Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.2 M
Salary
- Unknown
Employment
- Started 08/04/2022
Records
- OGE Form 278e (03/25/2023)
- OGE Form 278t (02/18/2023)
- OGE Form 278e (11/16/2021)
- OGE Form 278e (04/29/2019)
- OGE Form 278e (04/07/2018) [1]
- OGE Form 278e (05/07/2017) [2]
[#]
Indicates number of transactions involving "U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS".
Financial Disclosure Details - OGE Form 278e (04/07/2018)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
13 | DFLVX DFA U.S. Large Cap Value | Purchase | 12/15/17 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/07/2017)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
2 | DFLVX DFA US Large Cap Value Fund | Purchase | 11/16/16 | $50,001 - $100,000 |
13 | DFLVX DFA US Large Cap Value Fund | Purchase | 12/15/16 | $1,001 - $15,000 |
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