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)
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018)
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017) [12]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND CLASS Y".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
82 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
93 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual FundAccount- Victory Trivalent Instl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
103 | Raymond James John IRA Freedom Bal w/Growth Mutual Fund Account- Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/07/2020 | $1,001 - $15,000 |
105 | Raymond James Spouse IRA Freedom Bal w/Growth Mutual Fund Account- Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
11 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual FundAccount- Victory Trivalent Instl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
18 | Raymond James John IRA Freedom Bal w/Growth Mutual Fund Account- Victory Trivalent Intl Small- Cap Fund Class Y N/L (MYSIX) | Sale | 05/07/2020 | $1,001 - $15,000 |
23 | Raymond James Spouse IRA Freedom Bal w/Growth Mutual Fund Account- Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/07/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
12 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
3 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
10 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-Victory Trivalent Intl Small-Cap Fund Class Y N/L (MYSIX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
34 | Raymond James Gibbons Joint Freedom Balance with Growth-Mutual Fund: Victory Trivalent INTL Small Cap Fund Class Y N/L (MYSIX) | Purchase | 10/05/2016 | |
44 | Raymond James Gibbons Joint Freedom Balance with Growth- Mutual Fund: Victory Trivalent INTL Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 12/05/2016 | |
70 | RJ-Spouse IRA Freedom Bal w/Growth Mutual Fund-Victory Trivalent Insl Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 10/21/2016 | |
87 | Raymond James Joint Freedom Bal w/Growth mutual fund-Victory Trivalent INTL Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 12/06/2016 | |
143 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- Victory Trivalent INTL Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 04/06/2016 | |
162 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Victory Trivalent INTL Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 07/06/2016 | |
181 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Victory Trivalent INTL Small-CAP Fund Class Y N/L (MYSIX) | Purchase | 10/06/2016 | |
199 | RJ-John IRA Freedom Bal w/growth diversified mutual fund- Victory Trivalent INTL Small-CAP Fund Class Y N/L (MYSIX) | Purchase | 10/24/2016 | |
217 | RJ-Spouse Freedom Bal w/growth diversified mutual fund-Victory Trivalent INTL Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 10/24/2016 | |
235 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund-Victory Trivalent INTL Small-Cap Fund Class Y N/L (MYSIX) | Purchase | 12/29/2016 |
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