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Jeff Tien Han Pon

Personnel Management

Director | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Society for Human Resource Management $820,706
Fidelity Government Cash Reserves $1,001 - $15,000 None (or less than $201)
AIG Focus Dividend Strategy CL A $50,001 - $100,000 $2,501 - $5,000
American Funds New World Fund CL F2 $15,001 - $50,000 $201 - $1,000
Dodge&Cox International Stock Fund (AOL Synthetic Stock Units was a program/stock pool created by the parent company, Verizon, based upon the valuation of the AOL business at the time of acquisition and its underlying assets. The units are valued quarterly by Deloitte through a 409A valuation process to reflect any increase/decrease in the value. The program only lasted two years and is now sunset and my spouse received two grants of these units (July of 2015 and March of 2016).) $50,001 - $100,000 $1,001 - $2,500
Fidelity Contrafund $100,001 - $250,000 None (or less than $201)
Gabelli Small Cap Growth CL A $15,001 - $50,000 None (or less than $201)
Hancock Horizon Burkenroad SML CAP I $15,001 - $50,000 None (or less than $201)
Victory Sycamore Established Value A $15,001 - $50,000 None (or less than $201)
Fidelity Diversified INTL K $15,001 - $50,000 None (or less than $201)
Fidelity Growth Company Fund K $50,001 - $100,000 None (or less than $201)
Fidelity Mid CAP Stock K $15,001 - $50,000 None (or less than $201)
Fidelity Freedom K 2035 $1,001 - $15,000 None (or less than $201)
Fidelity OTC Portfolio K $15,001 - $50,000 None (or less than $201)
Fidelity 500 Index PR $50,001 - $100,000 None (or less than $201)
Society for Human Resource Management, defined benefit plan (value not readily ascertainable): Eligible for $1,947/month at age 65 None (or less than $201)

