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.
Peter Michael Phelan
Treasury (joined: April 16, 2018)
Deputy Assistant Secretary, Capital Markets, Under Secretary for Domestic Finance | Financial Disclosure »
Former Positions Outside Government
- CIT Group Managing Director
Former Compensation Sources
- CIT Group Managed interest rate and foreign exchange sales and trading desk.
Employment Assets
| Description | Value | Income |
|---|---|---|
| CIT Group | $725,000 | |
| CIT Group, cash balance pension plan | $50,001 - $100,000 | None (or less than $201) |
| CIT Group, cash balance pension plan | $50,001 - $100,000 | None (or less than $201) |
| CIT Group | None (or less than $1,001) | $233,000 |
| CIT Group, deferred compensation: | ||
| Fidelity VIP Gov't Money Market | $1,001 - $15,000 | None (or less than $201) |
| PIMCO VIT Real Return | $1,001 - $15,000 | None (or less than $201) |
| PIMCO VIT Total Return | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Personal Strategy Balanced | $1,001 - $15,000 | None (or less than $201) |
| MainStay VP T. Rowe Price Equity Income | $1,001 - $15,000 | None (or less than $201) |
| Fidelity VIP Index 500 | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price New America Growth | $1,001 - $15,000 | None (or less than $201) |
| DWS VS II Small Mid cap Value VIP | $1,001 - $15,000 | None (or less than $201) |
| DWS VIT Small Cap Index VIP | $1,001 - $15,000 | None (or less than $201) |
| American Funds IS Global Growth | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Vanguard Total Stock Market Index Admiral Shares | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total International Stock ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Developed Markets Index Admiral | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Bond Market Index Admiral Shares | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Inflation-Protected Securities | $1,001 - $15,000 | None (or less than $201) |
| Invesco Emerging Markets Sovereign Debt ETF | $1,001 - $15,000 | None (or less than $201) |
| Invesco National AMT-Free Municipal Bond | $15,001 - $50,000 | None (or less than $201) |
| iShares 3-7 Year Treasury Bond E | $1,001 - $15,000 | None (or less than $201) |
| iShares iBoxx $ Invest Grade Corp Bond | $15,001 - $50,000 | None (or less than $201) |
| iShares Core MSCI Emerging Markets ETF | $15,001 - $50,000 | None (or less than $201) |
| iShares MBS ETF | $15,001 - $50,000 | None (or less than $201) |
| iShares TIPS Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| iShares Core MSCI EAFE ETF | $50,001 - $100,000 | None (or less than $201) |
| U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
| SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| VanEck Vectors AMT-Free Intermediate Municipal Index ETF | $50,001 - $100,000 | None (or less than $201) |
| VanEck Vectors High Yield Municipal Index ETF | $1,001 - $15,000 | None (or less than $201) |
| VanEck Vectors J.P. Morgan EM Local Currency Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Growth ETF | $50,001 - $100,000 | None (or less than $201) |
| Vanguard Intermediate-Term Bond ETF | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Short-Term Bond ETF | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Small-Cap Growth ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Small-Cap Value ETF | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Value ETF | $50,001 - $100,000 | None (or less than $201) |
| Invesco Preferred ETF | None (or less than $1,001) | None (or less than $201) |
| iShares iBoxx $ High Yield Corporate Bd | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Equity Dividend Inv A | $1,001 - $15,000 | None (or less than $201) |
| ClearBridge Large Cap Growth IS | $1,001 - $15,000 | None (or less than $201) |
| Edgewood Growth Fund-Inst | None (or less than $1,001) | None (or less than $201) |
| Glenmede Small Capitalization Equity Portfolio | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 1000 Growth Index | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 1000 Value Index | $1,001 - $15,000 | None (or less than $201) |
| MFS Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer International Growth I | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Emerging Markets Stock | $1,001 - $15,000 | None (or less than $201) |
| Oakmark International Fund | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Intermediate-Term Corporate Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Equity Dividend Instl | $1,001 - $15,000 | None (or less than $201) |
| Glenmede Small Cap Equity Fund | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 1000 Growth Index | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 1000 Value Index | $1,001 - $15,000 | None (or less than $201) |
| iShares Core MSCI EAFE ETF | $1,001 - $15,000 | None (or less than $201) |
| MFS Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer International Growth I | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Intermediate-Term Corporate Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account # 2 (cash) | $1,001 - $15,000 | None (or less than $201) |
| US Savings Bonds | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #3 (cash) | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #4 (cash) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| CIT Group | New York City, New York | I will continue to participate in the deferred compensation plan. Fifty per cent of balance will pay out annually, over four years, starting in January 2020. The remaining 50% will pay out annually, over four years, starting in January 2023. | July 16, 2006 |
| CIT Group | New York City, New York | I will continue to participate in the cash balance pension plans. | June 16, 2006 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Merrill Lynch | Exercised Line of Credit | $15,001 - $50,000 | LIBOR+3.125% | 2018 |
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