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)
- 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)
- OGE Form 278e (05/12/2020) [4]
- OGE Form 278t (05/12/2020)
- OGE Form 278t (05/06/2020)
- OGE Form 278t (05/05/2020)
- OGE Form 278t (04/23/2020) [4]
- 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)
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018)
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017) [13]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "JPMORGAN MID CAP VALUE FUND CLASS L".
Financial Disclosure Details - OGE Form 278e (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
38 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
49 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
61 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
62 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/23/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
11 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
21 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
33 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
34 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 11/21/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
4 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | Raymond James Gibbons Joint Freedom Balance with Growth-JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Purchase | 10/05/2016 | |
17 | Raymond James John IRA Mutual Fund-JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Sale | 10/21/2016 | |
64 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Sale | 10/21/2016 | |
103 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund-JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Purchase | ||
112 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund- JPMorgan MID CAP Value Fund Class L N/L (FLMVX) | Purchase | 12/21/2016 | |
178 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Purchase | 10/06/2016 | |
195 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Sale | 10/24/2016 | |
196 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Sale | 10/24/2016 | |
214 | RJ-Spouse IRA Freedom Bal w/growth diversified mutual fund-JPMorgan Mid Cap Value Fund Institutional Shares N/L (FLMVX) | Sale | 10/24/2016 | |
239 | RJ-John IRA Freedom Bal diversified mutual fund- JPMorgan Mid Cap Value Fund Class L N/L (FLMVX) | Purchase | 12/15/2016 |
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