Financial Disclosure Details - OGE Form 278e (05/11/2021)

Transactions

#
Description
Type
Date
Amount
52
Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class 1 N/L (JVLIX)
Purchase
03/05/2020
$1,001 - $15,000
77
Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
05/05/2020
$15,001 - $50,000
87
Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
05/05/2020
$15,001 - $50,000

Financial Disclosure Details - OGE Form 278t (05/13/2020)

Transactions

#
Description
Type
Date
Amount
7
Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
05/05/2020
$15,001 - $50,000

Financial Disclosure Details - OGE Form 278t (05/12/2020)

Transactions

#
Description
Type
Date
Amount
8
Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
05/05/2020
$15,001 - $50,000

Financial Disclosure Details - OGE Form 278t (04/09/2020)

Transactions

#
Description
Type
Date
Amount
1
Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class 1 N/L (JVLIX)
Purchase
03/05/2020
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278e (05/07/2019)

Transactions

#
Description
Type
Date
Amount
15
Gibbons Joint Freedom Bal/w Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class I N/L (JVLIX)
Sale
05/21/2018
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278t (02/20/2019)

Transactions

#
Description
Type
Date
Amount
15
Gibbons Joint Freedom Bal/w Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class I N/L (JVLIX)
Sale
05/21/2018
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278e (05/15/2018)

Transactions

#
Description
Type
Date
Amount
9
Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class I N/L (JVLIX)
Purchase
1/18/2017
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278t (05/15/2018)

Transactions

#
Description
Type
Date
Amount
17
Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-John Hancock Disciplined Value Fund Class I N/L (JVLIX)
Purchase
1/18/2017
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278t (05/26/2017)

Transactions

#
Description
Type
Date
Amount
3
Raymond James John IRA Mutual Fund Account- John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Purchase
10/05/2016
50
Raymond James Gibbons Joint Freedom Balance with Growth- Mutual Fund: John Hancock Disciplined Value Fund Class N/L (JVLIX)
Sale
58
RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
10/21/2016
94
Raymond James Gibbons Joint Freedom Balance w/growth mutual fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
12/06/2016
107
Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Purchase
12/19/2016
164
Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Purchase
07/08/2016
184
Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Purchase
10/11/2016
204
RJ-John IRA Freedom Bal w/growth diversified mutual fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
10/26/2016
221
RJ-John IRA Freedom Bal w/growth diversified mutual fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Sale
10/26/2016
243
RJ-John IRA Freedom Bal w/growth diversified mutual fund-John Hancock Disciplined Value Fund Class l N/L (JVLIX)
Purchase
12/19/2016

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