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)
- 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)
- 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) [14]
- OGE Form 278t
- Resume
[#]
Indicates number of transactions involving "Wells Fargo International Value Fund Class Institutional".
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
80 | Raymond James Gibbons JointFreedom Bal w/Growth Mutual Fund Account-Wells Fargo International Value Fund Class 1 N/L (WFVIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
99 | Raymond James Gibbons Joint Freedom Bal w/Growth- Wells Fargo International Value Fund Class l N/L (WFVIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/13/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
14 | Raymond James Gibbons Joint Freedom Bal w/Growth- Wells Fargo International Value Fund Class l N/L (WFVIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/12/2020)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
15 | Raymond James Gibbons JointFreedom Bal w/Growth Mutual Fund Account-Wells Fargo International Value Fund Class 1 N/L (WFVIX) | Sale | 05/05/2020 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278t (05/26/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
16 | Raymond James John IRA Mutual Fund-Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 10/21/2016 | |
32 | Raymond James Gibbons Joint Freedom Balance with Growth- Mutual Fund: Wells Fargo Internatinal Value Fund Class l N/L (WFVIX) | Purchase | 10/05/2016 | |
56 | Raymond James Gibbons Joint Freedom Balance with Growth- Mutual funds: Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 12/05/2016 | |
63 | RJ-Spouse IRA Freedom Bal w/Growth mutual fund-Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 10/21/2016 | |
99 | Raymond James Gibbons Joint Freedom Balance w/growth mutual fund-AMG Times Square Small Cap Growth Fund Class l N/L (WFVIX) | Sale | 12/08/2016 | |
100 | Raymond James Gibbons Joint Freedom Balance w/growth mutual fund-Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 12/08/2016 | |
152 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 04/08/2016 | |
167 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutual fund- Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 07/20/2016 | |
190 | Raymond James Gibbons Joint Freedom Bal w/growth diversified mutuial fund- Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 10/11/2016 | |
207 | RJ-John IRA Freedom Bal w/growth diversified mutual fund-Wells Fargo International Value Fund Class l N/L (WFVIX) | Purchase | 10/26/2016 |
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