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) [3]
- 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) [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)
- OGE Form 278t (05/03/2019)
- OGE Form 278t (02/20/2019)
- 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)
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "ALLSPRING SPECIAL MID CAP VALUE FUND INSTITUTIONAL CLASS".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
79 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Wells Fargo Special Mid Cap Value FD Class N/L (WFMIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
96 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Wells Fargo Special Mid Cap Value FD Class l N/L (WFMIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
13 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Wells Fargo Special Mid Cap Value FD Class l N/L (WFMIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
44 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Wells Fargo Special Mid Cap Value FD Class 1 N?L (WFMIX) | Purchase | 11/21/2019 | $1,001 - $15,000 |
54 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund Account: Wells Fargo Special Mid Cap Value FD Class 1 N/L (WFMIX) | Purchase | 11/21/2019 | $1,001 - $15,000 |
57 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: Wells Fargo Special Mid Cap Value FD Class 1 N/L (WFMIX) | Purchase | 11/22/2019 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
14 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account- Wells Fargo Special Mid Cap Value FD Class N/L (WFMIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (04/23/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
16 | Raymond James-Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Wells Fargo Special Mid Cap Value FD Class 1 N?L (WFMIX) | Purchase | 11/21/2019 | $1,001 - $15,000 |
25 | Raymond James-John Gibbons IRA Freedom Bal w/Growth Mutual Fund Account: Wells Fargo Special Mid Cap Value FD Class 1 N/L (WFMIX) | Purchase | 11/21/2019 | $1,001 - $15,000 |
29 | Raymond James-Spouse IRA Freedom Bal w/Growth Mutual Fund account: Wells Fargo Special Mid Cap Value FD Class 1 N/L (WFMIX) | Purchase | 11/22/2019 | $1,001 - $15,000 |
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