Observations
- Millionaire
Estimated Net Worth
- $27.2 M - $103.3 M
Salary
- Unknown
Employment
- Started 02/05/2018
Records
- OGE Form 278t (07/01/2022)
- OGE Form 278e (05/16/2022) [12]
- OGE Form 278e (05/10/2021) [14]
- OGE Form 278e (05/15/2020) [17]
- OGE Form 278e (05/09/2019) [18]
- OGE Form 278t (03/11/2019)
- OGE Form 278e (05/15/2018) [15]
- OGE Form 278e (09/26/2017)
- OGE Form 278e (06/28/2017) [15]
- Resume
[#]
Indicates number of transactions involving "Goldman Sachs Group Inc. (The) Common Stock".
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
2 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
3 | GS High Yield Municipal Fund (Multiple) | Purchase | $1,001 - $15,000 | |
4 | GS U.S. Equity Dividend and Premium Fund (Multiple) | Purchase | $1,001 - $15,000 | |
5 | GS High Yield Municipal Fund | Sale | 12/20/2021 | $1,001 - $15,000 |
7 | GS Tactical Tilt Overlay Fund | Sale | 12/20/2021 | $1,001 - $15,000 |
10 | GS U.S. Equity Dividend and Premium Fund | Sale | 12/20/2021 | $50,001 - $100,000 |
11 | GS Short Duration Tax Free Fund | Sale | 12/20/2021 | $100,001 - $250,000 |
12 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
13 | GS High Yield Municipal Fund (Multiple) | Purchase | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/10/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $15,001 - $50,000 | |
2 | GS Tactical Tilt Overlay Fund (Multiple) | Purchase | $1,001 - $15,000 | |
4 | GS High Yield Municipal Fund (Multiple) | Purchase | $1,001 - $15,000 | |
5 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
6 | GS Tactical Tilt Overlay Fund (Multiple) | Purchase | $1,001 - $15,000 | |
7 | GS U.S. Equity Dividend and Premium Fund (Multiple) | Purchase | $50,001 - $100,000 | |
9 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | Sale | 12/18/2020 | $100,001 - $250,000 |
13 | GS High Yield Municipal Fund (Multiple) | Purchase | $1,001 - $15,000 | |
14 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $15,001 - $50,000 | |
15 | GS Tactical Tilt Overlay Fund (Multiple) | Purchase | $15,001 - $50,000 |
Financial Disclosure Details - OGE Form 278e (05/15/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
5 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $15,001 - $50,000 | |
6 | GS High Yield Municipal Fund (Multiple) | Purchase | $15,001 - $50,000 | |
7 | GS High Yield Fund | Purchase | 01/31/2019 | $1,001 - $15,000 |
8 | GS U.S. Equity and Premium Fund (Multiple) | Purchase | $50,001 - $100,000 | |
9 | GS High Yield Fund | Sale | 02/20/2019 | $100,001 - $250,000 |
10 | GS U.S. Equity and Premium Fund (Multiple) | Sale | $250,001 - $500,000 | |
14 | GS Emerging Markets Equity Fund | Purchase | 12/20/2019 | $1,001 - $15,000 |
15 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $15,001 - $50,000 | |
17 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
18 | GS High Yield Municipal Fund (Multiple) | Purchase | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/09/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | GS High Yield Floating Rate Fund | Purchase | Multiple | $1,001 - $15,000 |
8 | GS High Yield Fund | Purchase | Multiple | $1,001 - $15,000 |
9 | GS High Yield Municipal Fund | Purchase | Multiple | $15,001 - $50,000 |
10 | GS Short Duration Tax-Free Fund | Purchase | Multiple | $15,001 - $50,000 |
11 | GS U.S. Equity Dividend and Premium Fund | Purchase | Multiple | $50,001 - $100,000 |
12 | GS High Yield Floating Rate Fund | Sale | 08/30/2018 | $100,001 - $250,000 |
13 | GS High Yield Municipal Fund | Sale | 08/30/2018 | $50,001 - $100,000 |
14 | GS U.S. Equity Dividend and Premium Fund | Sale | 08/30/2018 | $100,001 - $250,000 |
18 | GS Short Duration Tax-Free Fund | Purchase | Multiple | $1,001 - $15,000 |
19 | GS Tactical Tilt Overlay Fund | Purchase | Multiple | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
17 | GS HIGH YIELD FLOATING RATE FUND INSTITUTIONAL SHARES | Purchase | Multiple | $1,001 - $15,000 |
18 | GS HIGH YIELD FUND INSTITUTIONAL SHARES | Purchase | Multiple | $15,001 - $50,000 |
19 | GS HIGH YIELD MUNICIPAL FUND INSTITUTIONAL SHARES | Purchase | Multiple | $15,001 - $50,000 |
20 | GS SHORT DURATION TAX-FREE FUND INSTITUTIONAL SHARES | Purchase | Multiple | $1,001 - $15,000 |
21 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL SHARES | Purchase | Multiple | $50,001 - $100,000 |
22 | GS HIGH YIELD FUND INSTITUTIONAL SHARES | Sale | 11/10/17 | $250,001 - $500,000 |
27 | GS HIGH YIELD MUNICIPAL FUND INSTITUTIONAL SHARES | Purchase | Multiple | $1,001 - $15,000 |
28 | GS SHORT DURATION TAX-FREE FUND INSTITUTIONAL SHARES | Purchase | Multiple | $1,001 - $15,000 |
29 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL SHARES | Purchase | Multiple | $15,001 - $50,000 |
30 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL SHARES | Sale | 11/30/17 | $100,001 - $250,000 |
Financial Disclosure Details - OGE Form 278e (06/28/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
4 | GS HIGH YIELD FUND | Purchase | Multiple | $15,001 - $50,000 |
7 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INST SHARES | Purchase | Multiple | $50,001 - $100,000 |
30 | GS LOCAL EMERGING MARKETS DEBT FUND INST SHARES | Sale | 01/29/16 | $15,001 - $50,000 |
31 | GS TACTICAL TILT OVERLAY FUND | Purchase | 12/29/16 | $1,001 - $15,000 |
33 | Causeway International Value I GS Funds | Purchase | Multiple | $1,001 - $15,000 |
36 | GS HIGH YIELD MUNICIPAL FUND INST SHARES | Purchase | 11/23/16 | $15,001 - $50,000 |
37 | GS SHORT DURATION TAX-FREE FUND | Purchase | Multiple | $1,001 - $15,000 |
38 | GS TACTICAL TILT OVERLAY FUND | Purchase | 12/29/16 | $1,001 - $15,000 |
39 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INST SHARES | Purchase | Multiple | $15,001 - $50,000 |
40 | GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INST SHARES | Sale | 11/22/16 | $15,001 - $50,000 |
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