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)
- 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) [2]
- OGE Form 278t (04/09/2020)
- OGE Form 278t (04/03/2020) [1]
- 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) [1]
- 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) [31]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
5 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 01/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | Raymond James Gibbons JoinFreedom Bal w/Growth Mutual Fund account-Metropolitan West Total Return Bond Fund Class I N/L- MWTIX | Purchase | 02/05/2019 | $1,001 - $15,000 |
36 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 11/06/2019 | $1,001 - $15,000 |
40 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 07/06/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/23/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 07/06/2019 | $1,001 - $15,000 |
8 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 11/06/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/03/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 01/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
2 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Metropolitan West Total Return Bond Fund Class I N/L (MWTIX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/03/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
3 | Raymond James Gibbons JoinFreedom Bal w/Growth Mutual Fund account-Metropolitan West Total Return Bond Fund Class I N/L-MWTIX | Purchase | 02/05/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
9 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Metropolitan West Total Return Bond Fund Class I N/L (MWTIX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
22 | Raymond James John IRA Mutual Fund- Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Sale | 10/21/2016 | |
28 | Raymond James Gibbons Joint Freedom Balance with Growth-Mutual Fund Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 10/05/2016 | |
53 | Raymond James Gibbons Joint Freedom Balance with Growth- Mutual Fund: Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 12/05/2016 | |
68 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-Metropolitan West Total Return Bond Fund Class L N/L (MWTIX) | Sale | 10/21/2016 | |
77 | Raymond James Gibbons Joint Freedom Balance with Growth-Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 08/10/2016 | |
79 | RJ-John IRA Freedom Bal w/Growth mutual fund- Metropolitan West Total Return Bond Class l N/L (MWTIX) | Purchase | 08/01/2016 | |
82 | RJ-Spouse IRA Freedom Bal w/Growth mutual fund-Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 08/01/2016 | |
85 | Raymond James Gibbons Joint freedom Balance w/growth mutual fund-Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 12/01/2016 | |
97 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund-Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 12/06/2016 | |
101 | Raymond James Gibbons Joint Freedom Bal w/Growth mutual fund- Metropolitan West Total Return Bond Fund Class l N/L (MWTIX) | Purchase | 12/13/2016 |
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