| US brokerage account (cash) | None (or less than $1,001) | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| BHP | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Select IT Services | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Select Health Care | $1,001 - $15,000 | None (or less than $201) |
| Fidelity 500 Index Premium Class | $1,001 - $15,000 | None (or less than $201) |
| Hennessy Gas Utility Investor CL | $1,001 - $15,000 | None (or less than $201) |
| Howard Hughes Corporation | $1,001 - $15,000 | None (or less than $201) |
| Murphy Oil Corp | $50,001 - $100,000 | $2,501 - $5,000 |
| Murphy USA | $15,001 - $50,000 | None (or less than $201) |
| Google Inc | $1,001 - $15,000 | None (or less than $201) |
| Amazon.com, Inc. - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| Apple Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Chase & Co | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Wisdomtree trust JAPN HEDGED EQUITY FUND | $1,001 - $15,000 | None (or less than $201) |
| BARON EMERG MKTS INSTL | $1,001 - $15,000 | None (or less than $201) |
| BRANDES EMERGING MKTS VAL I | $1,001 - $15,000 | None (or less than $201) |
| HARDING LOEVNER INTL EQTY INST | $1,001 - $15,000 | None (or less than $201) |
| OAKMARK INTERNATIONAL Fund | $1,001 - $15,000 | None (or less than $201) |
| AbbVie Inc. | $100,001 - $250,000 | $2,501 - $5,000 |
| Abbott Laboratories | $50,001 - $100,000 | $1,001 - $2,500 |
| Boeing Co | $100,001 - $250,000 | $1,001 - $2,500 |
| Education Realty TR Inc | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Tax-Exempt Money Market | $15,001 - $50,000 | None (or less than $201) |
| General Electric Co | $50,001 - $100,000 | $2,501 - $5,000 |
| Goldman Sachs Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Intel Corporation - Common Stock | $100,001 - $250,000 | $5,001 - $15,000 |
| JP Morgan Chase & Co | $50,001 - $100,000 | $2,501 - $5,000 |
| McDonalds | $100,001 - $250,000 | $5,001 - $15,000 |
| Medtronic Inc | $1,001 - $15,000 | None (or less than $201) |
| Motorola Solutions Inc | $1,001 - $15,000 | $201 - $1,000 |
| PepsiCo Inc | $100,001 - $250,000 | $5,001 - $15,000 |
| Royal Dutch Shell | $15,001 - $50,000 | $2,501 - $5,000 |
| Walgreen Boots Alliance | $1,001 - $15,000 | None (or less than $201) |
| Yum! Brands Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) |
| VA 529 Account 1 (American Funds) | ||
| Europacific Growth Fund-529A | $1,001 - $15,000 | $201 - $1,000 |
| Fundamental Investors-529A | $1,001 - $15,000 | None (or less than $201) |
| Growth Fund of America-529A | $1,001 - $15,000 | None (or less than $201) |
| New World Fund-529A | $1,001 - $15,000 | None (or less than $201) |
| Smallcap World-Fund-529A | $1,001 - $15,000 | None (or less than $201) |
| VA 529 Account 2 (American Funds | ||
| EuroPacific Growth Fund-529A | $1,001 - $15,000 | None (or less than $201) |
| Fundamental Investors_529A | $1,001 - $15,000 | None (or less than $201) |
| Growth Fund of America-529A | $1,001 - $15,000 | None (or less than $201) |
| New World Fund_529A | $1,001 - $15,000 | None (or less than $201) |
| SMALLCAP World Fund-529A | $1,001 - $15,000 | None (or less than $201) |
| Procter & Gamble | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| BHP | Houston, Texas | I will not participate in this defined non-qualified contribution plan after my separation. | Dec. 16, 2012 |
| BHP | Houston, Texas | I will not participate in this 401K defined contribution plan after my separation. | Dec. 16, 2012 |
| BHP | Houston, Texas | Pursuant to the company’s compensation plan, for any vested restricted stock units, I will receive a percentage of stock upon my departure. I will forfeit any unvested restricted stock units. | March 16, 2013 |
| BHP Employee Stock Purchase Plan | Houston, Texas | My participation in the employee stock participation plan will cease upon my separation from the company. I will forfeit any unvested stock upon my departure. | June 16, 2013 |
| BHP severance bonus | Houston, Texas | Pursuant to company practice, I will receive a bonus for services rendered in 2017 up to the date of my departure from the company. | Dec. 16, 2017 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| US Department of Education | Student Loan | $50,001 - $100,000 | 4.375 | 2000 |
| BB&T | Mortgage on Personal Residence | $500,001 - $1,000,000 | 3.625 | 2011 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Roth IRA | |||
| Fidelity govt cash reserves | $1,001 - $15,000 | None (or less than $201) | |
| Davis NY Venture Class A | $1,001 - $15,000 | None (or less than $201) | |
| Rollover IRA | |||
| Fidelity Govt cash reserves | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Francis R. Fannon? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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