Other Income/Assets

Description Value Income
Fidelity Government Money Market $500,001 - $1,000,000 None (or less than $201)
Fidelity Government Money Market Daily Class None (or less than $1,001) None (or less than $201)
Bank of America Corp $1,001 - $15,000 $1,001 - $2,500
Walt Disney Co $50,001 - $100,000 $201 - $1,000
General Electric Co $1,001 - $15,000 None (or less than $201)
Limited Brands Inc $1,001 - $15,000 None (or less than $201)
AIG Focused Dividend Strategy Class A $50,001 - $100,000 $2,501 - $5,000
Artisan Global Opportunities Inv $100,001 - $250,000 None (or less than $201)
Cohen & Steers Real Estate Securities A $100,001 - $250,000 $2,501 - $5,000
Dodge and Cox International Stock Fund $100,001 - $250,000 $2,501 - $5,000
Fidelity Contra Fund $100,001 - $250,000 $201 - $1,000
First Eagle Global Class A $100,001 - $250,000 $201 - $1,000
Gabelli Small Cap Growth CL A $50,001 - $100,000 None (or less than $201)
Janus Henderson Balanced A $100,001 - $250,000 $1,001 - $2,500
Janus Henderson Triton T $50,001 - $100,000 None (or less than $201)
Vanguard Equity Income Investor CL $50,001 - $100,000 $1,001 - $2,500
Vanguard Strategic Equity Investor $100,001 - $250,000 $1,001 - $2,500
Victory Sycamore Established Value A $100,001 - $250,000 $201 - $1,000
JP Morgan Tax Free Bond Class I $100,001 - $250,000 $5,001 - $15,000
Oppenheimer Rochester High Yield Muni A $100,001 - $250,000 $2,501 - $5,000
Pimco Income Fund CL D $50,001 - $100,000 $2,501 - $5,000
Principal Global Diversified Income A $100,001 - $250,000 $5,001 - $15,000
Vanguard Hi Yield Tax Exempt Admiral $100,001 - $250,000 $2,501 - $5,000
iShares Russell 1000 Growth ETF $100,001 - $250,000 $1,001 - $2,500
iShares Russell 1000 Value ETF $100,001 - $250,000 $1,001 - $2,500
iShares Select Dividend ETF $15,001 - $50,000 $201 - $1,000
Fidelity Government MMKT Daily Money Class $1,001 - $15,000 None (or less than $201)
Booz Allen Hamilton HLDG CORP CL A $15,001 - $50,000 $201 - $1,000
AIG Focused Dividend Strategy CL A $15,001 - $50,000 $201 - $1,000
American New World Fund CL F2 $15,001 - $50,000 None (or less than $201)
Dodge & Cox International Stock Fund $15,001 - $50,000 $201 - $1,000
Fidelity Contrafund $15,001 - $50,000 None (or less than $201)
Gabelli Small Cap Growth AAA $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value A $1,001 - $15,000 None (or less than $201)
Principal Global Diversified Income A $15,001 - $50,000 $201 - $1,000
Boston Scientific Corp $1,001 - $15,000 None (or less than $201)
Charter Communications $15,001 - $50,000 None (or less than $201)
Salesforce Com Inc $15,001 - $50,000 $5,001 - $15,000
ILG INC COM $1,001 - $15,000 None (or less than $201)
Kimberly Clark Corp $1,001 - $15,000 None (or less than $201)
Pfizer Inc $50,001 - $100,000 None (or less than $201)
QQQ Powershares $50,001 - $100,000 $1,001 - $2,500
Fidelity Government Income $1,001 - $15,000 None (or less than $201)
Seagate Technology $15,001 - $50,000 $201 - $1,000
Goodland Central Corp (Family Real Estate Corporation 100% owned by myself and two family members.)
Residential Real Estate, San Francisco, California $1,000,001 - $5,000,000 $50,001 - $100,000
Commercial Real Estate, Pewaukee, Wisconsin $1,000,001 - $5,000,000 $100,001 - $1,000,000
Commercial Real Estate, Richmond, VA $1,000,001 - $5,000,000 $100,001 - $1,000,000
US bank, Cash Accounts #1 (Checking, Savings, Money Market Accounts) $100,001 - $250,000 None (or less than $201)
New Hampshire College Savings Plan: NH Portfolio 2024 (Fidelity Funds) $1,001 - $15,000 None (or less than $201)
Ameritas Variable Universal Life Insurance
American Century VP Midcapvalue Index $1,001 - $15,000 None (or less than $201)
American Century VP Income & Growth $1,001 - $15,000 None (or less than $201)
Calvert VP EAFE International Index $1,001 - $15,000 None (or less than $201)
Calvert VP NASDAQ 100 Ind Index $1,001 - $15,000 None (or less than $201)
Calvert VP Russell 2000 Small Cap Index $1,001 - $15,000 None (or less than $201)
Calvert VP S&P Midcap 400 Index $1,001 - $15,000 None (or less than $201)
Calvert VP Volatility Managed Moderate Growth $1,001 - $15,000 None (or less than $201)
Fidelity VIP High Income IC $1,001 - $15,000 None (or less than $201)
Invesco VI International Growth Index $1,001 - $15,000 None (or less than $201)
MFS Research International IC $1,001 - $15,000 None (or less than $201)
Morgan Stanley VIF Emerging Market Equity Index $1,001 - $15,000 None (or less than $201)
Morgan Stanley VIF US Real Estate Index $1,001 - $15,000 None (or less than $201)
T Rowe Price Bluechip Growth-II $1,001 - $15,000 None (or less than $201)
Splunk Inc. - Common Stock None (or less than $1,001) $2,501 - $5,000
US bank, Cash Account #2 $100,001 - $250,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Society for Human Resource Management Alexandria, Virginia I will continue to participate in the defined contribution plan but that the employer will cease making contributions upon separation. March 16, 2012
Society for Human Resource Management Alexandria, Virginia I will continue to participate in this defined benefit plan but that the employer will cease making contributions upon separation. March 16, 2012

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Provident Mortgage on Personal Residence $10,001 - $15,000 5.125% 2009

Spouse's Employment Assets

Description Value Income Type Income Amount
AOL, now Oath, owned by Verizon (Telecommunications, Media, Internet Content and Services) Salary and bonus
Verizon, deferred compensation
Verizon cash account: tracks Moody's high- grade corporate bond yield average $15,001 - $50,000 None (or less than $201)
Verizon Stock Fund (holds Verizon stock) $15,001 - $50,000 None (or less than $201)
Verizon Restricted Stock Units $250,001 - $500,000 None (or less than $201)
Verizon Performance Stock Units $100,001 - $250,000 None (or less than $201)
AOL Synthetic Stock Units $500,001 - $1,000,000 None (or less than $201)
Fidelity Government Money Market None (or less than $1,001) None (or less than $201)
Hancock Horizon Burkenroad SML CAP I $1,001 - $15,000 None (or less than $201)
Verizon Savings Plan 401K
Verizon Stock Fund (holds Verizon stock) $1,001 - $15,000 None (or less than $201)
Private Global Real Estate $1,001 - $15,000 None (or less than $201)
Verizon 2035 Fund $500,001 - $1,000,000 None (or less than $201)
US Large Company $1,001 - $15,000 None (or less than $201)
US Small Company $1,001 - $15,000 None (or less than $201)

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