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) [3]
- OGE Form 278t (05/12/2020)
- OGE Form 278t (05/06/2020)
- OGE Form 278t (05/05/2020)
- OGE Form 278t (04/23/2020) [3]
- 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) [1]
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018) [1]
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017) [13]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS I".
Financial Disclosure Details - OGE Form 278e (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
29 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account:JPMorgan U.S. Large CAP Core Plus Fund Class 1 N/L (JLPSX) | Sale | 08/05/2019 | $1,001 - $15,000 |
32 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan U.S. Large Cap Core Plus Fund Class 1 N/L (JLPSX) | Sale | 08/13/2019 | $1,001 - $15,000 |
37 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan U.S. Large Cap Core Plus Fund Class 1 N/L (JLPSX) | Sale | 08/13/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/23/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account:JPMorgan U.S. Large CAP Core Plus Fund Class 1 N/L (JLPSX) | Sale | 08/05/2019 | $1,001 - $15,000 |
4 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan U.S. Large Cap Core Plus Fund Class 1 N/L (JLPSX) | Sale | 08/13/2019 | $1,001 - $15,000 |
6 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: JPMorgan U.S. Large Cap Core Plus Fund Class 1 N/L (JLPSX) | Sale | 08/13/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
6 | Gibbons Joint Freedomdom Bal w/Growth Mutual Fund Account-JPMorgan U.S. Large Cap Core Plus Fund Class I N/L (JLPSX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
6 | Gibbons Joint Freedomdom Bal w/Growth Mutual Fund Account-JPMorgan U.S. Large Cap Core Plus Fund Class I N/L (JLPSX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
13 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-JP Morgan U.S. Large Cap Core Plus Fund Class I N/L (JLPSX) | Purchase | 12/14/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
16 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-JP Morgan U.S. Large Cap Core Plus Fund Class I N/L (JLPSX) | Purchase | 12/14/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
10 | Raymond James Joint Freedom Balance with Growth-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Purchase | 10/05/2016 | |
25 | Raymond James John IRA Mutual Fund-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Sale | 10/21/2016 | |
71 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Sale | 10/21/2016 | |
104 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Purchase | 12/15/2016 | |
113 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Purchase | 12/21/2016 | |
142 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-JPMorgan U.S. Large CAP Core Plus Fund Select Class N/L (JLPSX) | Purchase | 04/06/2016 | |
161 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Purchase | 07/06/2016 | |
179 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Purchase | 10/06/2016 | |
200 | RJ-John IRA Freedom Bal w/growth diversified mutual fund- JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Sale | 10/24/2016 | |
218 | RJ-Spouse IRA Freedom Bal w/growth diversified mutual fund-JPMorgan U.S. Large Cap Core Plus Fund Select Class N/L (JLPSX) | Sale | 10/24/2016 |
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