Estimated Net Worth
- $377 K - $1.1 M
Salary
- Unknown
Employment
- Departed 07/20/2023
Departed Administration
- Yes
Records
- OGE Form 278 Termination (07/24/2023)
- OGE Form 278e (05/14/2023) [2]
- OGE Form 278e (06/30/2022) [3]
- OGE Form 278e (04/29/2021)
- OGE Form 278e (05/14/2020)
- OGE Form 278t (06/26/2019)
- OGE Form 278e (01/09/2019)
[#]
Indicates number of transactions involving "GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS".
Financial Disclosure Details - OGE Form 278e (05/14/2023)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
32 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | Sale | 06/27/2022 | $1,001 - $15,000 |
62 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | Sale | 09/21/2022 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
25 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | Purchase | 09/21/2021 | $1,001 - $15,000 |
45 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | Purchase | 10/20/2021 | $1,001 - $15,000 |
64 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | Purchase | 11/16/2021 | $1,001 - $15,000 |
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