Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $5.1 M
Salary
- Unknown
Departed Administration
- Yes
Records
- OGE Form 278 Termination (08/04/2021)
- OGE Form 278t (07/12/2021)
- OGE Form 278t (06/07/2021)
- OGE Form 278e (05/11/2021) [1]
- OGE Form 278t (03/29/2021)
- OGE Form 278t (10/15/2020)
- OGE Form 278t (09/11/2020)
- OGE Form 278t (07/23/2020)
- OGE Form 278t (05/27/2020)
- OGE Form 278t (05/18/2020)
- OGE Form 278t (05/13/2020) [1]
- OGE Form 278e (05/12/2020)
- OGE Form 278t (05/12/2020)
- OGE Form 278t (05/06/2020)
- OGE Form 278t (05/05/2020)
- OGE Form 278t (04/23/2020)
- OGE Form 278t (04/09/2020)
- OGE Form 278t (04/03/2020)
- OGE Form 278t (07/24/2019)
- OGE Form 278t (05/21/2019)
- OGE Form 278e (05/07/2019)
- OGE Form 278t (05/03/2019)
- OGE Form 278t (02/20/2019)
- OGE Form 278e (05/15/2018)
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018)
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017) [10]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "AMG RIVER ROAD SMALL CAP VALUE FUND CLASS I SHARES".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
86 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Purchase | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Purchase | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
9 | Raynond James Gibbons Joint Freedom Balance with Growth-AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Purchase | 10/05/2016 | |
20 | Raymond James John IRA Mutual Fund- AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Sale | 10/21/2016 | |
48 | Raymond James Gibbons Joint Freedom Balance with Growth- Mutual Fund: AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Sale | 12/05/2016 | |
67 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Sale | 10/21/2016 | |
93 | Raymond James Gibbons Joint Freedom Balance w/growth mutual fund-AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Sale | 12/08/2016 | |
138 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-ASton/River Road Small CAP Value Fund Class l N/L (ARSIX) | Purchase | 04/06/2016 | |
183 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- AMG River Road Small CAP Value Fund Class l N/L (ARSIX) | Purchase | 10/11/2016 | |
209 | RJ-John IRA Freedom Bal w/growth diversified mutual fund- AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Sale | 10/26/2016 | |
226 | RJ-Spouse IRA Freedom Bal w/growth diversified mutual fund-AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Sale | 10/26/2016 | |
253 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-AMG River Road Small Cap Value Fund Class l N/L (ARSIX) | Purchase | 12/28/2016 |
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