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) [2]
- 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) [1]
- OGE Form 278e (05/12/2020) [2]
- 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) [2]
- 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) [2]
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018) [2]
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017)
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "SIMT US MANAGED VOLATILITY FUND CLASS Y".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
81 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 05/05/2020 | $1,001 - $15,000 |
95 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
10 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
52 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund Account: SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 11/21/2019 | $1,001 - $15,000 |
53 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Account: SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 11/21/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
11 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/23/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
23 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund Account: SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 11/21/2019 | $1,001 - $15,000 |
27 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Account: SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 11/21/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
11 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (02/20/2019)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
12 | Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Sale | 05/18/2018 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7 | Raymond James-Shelby IRA Freedom Bal w/Growth Mutual Fund-SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Purchase | 11/16/2017 | $1,001 - $15,000 |
10 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Purchase | 11/06/2017 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/15/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
6 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account-SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Purchase | 11/06/2017 | $1,001 - $15,000 |
15 | Raymond James-Shelby IRA Freedom Bal w/Growth Mutual Fund-SEI U.S. Managed Volatility Fund Class Y N/L (SUSYX) | Purchase | 11/16/2017 | $1,001 - $15,000 |
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