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) [4]
- 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) [3]
- OGE Form 278e (05/12/2020)
- OGE Form 278t (05/12/2020) [1]
- 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) [1]
- OGE Form 278t (05/03/2019)
- OGE Form 278t (02/20/2019) [1]
- OGE Form 278e (05/15/2018) [2]
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018) [2]
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017) [11]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
71 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/05/2020 | $1,001 - $15,000 |
84 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/05/2020 | $1,001 - $15,000 |
98 | Raymond James John IRA Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/07/2020 | $1,001 - $15,000 |
102 | Raymond James Spouse IRA Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
3 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/05/2020 | $1,001 - $15,000 |
15 | Raymond James John IRA Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/07/2020 | $1,001 - $15,000 |
19 | Raymond James Spouse IRA Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
5 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
5 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Accout-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 11/07/2017 | $1,001 - $15,000 |
2 | Raymond James-John IRA Freedom Bal w/Growth Mutual Fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 11/15/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
4 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Accout-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 11/07/2017 | $1,001 - $15,000 |
8 | Raymond James-John IRA Freedom Bal w/Growth Mutual Fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 11/15/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
12 | Raymond James John IRA Mutual Fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | ||
33 | Raymond James Gibbons Joint Freedom Balance with Growth-Mutual Fund: Clarkston Partners Fund Institutional Class N/L (CISMX) | Purchase | 10/05/2016 | |
60 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 10/21/2016 | |
108 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Purchase | 12/19/2016 | |
141 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Purchase | 04/06/2016 | |
160 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- Clarkston Partners Fund Institutional Class N/L (CISMX) | Purchase | 07/06/2016 | |
180 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- Clarkston Partners Fund Institutional Class N/L (CISMX) | Purchase | 10/06/2016 | |
193 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 10/24/2016 | |
212 | RJ-Spouse IRA Freedom Bal w/growth diversified mutual fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Sale | 10/24/2016 | |
244 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-Clarkston Partners Fund Institutional Class N/L (CISMX) | Purchase | 12/21/2016 |
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